We are live on ! Find out more
CMS icon

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
VI
151
Vestcor Inc
New Brunswick, Canada
$6.44M +$557K +8,908 +9%
MA
152
MUFG Americas
New York
$6.39M +$474K +7,576 +8%
Calamos Advisors
153
Calamos Advisors
Illinois
$6.37M -$283K -4,521 -4%
Aviva
154
Aviva
United Kingdom
$6M +$391K +6,263 +7%
Stifel Financial
155
Stifel Financial
Missouri
$5.99M -$76.9K -1,230 -1%
BCM
156
Brasada Capital Management
Texas
$5.91M +$206K +3,290 +4%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$5.89M -$524K -8,382 -8%
Connor, Clark & Lunn Investment Management (CC&L)
158
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.74M +$2.23M +35,603 +61%
Lazard Asset Management
159
Lazard Asset Management
New York
$5.72M +$5.85M +93,532 +36,969%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$30.3K +485 +0.5%
SAM
161
Shell Asset Management
Netherlands
$5.5M +$969K +15,510 +21%
NC
162
Nicholas Company
Wisconsin
$5.48M -$50K -800 -0.9%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5.45M -$277K -4,428 -5%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$5.21M +$135K +2,159 +3%
ASRS
165
Arizona State Retirement System
Arizona
$5.01M -$313K -5,002 -6%
HW
166
Hedeker Wealth
Illinois
$5.01M +$445K +7,116 +9%
Man Group
167
Man Group
United Kingdom
$4.92M -$10.2M -163,097 -67%
FAF
168
Första AP-fonden
Sweden
$4.85M +$469K +7,500 +10%
4WM
169
44 Wealth Management
Oregon
$4.8M +$4.91M +78,637 New
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$4.76M +$3M +47,950 +159%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$4.67M +$157K +2,512 +3%
Nomura Asset Management
172
Nomura Asset Management
Japan
$4.66M +$218K +3,482 +5%
RAM
173
RWC Asset Management
United Kingdom
$4.57M +$4.68M +74,829 New
SOMRS
174
State of Michigan Retirement System
Michigan
$4.39M -$68.8K -1,100 -2%
MIM
175
MetLife Investment Management
New Jersey
$4.24M -$190K -3,047 -4%

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.