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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

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

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
SWM
551
Sugarloaf Wealth Management
Georgia
$1K – – –
UFF
552
USA Financial Formulas
Michigan
$1K – – –
VNA
553
Valley National Advisers
Pennsylvania
$1K – – –
CA
554
Crewe Advisors
Utah
$1K +$1.35K +22 New
GEA
555
Glen Eagle Advisors
New Jersey
$983 – – –
CVA
556
Ceredex Value Advisors
Florida
– -$70.3M -1,202,700 Closed
MBA
557
Maple-Brown Abbott
Australia
– -$41.2M -705,545 Closed
Voloridge Investment Management
558
Voloridge Investment Management
Florida
– -$17.1M -292,537 Closed
CANY
559
Caxton Associates (New York)
New York
– -$10.5M -179,470 Closed
EAM
560
Eventide Asset Management
Massachusetts
– -$3.1M -53,100 Closed
MWNA
561
Marshall Wace North America
New York
– -$2.89M -49,529 Closed
Point72 Asset Management
562
Point72 Asset Management
Connecticut
– -$2.79M -47,800 Closed
Los Angeles Capital Management
563
Los Angeles Capital Management
California
– -$2.01M -34,333 Closed
UOC
564
UBS O'Connor
Illinois
– -$1.75M -30,000 Closed
OC
565
Oppenheimer & Co
New York
– -$1.75M -29,984 Closed
EP
566
Edgestream Partners
New Jersey
– -$1.58M -27,093 Closed
ACM
567
Alethea Capital Management
Washington
– -$945K -16,178 Closed
HF
568
HRT Financial
New York
– -$652K -11,167 Closed
BCM
569
Bayesian Capital Management
New York
– -$631K -10,800 Closed
Jacobs Levy Equity Management
570
Jacobs Levy Equity Management
New Jersey
– -$625K -10,694 Closed
BFM
571
Boothbay Fund Management
New York
– -$540K -9,241 Closed
TCM
572
Teza Capital Management
Illinois
– -$496K -8,489 Closed
JCM
573
JS Capital Management
New York
– -$415K -7,100 Closed
NFT
574
Nan Fung Trinity
Hong Kong
– -$407K -6,980 Closed
Marshall Wace
575
Marshall Wace
United Kingdom
– -$387K -6,624 Closed
21 22
23
24 25

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.