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CMS Energy
CMS

556 hedge funds and large institutions have $15.9B invested in CMS Energy in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 201 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

9% more call options, than puts

Call options by funds: $8.15M | Put options by funds: $7.47M

2% more capital invested

Capital invested by funds: $15.5B → $15.9B (+$352M)

0% more funds holding

Funds holding: 555 → 556 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 201

2.08% less ownership

Funds ownership: 92.63% → 90.55% (-2.1%)

Holders
556
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
194
Reduced
201
Closed
53
Calls
$8.15M
Puts
$7.47M
Net Calls
+$674K
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$253M
2
Capital International Investors
Capital International Investors
California
+$84.8M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$84M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$70.4M
5
BlackRock
BlackRock
New York
+$46.6M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$512M
2
GQG Partners
GQG Partners
Florida
-$180M
3
CVA
Ceredex Value Advisors
Florida
-$70.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$60.9M
5
American Century Companies
American Century Companies
Missouri
-$45.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
476
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
Twin Tree Management
477
Twin Tree Management
Texas
$31K -$25K -408 -45%
RFA
478
Reilly Financial Advisors
California
$31K – – –
Bank Julius Baer & Co
479
Bank Julius Baer & Co
Switzerland
$31K +$31.3K +512 New
WPA
480
West Paces Advisors
Georgia
$28.5K – – –
GI
481
Gradient Investments
Minnesota
$28K – – –
FRA
482
Front Row Advisors
California
$26K – – –
NIM
483
NuWave Investment Management
New Jersey
$25K -$160K -2,615 -87%
AF
484
Advisornet Financial
Minnesota
$25K -$12.2K -200 -33%
CB
485
CNB Bank
Pennsylvania
$25K – – –
LWA
486
Lenox Wealth Advisors
New York
$25K – – –
MSFP
487
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
PCG
488
Private Capital Group
Connecticut
$25K – – –
BFEC
489
Benjamin F. Edwards & Company
Missouri
$22K – – –
MAM
490
Marquette Asset Management
Minnesota
$20K – – –
PFBT
491
Parkside Financial Bank & Trust
Missouri
$20K +$367 +6 +2%
PWMG
492
Prestige Wealth Management Group
New Jersey
$20K +$4.16K +68 +25%
EARNEST Partners
493
EARNEST Partners
Georgia
$20K +$5.82K +95 +40%
HPC
494
HM Payson & Co
Maine
$18K – – –
JFA
495
JNBA Financial Advisors
Minnesota
$18K – – –
TSW
496
Thompson Siegel & Walmsley
Virginia
$18K – – –
VCM
497
Versant Capital Management
Arizona
$18K – – –
APWM
498
Atlas Private Wealth Management
New York
$18K +$18.2K +298 New
OIA
499
Optimum Investment Advisors
Illinois
$17K – – –
WT
500
Whittier Trust
California
$16K – – –
18 19
20
21 22

CMS Hedge Fund Activity: Q3 2020 in Review

556 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2020, worth a combined $15.9B — up 2.3% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CMS positions and 53 closed out — a net gain of 5 holders — while 194 added to existing stakes and 201 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was Capital World Investors, cutting an estimated $512M.

  • 556 institutional investors held CMS Energy (CMS) as of Q3 2020, up from 555 in Q2 2020.
  • Funds reported $15.9B of CMS Energy stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 58 funds opened new CMS Energy positions in Q3 2020 and 53 closed out, a net change of +5 holders.
  • The largest CMS Energy buyer in Q3 2020 was JP Morgan Chase, an estimated $253M added.
  • The largest CMS Energy seller in Q3 2020 was Capital World Investors, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2020.