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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
PHK
576
Point72 Hong Kong
Hong Kong
-$1.6M -26,114 Closed
AL
577
AJO LP
Pennsylvania
-$1.43M -23,327 Closed
SEC
578
Seven Eight Capital
New York
-$1.38M -22,400 Closed
DTL
579
Dynamic Technology Lab
Singapore
-$1.31M -21,404 Closed
QT
580
Quantbot Technologies
New York
-$1.28M -20,867 Closed
Impax Asset Management Group
581
Impax Asset Management Group
United Kingdom
-$1.17M -19,103 Closed
PFM
582
Patton Fund Management
Texas
-$1.14M -18,625 Closed
TC
583
Toews Corporation
New Jersey
-$1M -16,300 Closed
JF
584
Jump Financial
Illinois
-$711K -11,571 Closed
SM
585
Sciencast Management
New Jersey
-$747K -11,422 Closed
QC
586
Quadrature Capital
United Kingdom
-$678K -11,040 Closed
NICM
587
Neo Ivy Capital Management
New York
-$662K -10,786 Closed
Skandinaviska Enskilda Banken (SEB)
588
Skandinaviska Enskilda Banken (SEB)
Sweden
-$583K -9,500 Closed
PRC
589
Pearl River Capital
Michigan
-$551K -8,978 Closed
HI
590
Horizon Investments
North Carolina
-$547K -8,967 Closed
MF
591
Magnetar Financial
Illinois
-$495K -8,067 Closed
FC
592
FORA Capital
Florida
-$404K -6,579 Closed
VF
593
Virtu Financial
New York
-$352K -5,728 Closed
DWA
594
Dorsey Wright & Associates
California
-$348K -5,674 Closed
SAM
595
Strategy Asset Managers
California
-$316K -5,138 Closed
OFS
596
OneAscent Financial Services
Alabama
-$313K -5,104 Closed
Verition Fund Management
597
Verition Fund Management
Connecticut
-$304K -4,952 Closed
PG
598
Pendal Group
Australia
-$292K -4,755 Closed
XM
599
XTX Markets
New York
-$254K -4,136 Closed
JIC
600
Johnson Investment Counsel
Ohio
-$239K -3,894 Closed

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.