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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
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$29.8M +$30.5M +488,211 New
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$29.6M +$5.83M +93,345 +24%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$28.9M +$8.06M +129,013 +37%
Truist Financial
79
Truist Financial
North Carolina
$27.3M +$654K +10,467 +2%
National Pension Service
80
National Pension Service
South Korea
$27.1M +$1.54M +24,666 +6%
BAMF
81
BI Asset Management Fondsmaeglerselskab
Denmark
$27M +$2.52M +40,374 +10%
Victory Capital Management
82
Victory Capital Management
Texas
$26.9M -$185K -2,959 -0.7%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$26.3M -$407K -6,510 -1%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$24.9M +$12.5M +200,779 +97%
Citigroup
85
Citigroup
New York
$24.4M -$1.23M -19,680 -5%
AllianceBernstein
86
AllianceBernstein
Tennessee
$23.7M -$1.72M -27,461 -7%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$22.5M -$2.42M -38,656 -9%
NA
88
NewEdge Advisors
Louisiana
$21.9M +$442K +7,078 +2%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$21.7M -$2.35M -37,647 -10%
Barclays
90
Barclays
United Kingdom
$21.2M +$677K +10,834 +3%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$21.2M -$14M -223,729 -39%
KBC Group
92
KBC Group
Belgium
$21M -$181K -2,898 -4%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$20.7M -$600K -9,596 -3%
DZ Bank
94
DZ Bank
Germany
$20.6M -$2.35M -37,587 -10%
SI
95
Scout Investments
Missouri
$20.5M -$6.91M -110,531 -25%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$20M -$2.4M -38,400 -11%
CIMLRA
97
CBRE Investment Management Listed Real Assets
Pennsylvania
$18.8M +$6.15M +98,390 +47%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$18.5M +$18.1M +289,823 +2,299%
CBT
99
Capital Bank & Trust
California
$18.3M -$47.7K -763 -0.3%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$18M -$134K -2,140 -0.7%

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.