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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
Canada Life
126
Canada Life
Manitoba, Canada
$10.7M -$544K -8,889 -5%
AQR Capital Management
127
AQR Capital Management
Connecticut
$10.6M -$913K -14,906 -8%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$10.4M -$4.77M -77,827 -32%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$10.3M +$758K +12,387 +8%
EIP
130
Epoch Investment Partners
New York
$10.2M -$2.19M -35,826 -18%
Bessemer Group
131
Bessemer Group
New Jersey
$10M -$4.72M -77,023 -32%
CGI
132
Comgest Global Investors
France
$9.65M +$967K +15,800 +11%
M&T Bank
133
M&T Bank
New York
$8.98M -$84.3K -1,377 -0.9%
WHG
134
Westwood Holdings Group
Texas
$8.63M -$622K -10,165 -7%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$8.04M -$8.76M -143,152 -52%
SO
136
STRS Ohio
Ohio
$7.96M -$865K -14,129 -10%
DA
137
Duality Advisers
Florida
$7.89M +$6.89M +112,534 +707%
VNIM
138
Vaughan Nelson Investment Management
Texas
$7.79M -$462K -7,548 -6%
AIG
139
American International Group
New York
$7.58M -$202K -3,292 -3%
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$7.41M -$311K -5,076 -4%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.39M +$386K +6,312 +6%
SSA
142
Schonfeld Strategic Advisors
New York
$7.29M +$6.81M +111,185 +1,474%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$7.09M -$428K -6,996 -6%
MNBTD
144
Moody National Bank Trust Division
Texas
$7.05M – – –
FAF
145
Fjarde Ap-fonden
Sweden
$6.87M +$159K +2,600 +2%
CC
146
Cipher Capital
New York
$6.8M +$6.78M +110,754 New
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$6.76M +$15.1K +246 +0.2%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$6.7M -$11K -180 -0.2%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$6.7M -$95.9K -1,567 -1%
GQG Partners
150
GQG Partners
Florida
$6.69M -$180M -2,940,910 -96%
4 5
6
7 8

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.