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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
Wellington Management Group
601
Wellington Management Group
Massachusetts
-$228K -3,715 Closed
HS
602
Haafor (Singapore)
Singapore
-$226K -3,667 Closed
TCM
603
Tuttle Capital Management
Connecticut
-$221K -3,603 Closed
BP
604
Ballentine Partners
Massachusetts
-$211K -3,429 Closed
AA
605
Advisory Alpha
Michigan
-$161K -2,559 Closed
KCM
606
Kathmere Capital Management
Pennsylvania
-$111K -1,800 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
607
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$91K -1,476 Closed
PCM
608
Penserra Capital Management
California
-$81K -1,332 Closed
RA
609
Rational Advisors
New York
-$59K -966 Closed
PCM
610
Prelude Capital Management
New York
-$44K -724 Closed
BBL
611
Beck Bode LLC
Massachusetts
-$37K -602 Closed
JWM
612
Jeppson Wealth Management
California
-$34K -552 Closed
Bank Julius Baer & Co
613
Bank Julius Baer & Co
Switzerland
-$31K -512 Closed
Twin Tree Management
614
Twin Tree Management
Texas
-$31K -504 Closed
RFA
615
Reilly Financial Advisors
California
-$31K -500 Closed
NIM
616
NuWave Investment Management
New Jersey
-$25K -403 Closed
OIA
617
Optimum Investment Advisors
Illinois
-$17K -283 Closed
PI
618
PineBridge Investments
New York
-$14K -224 Closed
FHA
619
Flagship Harbor Advisors
Massachusetts
-$11K -183 Closed
NNP
620
Nachman Norwood & Parrott
South Carolina
-$10K -159 Closed
CHAM
621
Clear Harbor Asset Management
Connecticut
-$7.68K -125 Closed
EWA
622
Evolution Wealth Advisors
Florida
-$6K -103 Closed
AWM
623
Avior Wealth Management
Nebraska
-$6K -100 Closed
BBHC
624
Brown Brothers Harriman & Co
New York
-$5K -88 Closed
PFWA
625
Paces Ferry Wealth Advisors
Georgia
-$5K -78 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.