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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
UBS Group
101
UBS Group
Switzerland
$16.2M +$5.28M +86,156 +49%
MAM
102
Magellan Asset Management
Australia
$16M +$892K +14,573 +6%
ACI
103
AMP Capital Investors
Australia
$16M -$1.58M -25,861 -9%
Man Group
104
Man Group
United Kingdom
$15M +$14M +228,094 +1,456%
MSV
105
MN Services Vermogensbeheer
Netherlands
$14.9M – – –
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$14.8M +$819K +13,380 +6%
PCA
107
Personal Capital Advisors
California
$14.3M +$868K +14,180 +6%
ZP
108
Zimmer Partners
New York
$14.2M +$14.2M +231,190 New
Prudential Financial
109
Prudential Financial
New Jersey
$13.5M -$148K -2,415 -1%
SFI
110
Susquehanna Fundamental Investments
Pennsylvania
$13.5M +$10M +163,793 +296%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$13.3M -$1.1M -18,042 -8%
ADEF
112
Adams Diversified Equity Fund
Maryland
$13.2M +$13.2M +215,200 New
CIMLRA
113
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.9M +$2.94M +48,051 +30%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$12.8M -$3.57M -58,388 -22%
RPI
115
Railway Pension Investments
United Kingdom
$12.4M – – –
GF
116
Gabelli Funds
New York
$12.4M +$184K +3,000 +2%
CIP
117
Chartwell Investment Partners
Pennsylvania
$12.3M +$236K +3,860 +2%
SEI Investments
118
SEI Investments
Pennsylvania
$12.2M -$1.45M -23,635 -11%
ERSOT
119
Employees Retirement System of Texas
Texas
$12.2M +$8.14M +133,000 +204%
US Bancorp
120
US Bancorp
Minnesota
$11.9M -$121K -1,977 -1%
RJA
121
Raymond James & Associates
Florida
$11.9M +$2.96M +48,399 +33%
ECM
122
ExodusPoint Capital Management
New York
$11.1M +$11.1M +181,430 New
Comerica Bank
123
Comerica Bank
Texas
$11.1M +$605K +9,881 +6%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$11M -$569K -9,288 -5%
AG
125
Aperio Group
California
$11M +$353K +5,763 +3%
3 4
5
6 7

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.