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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
TPSF
201
Texas Permanent School Fund
Texas
$2.97M -$241K -3,857 -7%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$2.95M -$84.3K -1,348 -3%
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$2.94M +$882K +14,115 +41%
MSL
204
Mackay Shields LLC
New York
$2.92M -$23.9K -382 -0.8%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$2.88M +$15.1K +241 +0.5%
Squarepoint
206
Squarepoint
New York
$2.81M -$3.75M -60,064 -57%
DnB Asset Management
207
DnB Asset Management
Norway
$2.61M +$240K +3,837 +10%
Osaic Holdings
208
Osaic Holdings
Arizona
$2.59M -$60.3K -964 -2%
DA
209
Duality Advisers
Florida
$2.58M -$5.38M -86,131 -67%
MFIMFI
210
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.49M
UIM
211
USS Investment Management
United Kingdom
$2.49M
BBA
212
BLB&B Advisors
Pennsylvania
$2.48M -$242K -3,875 -9%
T
213
TOBAM
France
$2.46M -$3.47M -55,447 -58%
S
214
Seeyond
France
$2.44M +$254K +4,070 +11%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$2.42M +$1.61M +25,788 +187%
MSA
216
Mason Street Advisors
Wisconsin
$2.41M -$44.4K -710 -2%
PSUF
217
People's United Financial
Connecticut
$2.39M -$68.3K -1,093 -3%
Robeco Institutional Asset Management
218
Robeco Institutional Asset Management
Netherlands
$2.33M -$5.15M -82,469 -68%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$2.26M -$123K -1,969 -5%
AIMCA
220
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.26M
ProShare Advisors
221
ProShare Advisors
Maryland
$2.25M +$216K +3,452 +10%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$2.24M
MOACM
223
Mutual of America Capital Management
New York
$2.19M -$83K -1,328 -4%
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.18M +$578K +9,253 +35%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$2.17M +$754K +12,067 +51%

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.