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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
Macquarie Group
51
Macquarie Group
Australia
$50.7M -$27.5M -448,509 -35%
AAMU
52
Amundi Asset Management US
Massachusetts
$46.8M +$2.41M +39,327 +5%
Two Sigma Investments
53
Two Sigma Investments
New York
$45.4M +$33.5M +547,761 +287%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$44M -$16.3M -266,340 -27%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$44M -$3.63M -59,280 -8%
EIP
56
Energy Income Partners
Connecticut
$44M -$1.32M -21,499 -3%
Deutsche Bank
57
Deutsche Bank
Germany
$44M -$54.5K -890 -0.1%
KeyBank National Association
58
KeyBank National Association
Ohio
$42.1M +$266K +4,350 +0.6%
CI Investments Inc
59
CI Investments Inc
Ontario, Canada
$39.1M +$60.9K +994 +0.2%
Principal Financial Group
60
Principal Financial Group
Iowa
$37.2M +$751K +12,258 +2%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$35M +$2.56M +41,804 +8%
PAM
62
Panagora Asset Management
Massachusetts
$34.9M -$16.1M -262,894 -32%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$33.8M +$1.37M +22,405 +4%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$33.6M +$2.87M +46,828 +9%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$33.3M +$32K +523 +0.1%
PGH
66
Partners Group Holding
Switzerland
$32.7M -$2.12M -34,573 -6%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$31.9M -$687K -11,219 -2%
MAM
68
Martingale Asset Management
Massachusetts
$30.9M +$1.13M +18,503 +4%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$30.5M +$566K +9,245 +2%
BC
70
Bruce & Co
Illinois
$30.3M – – –
Citadel Advisors
71
Citadel Advisors
Florida
$28.1M -$17.1M -279,147 -38%
SI
72
Scout Investments
Missouri
$27.4M +$6.95M +113,468 +34%
Victory Capital Management
73
Victory Capital Management
Texas
$27.3M -$3.49M -56,972 -11%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$26.9M +$161K +2,624 +0.6%
Truist Financial
75
Truist Financial
North Carolina
$26.8M +$1.1M +17,959 +4%
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3
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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.