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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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$4.21M -$568K -9,084 -12%
MCM
177
Mattern Capital Management
Colorado
$4.06M +$26.6K +425 +0.6%
GIBU
178
Gulf International Bank (UK)
United Kingdom
$4.01M -$281K -4,500 -6%
SPC
179
Sigma Planning Corp
Michigan
$3.86M -$48.1K -769 -1%
Korea Investment Corp
180
Korea Investment Corp
South Korea
$3.82M -$1.5M -24,000 -28%
AMI
181
Amica Mutual Insurance
Rhode Island
$3.8M +$1.43M +22,945 +58%
BCV
182
Banque Cantonale Vaudoise
Switzerland
$3.75M -$303K -4,852 -7%
DILIC
183
Dai-ichi Life Insurance Company
Japan
$3.69M +$441K +7,054 +13%
H
184
Hexavest
Quebec, Canada
$3.69M -$2.75M -43,969 -42%
HFS
185
Hantz Financial Services
Michigan
$3.62M +$11.1K +177 +0.3%
SLAM
186
Swiss Life Asset Management
$3.61M +$3.7M +59,143 New
AAF
187
Andra AP-fonden
Sweden
$3.58M +$2.63M +42,100 +254%
EP
188
Edgestream Partners
New Jersey
$3.57M +$3.66M +58,562 New
URS
189
Utah Retirement Systems
Utah
$3.49M +$156K +2,500 +5%
SG Americas Securities
190
SG Americas Securities
New York
$3.37M +$77.5K +1,240 +2%
LPL Financial
191
LPL Financial
California
$3.25M +$694K +11,107 +26%
CWM
192
CIBC World Markets
New York
$3.22M +$1.14M +18,286 +53%
ECM
193
Exchange Capital Management
Michigan
$3.22M
O
194
Ossiam
France
$3.18M +$1.37M +21,879 +72%
American Century Companies
195
American Century Companies
Missouri
$3.17M +$1.53M +24,431 +89%
SAM
196
Securian Asset Management
Minnesota
$3.17M +$208K +3,332 +7%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$3.13M +$90.7K +1,451 +3%
FAB
198
First American Bank
Illinois
$3.05M +$551K +8,811 +21%
WorldQuant Millennium Advisors
199
WorldQuant Millennium Advisors
New York
$2.98M
HighTower Advisors
200
HighTower Advisors
Illinois
$2.97M +$607K +9,711 +25%

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.