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CMS Energy

555 hedge funds and large institutions have $15.5B invested in CMS Energy in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 184 increasing their positions, 225 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $15.6B → $15.5B (-$109M)

0.89% less ownership

Funds ownership: 93.53%92.63% (-0.89%)

5% less call options, than puts

Call options by funds: $6.7M | Put options by funds: $7.04M

6% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 64

1% less funds holding

Funds holding: 563555 (-8)

18% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 225

Holders
555
Holders Change
-8
Holders Change %
-1.42%
% of All Funds
11.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
184
Reduced
225
Closed
64
Calls
$6.7M
Puts
$7.04M
Net Calls
-$348K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$53.7M +$16.2M +279,333 +44%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$53.1M -$23.7M -409,332 -31%
APG Asset Management
53
APG Asset Management
Netherlands
$50.4M +$634K +10,956 +1%
PAM
54
Panagora Asset Management
Massachusetts
$48.6M -$868K -14,992 -2%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$47.2M +$9.04M +156,103 +24%
Millennium Management
56
Millennium Management
New York
$45.6M +$22.9M +394,973 +102%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$45.3M +$3.33M +57,450 +8%
American Century Companies
58
American Century Companies
Missouri
$44.9M +$42.9M +740,608 +2,662%
EIP
59
Energy Income Partners
Connecticut
$43.1M -$8.45M -145,928 -17%
Citadel Advisors
60
Citadel Advisors
Florida
$43M +$42M +724,975 +6,132%
AAMU
61
Amundi Asset Management US
Massachusetts
$42.2M +$4.36M +75,289 +12%
Deutsche Bank
62
Deutsche Bank
Germany
$41.9M -$22.6M -390,320 -35%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$41.6M -$11.5M -197,904 -22%
MBA
64
Maple-Brown Abbott
Australia
$41.2M +$3.89M +67,250 +11%
KeyBank National Association
65
KeyBank National Association
Ohio
$39.8M -$125K -2,162 -0.3%
Renaissance Technologies
66
Renaissance Technologies
New York
$37.5M -$64.6M -1,115,121 -63%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$37.2M +$34.3M +593,108 +1,382%
Principal Financial Group
68
Principal Financial Group
Iowa
$34.7M +$10.8M +186,653 +46%
PGH
69
Partners Group Holding
Switzerland
$33.1M +$8.35M +144,263 +34%
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$31.6M +$22.8M +393,925 +267%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$31M -$2.37M -40,883 -7%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$30.9M +$19.6M +338,669 +178%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$30.9M -$1.67M -28,869 -5%
Victory Capital Management
74
Victory Capital Management
Texas
$29.3M -$39.8M -687,461 -58%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$29.2M +$15.7M +271,579 +119%

CMS Hedge Fund Activity: Q2 2020 in Review

555 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2020, worth a combined $15.5B — down 0.7% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of CMS and 60 opened new positions — a net loss of 4 holders — while 225 trimmed existing stakes and 184 added.

The largest buyer was Capital Research Global Investors, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 555 institutional investors held CMS Energy (CMS) as of Q2 2020, down from 563 in Q1 2020.
  • Funds reported $15.5B of CMS Energy stock for Q2 2020, down 0.7% quarter-over-quarter.
  • 60 funds opened new CMS Energy positions in Q2 2020 and 64 closed out, a net change of -4 holders.
  • The largest CMS Energy buyer in Q2 2020 was Capital Research Global Investors, an estimated $120M added.
  • The largest CMS Energy seller in Q2 2020 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2020.