CMS Energy
CMS
557 hedge funds and large institutions have $15.9B invested in CMS Energy in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 72 closing their positions.
174% more call options, than puts
Call options by funds: $4.77M | Put options by funds: $1.74M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
10% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 72
0.45% more ownership
Funds ownership: 90.55% → 91% (+0.45%)
0% more funds holding
Funds holding: 556 → 557 (+1)
0% more capital invested
Capital invested by funds: $15.9B → $15.9B (+$19.7M)
15% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$194M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$88.8M |
| 3 |
ZP
Zimmer Partners
New York
|
+$52.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$49.5M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$82.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$70.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$59.7M |
| 4 |
BlackRock
New York
|
-$38.8M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$33.4M |
CMS Hedge Fund Activity: Q4 2020 in Review
557 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2020, worth a combined $15.9B — up 0.12% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new CMS positions and 72 closed out — a net gain of 7 holders — while 176 added to existing stakes and 206 trimmed.
The largest buyer was GQG Partners, adding an estimated $194M. The largest seller was Bank of New York Mellon, cutting an estimated $82.1M.
- 557 institutional investors held CMS Energy (CMS) as of Q4 2020, up from 556 in Q3 2020.
- Funds reported $15.9B of CMS Energy stock for Q4 2020, up 0.12% quarter-over-quarter.
- 79 funds opened new CMS Energy positions in Q4 2020 and 72 closed out, a net change of +7 holders.
- The largest CMS Energy buyer in Q4 2020 was GQG Partners, an estimated $194M added.
- The largest CMS Energy seller in Q4 2020 was Bank of New York Mellon, an estimated $82.1M sold.
Based on aggregated 13F filings for Q4 2020.