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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
Macquarie Group
51
Macquarie Group
Australia
$57.3M +$7.12M +113,954 +14%
AAMU
52
Amundi Asset Management US
Massachusetts
$57.2M +$11M +176,115 +23%
PAM
53
Panagora Asset Management
Massachusetts
$56.2M +$22M +351,927 +62%
PP
54
Prudential plc
United Kingdom
$52M -$18.4M -294,456 -26%
CS
55
Credit Suisse
Switzerland
$51.9M -$6.83M -109,342 -11%
EIP
56
Energy Income Partners
Connecticut
$47.4M +$3.75M +60,030 +8%
CVA
57
Ceredex Value Advisors
Florida
$47.1M +$48.2M +771,575 New
TD Asset Management
58
TD Asset Management
Ontario, Canada
$46.8M +$13.7M +219,367 +40%
PGH
59
Partners Group Holding
Switzerland
$43.7M +$11.5M +183,253 +34%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$39M +$163K +2,613 +0.4%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$38.6M -$5.28M -84,417 -12%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$36.8M -$7.09M -113,373 -16%
Two Sigma Investments
63
Two Sigma Investments
New York
$35.9M -$9.39M -150,294 -20%
Deutsche Bank
64
Deutsche Bank
Germany
$35.7M -$8.15M -130,349 -18%
MAM
65
Martingale Asset Management
Massachusetts
$35.6M +$4.98M +79,746 +16%
Citadel Advisors
66
Citadel Advisors
Florida
$34.9M +$7.13M +114,066 +25%
Toronto Dominion Bank
67
Toronto Dominion Bank
Ontario, Canada
$34.6M +$1.58M +25,319 +5%
OAC
68
OMERS Administration Corp
Ontario, Canada
$34.5M +$18.5M +295,355 +109%
Principal Financial Group
69
Principal Financial Group
Iowa
$33.9M -$3.22M -51,482 -8%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$33M -$578K -9,245 -2%
KeyBank National Association
71
KeyBank National Association
Ohio
$30.9M -$11.3M -180,115 -26%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$30.4M +$131K +2,093 +0.4%
ECM
73
ExodusPoint Capital Management
New York
$30.4M +$19.8M +316,482 +174%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$30.3M -$1.46M -23,369 -4%
BC
75
Bruce & Co
Illinois
$30.1M

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.