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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
CB
476
CNB Bank
Pennsylvania
$25K
LWA
477
Lenox Wealth Advisors
New York
$25K
AF
478
Advisornet Financial
Minnesota
$24K
MSFP
479
Mark Sheptoff Financial Planning
Connecticut
$24K
RPWA
480
Regent Peak Wealth Advisors
Georgia
$24K +$24.1K +386 New
Capstone Investment Advisors
481
Capstone Investment Advisors
New York
$23K +$23.1K +369 New
EARNEST Partners
482
EARNEST Partners
Georgia
$20K
MAM
483
Marquette Asset Management
Minnesota
$20K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$20K
PWM
485
Perigon Wealth Management
California
$20K +$20.9K +334 New
RWA
486
Ropes Wealth Advisors
Massachusetts
$18K -$32.7K -523 -64%
APWM
487
Atlas Private Wealth Management
New York
$18K
HPC
488
HM Payson & Co
Maine
$18K
JFA
489
JNBA Financial Advisors
Minnesota
$18K
TSW
490
Thompson Siegel & Walmsley
Virginia
$18K
VCM
491
Versant Capital Management
Arizona
$18K
BFEC
492
Benjamin F. Edwards & Company
Missouri
$16K -$6.63K -106 -29%
CTC
493
Central Trust Company
Missouri
$15K
EIP
494
Ellis Investment Partners
Pennsylvania
$15K +$15K +240 New
PFO
495
Pathstone Family Office
New Jersey
$14K +$12.6K +201 +609%
PWPS
496
Pinnacle Wealth Planning Services
Ohio
$13K +$13.3K +213 New
KPCM
497
Kings Point Capital Management
New York
$12K +$1.63K +26 +15%
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GWMIA
499
Global Wealth Management Investment Advisory
Florida
$11K
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$11K

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.