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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
AG
126
Aperio Group
California
$10.8M -$63.4K -1,015 -0.6%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$10.6M -$327K -5,236 -3%
UBS Group
128
UBS Group
Switzerland
$9.6M -$6.65M -106,455 -40%
SOADOR
129
State of Alaska Department of Revenue
Alaska
$9.59M -$738K -11,811 -7%
EIP
130
Epoch Investment Partners
New York
$9.57M -$575K -9,198 -6%
Comerica Bank
131
Comerica Bank
Texas
$9.46M -$372K -5,957 -4%
ACG
132
Aventail Capital Group
New York
$9.46M +$9.69M +155,000 New
PI
133
PGGM Investments
Netherlands
$9.41M +$9.64M +154,265 New
M&T Bank
134
M&T Bank
New York
$9.22M +$305K +4,887 +3%
TC
135
Telemus Capital
Michigan
$8.98M +$9.2M +147,147 New
ADEF
136
Adams Diversified Equity Fund
Maryland
$8.73M -$4.51M -72,100 -34%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.71M +$1.4M +22,367 +19%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$8.27M +$6.9M +110,428 +440%
WHG
139
Westwood Holdings Group
Texas
$8.21M -$366K -5,858 -4%
SO
140
STRS Ohio
Ohio
$8.12M +$220K +3,514 +3%
B
141
BP
United Kingdom
$7.81M +$6.32M +101,172 +378%
VNIM
142
Vaughan Nelson Investment Management
Texas
$7.56M -$183K -2,927 -2%
Assenagon Asset Management
143
Assenagon Asset Management
Luxembourg
$7.51M +$7.31M +116,926 +1,916%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$7.34M -$658K -10,526 -8%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$7.02M -$23.2K -371 -0.3%
MNBTD
146
Moody National Bank Trust Division
Texas
$7M
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$6.68M +$23.1K +370 +0.3%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$6.58M -$136K -2,172 -2%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$6.55M -$148K -2,368 -2%
ANI
150
American National Insurance
Texas
$6.53M

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.