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CMS Energy

555 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,135% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $384K

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $15.3B → $16.9B (+$1.59B)

2% more funds holding

Funds holding: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.17% less ownership

Funds ownership: 93.36%93.18% (-0.17%)

15% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 217

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$46.2M +761,422 +2%
BlackRock
2
BlackRock
New York
$1.59B +$18M +295,751 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.09B +$12.1M +199,730 +1%
Capital World Investors
4
Capital World Investors
California
$963M +$2.1M +34,541 +0.2%
State Street
5
State Street
Massachusetts
$942M +$9.98M +164,375 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$661M -$20.6M -339,717 -3%
Franklin Resources
7
Franklin Resources
California
$329M -$631K -10,398 -0.2%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$301M +$40.3M +664,178 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$287M +$8.2M +134,995 +3%
Invesco
10
Invesco
Georgia
$283M -$32M -527,775 -11%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$258M -$50.4M -830,407 -17%
Goldman Sachs
12
Goldman Sachs
New York
$254M +$2.3M +37,901 +1%
Northern Trust
13
Northern Trust
Illinois
$238M -$3.39M -55,807 -1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$228M -$2.06M -33,914 -0.9%
Legal & General Group
15
Legal & General Group
United Kingdom
$220M +$334K +5,509 +0.2%
Wells Fargo
16
Wells Fargo
California
$215M +$10.1M +167,040 +5%
Ameriprise
17
Ameriprise
Minnesota
$206M -$540K -8,890 -0.3%
GQG Partners
18
GQG Partners
Florida
$204M -$13.8M -227,045 -7%
Capital International Investors
19
Capital International Investors
California
$199M -$11M -181,679 -6%
Bank of America
20
Bank of America
North Carolina
$178M -$9.47M -155,901 -5%
Fidelity International
21
Fidelity International
Bermuda
$176M -$2.73M -44,982 -2%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$156M +$27.2M +448,385 +22%
Jennison Associates
23
Jennison Associates
New York
$156M +$3.16K +52 +0%
Renaissance Technologies
24
Renaissance Technologies
New York
$151M -$6.61M -108,900 -4%
EVM
25
Eaton Vance Management
Massachusetts
$149M -$18M -296,202 -11%

CMS Hedge Fund Activity: Q3 2019 in Review

555 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2019, worth a combined $16.9B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CMS positions and 54 closed out — a net gain of 12 holders — while 185 added to existing stakes and 217 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.9M. The largest seller was Millennium Management, cutting an estimated $106M.

  • 555 institutional investors held CMS Energy (CMS) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $16.9B of CMS Energy stock for Q3 2019, up 10% quarter-over-quarter.
  • 66 funds opened new CMS Energy positions in Q3 2019 and 54 closed out, a net change of +12 holders.
  • The largest CMS Energy buyer in Q3 2019 was Citadel Advisors, an estimated $57.9M added.
  • The largest CMS Energy seller in Q3 2019 was Millennium Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2019.