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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
GAM
576
Gotham Asset Management
New York
– -$366K -6,259 Closed
DIM
577
DC Investments Management
Virginia
– -$364K -6,234 Closed
ARTA
578
A.R.T. Advisors
New York
– -$364K -6,223 Closed
MSAM
579
Moloney Securities Asset Management
Missouri
– -$363K -6,215 Closed
RIM
580
Rampart Investment Management
Connecticut
– -$337K -5,772 Closed
OTPPB
581
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$331K -5,669 Closed
Wolverine Trading
582
Wolverine Trading
Illinois
– -$311K -5,086 Closed
BA
583
Bridgewater Associates
Connecticut
– -$262K -4,487 Closed
CCM
584
Cadence Capital Management
Massachusetts
– -$261K -4,473 Closed
CIM
585
Contravisory Investment Management
Massachusetts
– -$250K -4,231 Closed
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
– -$234K -4,000 Closed
B
587
Bellecapital
Switzerland
– -$229K -3,923 Closed
B
588
Barings
North Carolina
– -$231K -3,918 Closed
EI
589
Ethic Inc
New York
– -$219K -3,752 Closed
CCP
590
Corient Capital Partners
California
– -$212K -3,638 Closed
6M
591
6 Meridian
Kansas
– -$205K -3,506 Closed
C
592
Cerebellum
California
– -$122K -2,569 Closed
AWM
593
Apollon Wealth Management
South Carolina
– -$54K -933 Closed
NIT
594
NumerixS Investment Technologies
British Columbia, Canada
– -$47K -800 Closed
CIM
595
Centersquare Investment Management
Pennsylvania
– -$43K -740 Closed
OPS
596
Orion Portfolio Solutions
Nebraska
– -$38K -646 Closed
SF
597
Synovus Financial
Georgia
– -$37K -618 Closed
PA
598
Procyon Advisors
Connecticut
– -$32K -556 Closed
CFG
599
Citizens Financial Group
Rhode Island
– -$18K -307 Closed
VEA
600
Virtus ETF Advisers
New York
– -$15K -252 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.