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CMS Energy

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.

New
Increased
Maintained
Reduced
Closed

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: 46 (+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: 556557 (+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

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
79
Increased
176
Reduced
206
Closed
72
Calls
$4.77M
Puts
$1.74M
Net Calls
+$3.03M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$49K -$938 -15 -2%
WT
452
Whittier Trust
California
$49K +$33.4K +535 +206%
EI
453
Ellevest Inc
New York
$48K -$8.88K -142 -15%
SIC
454
Salem Investment Counselors
North Carolina
$46K
PA
455
Parallel Advisors
California
$44K -$2.69K -43 -6%
CFO
456
CVA Family Office
Colorado
$44K
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$43K +$5.56K +89 +14%
CSS
458
Cubist Systematic Strategies
Connecticut
$41K -$2.53M -40,426 -98%
VCG
459
Vantage Consulting Group
Virginia
$41K +$42.1K +673 New
SSB
460
Sandy Spring Bank
Maryland
$40K +$40.9K +655 New
CFFP
461
Center for Financial Planning
Michigan
$39K
LC
462
Lindbrook Capital
California
$38K +$625 +10 +2%
VCM
463
Vigilant Capital Management
Maine
$36K
CIA
464
CSat Investment Advisory
Michigan
$35K -$47.6K -761 -57%
FQ
465
First Quadrant
California
$35K
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$35K +$3.13K +50 +9%
LS
467
Leelyn Smith
Illinois
$34K
GFPC
468
Global Financial Private Client
Florida
$34K
Loomis, Sayles & Company
469
Loomis, Sayles & Company
Massachusetts
$33K -$2.81K -45 -8%
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
RA
471
Reby Advisors
Connecticut
$31K +$31.9K +510 New
WPA
472
West Paces Advisors
Georgia
$28.3K
GI
473
Gradient Investments
Minnesota
$28K
ZB
474
Zions Bancorporation
Utah
$26K -$26.4K -423 -50%
FRA
475
Front Row Advisors
California
$26K

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.