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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
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$2.93M +$2.92M +47,664 New
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$2.88M -$21.6K -353 -0.7%
First Manhattan
203
First Manhattan
New York
$2.88M -$9.18K -150 -0.3%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$2.81M +$514K +8,402 +22%
BBA
205
BLB&B Advisors
Pennsylvania
$2.74M -$199K -3,250 -7%
Osaic Holdings
206
Osaic Holdings
Arizona
$2.66M -$120K -1,968 -4%
Renaissance Technologies
207
Renaissance Technologies
New York
$2.63M -$36.7M -599,594 -93%
LPL Financial
208
LPL Financial
California
$2.59M +$83.8K +1,368 +3%
QIM
209
Quantitative Investment Management
Virginia
$2.55M +$1.12M +18,347 +79%
FAB
210
First American Bank
Illinois
$2.53M -$9.43K -154 -0.4%
CSS
211
Cubist Systematic Strategies
Connecticut
$2.52M -$606K -9,905 -19%
MFIMFI
212
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.5M +$2.5M +40,795 New
UIM
213
USS Investment Management
United Kingdom
$2.5M – – –
WCM
214
Weld Capital Management
New York
$2.5M +$2.12M +34,570 +563%
PSUF
215
People's United Financial
Connecticut
$2.47M -$131K -2,139 -5%
MSA
216
Mason Street Advisors
Wisconsin
$2.47M -$40K -653 -2%
AMI
217
Amica Mutual Insurance
Rhode Island
$2.41M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
218
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.41M -$135K -2,200 -5%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$2.4M -$105K -1,719 -4%
HighTower Advisors
220
HighTower Advisors
Illinois
$2.4M -$20.3K -331 -0.8%
DnB Asset Management
221
DnB Asset Management
Norway
$2.4M -$361K -5,895 -13%
ZIG
222
Zurich Insurance Group
Switzerland
$2.36M – – –
Tudor Investment Corp
223
Tudor Investment Corp
Connecticut
$2.33M +$2.32M +37,903 New
MOACM
224
Mutual of America Capital Management
New York
$2.29M -$103K -1,688 -4%
PP
225
Paloma Partners
Connecticut
$2.29M -$1.6M -26,103 -41%
7 8
9
10 11

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.