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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
SLF
501
Sun Life Financial
Ontario, Canada
$10K -$125 -2 -1%
AWA
502
Arkadios Wealth Advisors
Georgia
$10K +$10.5K +168 New
CL
503
COWA LLC
Oklahoma
$10K +$10.8K +173 New
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$9K
IRC
505
Investors Research Corp
Georgia
$9K
TFA
506
Toth Financial Advisory
Virginia
$9K
HWM
507
HighMark Wealth Management
Minnesota
$9K +$313 +5 +3%
PCG
508
Private Capital Group
Connecticut
$8K -$17.7K -283 -69%
PWMG
509
Prestige Wealth Management Group
New Jersey
$8K -$13.4K -214 -63%
AssetMark Inc
510
AssetMark Inc
California
$8K
AIG
511
American International Group
New York
$7.28K -$259K -4,144 -3%
AF
512
Arrow Financial
New York
$7K
NFSG
513
Newbridge Financial Services Group
Florida
$7K
TAIM
514
TD Ameritrade Investment Management
Nebraska
$7K +$3.63K +58 +118%
MCM
515
Manchester Capital Management
Vermont
$7K +$7.38K +118 New
FFA
516
Freedman Financial Associates
Massachusetts
$7K +$7.63K +122 New
AF
517
Allworth Financial
California
$6K
BWL
518
Bogart Wealth LLC
Virginia
$6K
CTB
519
Country Trust Bank
Illinois
$6K
FHA
520
First Horizon Advisors
Tennessee
$6K
TFO
521
Tarbox Family Office
California
$6K
ST
522
Smithfield Trust
Pennsylvania
$6K +$3.13K +50 +100%
CG
523
Cutler Group
California
$6K +$6.25K +100 New
GWM
524
Geneos Wealth Management
Colorado
$6K +$24.8K +396 +396%
GRP
525
Global Retirement Partners
California
$5K -$1.44K -23 -23%

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.