CMS Energy
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.
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%)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$253M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$84.8M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$84M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$70.4M |
| 5 |
BlackRock
New York
|
+$46.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
601
Balentine LLC
Atlanta,
Georgia
| – | -$14K | -232 | Closed |
|
|
VFA
602
Valeo Financial Advisors
Carmel,
Indiana
| – | -$12K | -203 | Closed |
|
|
FWM
603
FSA Wealth Management
Needham,
Massachusetts
| – | -$6K | -100 | Closed |
|
604
ClearBridge Investments
New York
| – | -$5K | -82 | Closed |
|
|
SCA
605
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$1K | -23 | Closed |
|
|
TFA
606
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -2 | Closed |
|
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.