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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$17.5M -$4.59M -73,486 -20%
ESCM
102
Echo Street Capital Management
New York
$17.5M +$14.5M +232,719 +429%
Point72 Asset Management
103
Point72 Asset Management
Connecticut
$17.5M +$17.9M +286,908 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17M -$1.51M -24,155 -8%
GC
105
Guggenheim Capital
Illinois
$16.7M -$2.24M -35,782 -12%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$16.6M -$3.03M -48,404 -15%
MAM
107
Magellan Asset Management
Australia
$16.4M +$499K +7,986 +3%
Asset Management One
108
Asset Management One
Japan
$16.4M -$326K -5,208 -2%
CTA
109
Carillon Tower Advisers
Florida
$15.7M -$5.06M -81,036 -24%
ACI
110
AMP Capital Investors
Australia
$15.5M -$162K -2,589 -1%
PCA
111
Personal Capital Advisors
California
$15.5M +$1.31M +20,948 +9%
MSV
112
MN Services Vermogensbeheer
Netherlands
$15.4M +$625K +10,000 +4%
HAI
113
Hennessy Advisors Inc
California
$15M -$2.39M -38,200 -13%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$13.3M -$1.48M -23,660 -10%
Prudential Financial
115
Prudential Financial
New Jersey
$13.2M -$290K -4,632 -2%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$12.8M -$423K -6,765 -3%
GF
117
Gabelli Funds
New York
$12.3M
SEI Investments
118
SEI Investments
Pennsylvania
$12.3M +$88.7K +1,419 +0.7%
Millennium Management
119
Millennium Management
New York
$12M -$28.1M -450,134 -70%
CIP
120
Chartwell Investment Partners
Pennsylvania
$12M -$266K -4,252 -2%
US Bancorp
121
US Bancorp
Minnesota
$11.8M -$60K -960 -0.5%
CGI
122
Comgest Global Investors
France
$11.8M +$2.26M +36,200 +23%
RJA
123
Raymond James & Associates
Florida
$11.7M -$90.9K -1,455 -0.8%
AQR Capital Management
124
AQR Capital Management
Connecticut
$11.5M +$1.2M +19,263 +11%
Canada Life
125
Canada Life
Manitoba, Canada
$11.2M +$537K +8,597 +5%

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.