CMS Energy
565 hedge funds and large institutions have $15.9B invested in CMS Energy in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 65 closing their positions.
125% more call options, than puts
Call options by funds: $5.61M | Put options by funds: $2.49M
22% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 65
1% more funds holding
Funds holding: 557 → 565 (+8)
0% more capital invested
Capital invested by funds: $15.9B → $15.9B (+$37.3M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 198
0.91% less ownership
Funds ownership: 91% → 90.09% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$165M |
| 2 |
Millennium Management
New York
|
+$141M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$115M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$54.7M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$178M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$95.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$74.3M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$66.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$65.4M |
CMS Hedge Fund Activity: Q1 2021 in Review
565 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2021, worth a combined $15.9B — up 0.24% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new CMS positions and 65 closed out — a net gain of 14 holders — while 197 added to existing stakes and 198 trimmed.
The largest buyer was GQG Partners, adding an estimated $165M. The largest seller was Artisan Partners, exiting entirely with an estimated $178M sold.
- 565 institutional investors held CMS Energy (CMS) as of Q1 2021, up from 557 in Q4 2020.
- Funds reported $15.9B of CMS Energy stock for Q1 2021, up 0.24% quarter-over-quarter.
- 79 funds opened new CMS Energy positions in Q1 2021 and 65 closed out, a net change of +14 holders.
- The largest CMS Energy buyer in Q1 2021 was GQG Partners, an estimated $165M added.
- The largest CMS Energy seller in Q1 2021 was Artisan Partners, an estimated $178M sold.
Based on aggregated 13F filings for Q1 2021.