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CMS Energy

579 hedge funds and large institutions have $16.6B invested in CMS Energy in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,961% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $609K

82% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

4% more funds holding

Funds holding: 555579 (+24)

0.14% less ownership

Funds ownership: 93.18%93.05% (-0.14%)

2% less capital invested

Capital invested by funds: $16.9B → $16.6B (-$320M)

Holders
579
Holders Change
+24
Holders Change %
+4.32%
% of All Funds
11.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
82
Increased
221
Reduced
200
Closed
45
Calls
$24.7M
Puts
$609K
Net Calls
+$24.1M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B +$31.3M +502,807 +1%
BlackRock
2
BlackRock
New York
$1.62B +$65.3M +1,048,288 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.24B +$170M +2,721,541 +16%
State Street
4
State Street
Massachusetts
$980M +$53.3M +855,331 +6%
Capital World Investors
5
Capital World Investors
California
$946M +$429K +6,885 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$620M -$29.5M -473,568 -5%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$350M +$53.7M +860,791 +18%
Franklin Resources
8
Franklin Resources
California
$321M -$1.92M -30,728 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$298M +$15.9M +255,850 +6%
Invesco
10
Invesco
Georgia
$271M -$6.61M -105,966 -2%
Wells Fargo
11
Wells Fargo
California
$251M +$40.1M +643,383 +19%
Capital International Investors
12
Capital International Investors
California
$229M +$32.6M +522,333 +17%
Northern Trust
13
Northern Trust
Illinois
$227M -$7.15M -114,690 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$223M -$767K -12,307 -0.3%
Legal & General Group
15
Legal & General Group
United Kingdom
$220M +$3.61M +57,927 +2%
Ameriprise
16
Ameriprise
Minnesota
$212M +$8.72M +139,938 +4%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$201M -$51.5M -825,369 -20%
Goldman Sachs
18
Goldman Sachs
New York
$190M -$58.9M -944,414 -24%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$174M +$20.5M +329,636 +13%
Fidelity International
20
Fidelity International
Bermuda
$167M -$6.57M -105,374 -4%
Bank of America
21
Bank of America
North Carolina
$163M -$11.5M -184,012 -7%
Jennison Associates
22
Jennison Associates
New York
$153M +$31.9K +511 +0%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$149M +$3.86M +61,840 +3%
EVM
24
Eaton Vance Management
Massachusetts
$145M -$2.02M -32,369 -1%
DPIM
25
Duff & Phelps Investment Management
Illinois
$139M -$1.07M -17,122 -0.8%

CMS Hedge Fund Activity: Q4 2019 in Review

579 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2019, worth a combined $16.6B — down 1.9% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CMS positions and 45 closed out — a net gain of 37 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was GQG Partners, exiting entirely with an estimated $204M sold.

  • 579 institutional investors held CMS Energy (CMS) as of Q4 2019, up from 555 in Q3 2019.
  • Funds reported $16.6B of CMS Energy stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 82 funds opened new CMS Energy positions in Q4 2019 and 45 closed out, a net change of +37 holders.
  • The largest CMS Energy buyer in Q4 2019 was JP Morgan Chase, an estimated $170M added.
  • The largest CMS Energy seller in Q4 2019 was GQG Partners, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2019.