CMS Energy
509 hedge funds and large institutions have $12.1B invested in CMS Energy in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 41 closing their positions.
1,161% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $297K
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
7% more capital invested
Capital invested by funds: $11.4B → $12.1B (+$742M)
2% more funds holding
Funds holding: 499 → 509 (+10)
1.79% more ownership
Funds ownership: 88.92% → 90.71% (+1.8%)
8% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 185
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$301M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$97.8M |
| 3 |
Bank of New York Mellon
New York
|
+$92.8M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$81.3M |
| 5 |
Goldman Sachs
New York
|
+$77.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$177M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 3 |
JP Morgan Chase
New York
|
-$86.5M |
| 4 |
Janus Henderson Group
London,
|
-$52.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$48.3M |
CMS Hedge Fund Activity: Q2 2018 in Review
509 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2018, worth a combined $12.1B — up 6.5% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CMS positions and 41 closed out — a net gain of 15 holders — while 171 added to existing stakes and 185 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $177M.
- 509 institutional investors held CMS Energy (CMS) as of Q2 2018, up from 499 in Q1 2018.
- Funds reported $12.1B of CMS Energy stock for Q2 2018, up 6.5% quarter-over-quarter.
- 56 funds opened new CMS Energy positions in Q2 2018 and 41 closed out, a net change of +15 holders.
- The largest CMS Energy buyer in Q2 2018 was T. Rowe Price Associates, an estimated $301M added.
- The largest CMS Energy seller in Q2 2018 was BlackRock, an estimated $177M sold.
Based on aggregated 13F filings for Q2 2018.