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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
Calamos Advisors
151
Calamos Advisors
Illinois
$6.69M -$585K -9,559 -8%
ANI
152
American National Insurance
Texas
$6.57M – – –
Squarepoint
153
Squarepoint
New York
$6.51M -$4.97M -81,152 -43%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$6.44M +$707K +11,547 +12%
H
155
Hexavest
Quebec, Canada
$6.41M -$742K -12,118 -10%
Stifel Financial
156
Stifel Financial
Missouri
$6.11M -$407K -6,642 -6%
MA
157
MUFG Americas
New York
$5.97M +$406K +6,623 +7%
VI
158
Vestcor Inc
New Brunswick, Canada
$5.94M -$1.7M -27,740 -22%
T
159
TOBAM
France
$5.88M -$5.81M -94,938 -50%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$5.75M -$62K -1,012 -1%
BCM
161
Brasada Capital Management
Texas
$5.74M +$103K +1,688 +2%
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$5.68M -$184K -3,012 -3%
Aviva
163
Aviva
United Kingdom
$5.66M -$180K -2,938 -3%
NC
164
Nicholas Company
Wisconsin
$5.57M +$591K +9,660 +12%
ASRS
165
Arizona State Retirement System
Arizona
$5.35M +$1.28M +20,967 +32%
Korea Investment Corp
166
Korea Investment Corp
South Korea
$5.32M +$594K +9,700 +13%
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
$5.12M +$886K +14,464 +21%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$4.79M -$334K -5,451 -7%
HW
169
Hedeker Wealth
Illinois
$4.6M -$196K -3,201 -4%
SAM
170
Shell Asset Management
Netherlands
$4.58M +$230K +3,756 +5%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$4.55M +$84.3K +1,377 +2%
SOMRS
172
State of Michigan Retirement System
Michigan
$4.49M – – –
Nomura Asset Management
173
Nomura Asset Management
Japan
$4.47M +$42K +686 +1%
MIM
174
MetLife Investment Management
New Jersey
$4.46M -$139K -2,273 -3%
FAF
175
Första AP-fonden
Sweden
$4.42M -$2.83M -46,300 -39%
5 6
7
8 9

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.