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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
DPIM
26
Duff & Phelps Investment Management
Illinois
$126M -$387K -6,190 -0.3%
BC
27
Brookfield Corp
Ontario, Canada
$119M -$26.8M -429,226 -18%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$116M +$10.2M +162,441 +9%
WHRC
29
W.H. Reaves & Co
New Jersey
$113M +$4.21M +67,319 +4%
Fidelity International
30
Fidelity International
Bermuda
$112M -$59.7M -955,448 -34%
Goldman Sachs
31
Goldman Sachs
New York
$106M -$13.8M -220,434 -11%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$102M +$49.5M +792,251 +89%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$98.9M +$9.81M +156,891 +11%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$94.2M -$3.22M -51,500 -3%
PPA
35
Parametric Portfolio Associates
Washington
$93.6M -$68.6K -1,097 -0.1%
Cohen & Steers
36
Cohen & Steers
New York
$92.2M +$205K +3,287 +0.2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$87.2M -$1.53M -24,400 -2%
UBS AM
38
UBS AM
Illinois
$85.8M -$22.5M -359,484 -20%
Morgan Stanley
39
Morgan Stanley
New York
$82.5M -$10.8M -173,164 -11%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$79.3M -$12.6M -201,025 -13%
Norges Bank
41
Norges Bank
Norway
$78.4M +$25.2M +402,469 +46%
Charles Schwab
42
Charles Schwab
California
$77.5M +$848K +13,567 +1%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$77.4M -$2.04M -32,692 -2%
CIA
44
ClearBridge Investments (Australia)
Australia
$71.5M -$2.56M -41,019 -3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$68.6M +$4.38M +70,031 +6%
First Trust Advisors
46
First Trust Advisors
Illinois
$67.6M +$10.7M +171,780 +18%
APG Asset Management
47
APG Asset Management
Netherlands
$66.3M +$9.92M +158,726 +14%
ZP
48
Zimmer Partners
New York
$65.5M +$52.6M +841,700 +364%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$64.5M -$7.22M -115,560 -10%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$57.8M +$620K +9,927 +1%

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.