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CMS Energy
CMS

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: 4 → 6 (+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: 556 → 557 (+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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$194M
2
N
Nuveen
North Carolina
+$88.8M
3
ZP
Zimmer Partners
New York
+$52.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$49.5M
5
CVA
Ceredex Value Advisors
Florida
+$48.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$82.1M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$70.7M
3
Fidelity International
Fidelity International
Bermuda
-$59.7M
4
BlackRock
BlackRock
New York
-$38.8M
5
EVM
Eaton Vance Management
Massachusetts
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
551
Inspire Advisors
Idaho
$1K +$625 +10 New
BC
552
Bartlett & Co
Ohio
$1K +$1.31K +21 New
SWA
553
SOA Wealth Advisors
New York
$1K +$1.56K +25 New
CWM
554
Curi Wealth Management
North Carolina
$1K +$1.81K +29 New
GEA
555
Glen Eagle Advisors
New Jersey
$976 – – –
TI
556
tru Independence
Oregon
$1 +$1.5K +24 New
WMSA
557
Weiss Multi-Strategy Advisers
New York
– -$25.2M -410,000 Closed
Adage Capital Partners
558
Adage Capital Partners
Massachusetts
– -$19.3M -313,800 Closed
SFI
559
Susquehanna Fundamental Investments
Pennsylvania
– -$13.5M -219,167 Closed
RPI
560
Railway Pension Investments
United Kingdom
– -$12.4M -202,315 Closed
ERSOT
561
Employees Retirement System of Texas
Texas
– -$12.2M -198,286 Closed
FAF
562
Fjarde Ap-fonden
Sweden
– -$6.87M -111,934 Closed
CC
563
Cipher Capital
New York
– -$6.8M -110,754 Closed
OCAM
564
Onex Canada Asset Management
Ontario, Canada
– -$4.25M -69,243 Closed
LCM
565
Laurion Capital Management
New York
– -$4.08M -66,394 Closed
KWILP
566
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3.69M -60,010 Closed
Qube Research & Technologies (QRT)
567
Qube Research & Technologies (QRT)
United Kingdom
– -$2.93M -47,664 Closed
Renaissance Technologies
568
Renaissance Technologies
New York
– -$2.63M -42,900 Closed
WCM
569
Weld Capital Management
New York
– -$2.5M -40,707 Closed
ZIG
570
Zurich Insurance Group
Switzerland
– -$2.36M -38,500 Closed
Tudor Investment Corp
571
Tudor Investment Corp
Connecticut
– -$2.33M -37,903 Closed
Balyasny Asset Management
572
Balyasny Asset Management
Illinois
– -$2.22M -36,161 Closed
TA
573
Tiedemann Advisors
New York
– -$1.95M -31,660 Closed
IMPI
574
Ilmarinen Mutual Pension Insurance
Finland
– -$1.87M -30,500 Closed
FCM
575
Fortis Capital Management
Washington
– -$1.84M -30,000 Closed
21 22
23
24 25

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.