CMS Energy
564 hedge funds and large institutions have $15.6B invested in CMS Energy in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 192 increasing their positions, 226 reducing their positions, and 80 closing their positions.
43% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $9.68M
0.27% more ownership
Funds ownership: 93.05% → 93.32% (+0.27%)
3% less funds holding
Funds holding: 580 → 564 (-16)
6% less capital invested
Capital invested by funds: $16.6B → $15.6B (-$1.01B)
15% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 226
16% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 80
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$122M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$99.6M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$94.7M |
| 4 |
BPSG
Brookfield Public Securities Group
New York
|
+$83.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$204M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$127M |
| 3 |
Bank of New York Mellon
New York
|
-$109M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$81.1M |
| 5 |
Millennium Management
New York
|
-$68.9M |
CMS Hedge Fund Activity: Q1 2020 in Review
564 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2020, worth a combined $15.6B — down 6.1% from $16.6B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of CMS and 67 opened new positions — a net loss of 13 holders — while 226 trimmed existing stakes and 192 added.
The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $204M.
- 564 institutional investors held CMS Energy (CMS) as of Q1 2020, down from 580 in Q4 2019.
- Funds reported $15.6B of CMS Energy stock for Q1 2020, down 6.1% quarter-over-quarter.
- 67 funds opened new CMS Energy positions in Q1 2020 and 80 closed out, a net change of -13 holders.
- The largest CMS Energy buyer in Q1 2020 was Goldman Sachs, an estimated $122M added.
- The largest CMS Energy seller in Q1 2020 was JP Morgan Chase, an estimated $204M sold.
Based on aggregated 13F filings for Q1 2020.