We are live on ! Find out more
CMS icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B -$60.9M -994,395 -3%
BlackRock
2
BlackRock
New York
$1.62B +$46.6M +760,450 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.26B +$253M +4,135,462 +25%
State Street
4
State Street
Massachusetts
$954M -$23.7M -387,667 -2%
Capital International Investors
5
Capital International Investors
California
$489M +$84.8M +1,384,761 +21%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$476M -$8.5M -138,773 -2%
Capital World Investors
7
Capital World Investors
California
$436M -$512M -8,357,067 -54%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$388M -$5.23M -85,347 -1%
Capital Research Global Investors
9
Capital Research Global Investors
California
$388M +$70.4M +1,149,596 +22%
Franklin Resources
10
Franklin Resources
California
$313M +$242K +3,951 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$301M +$1.97M +32,197 +0.7%
Ameriprise
12
Ameriprise
Minnesota
$234M +$8.59M +140,302 +4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$231M +$20M +327,244 +10%
Legal & General Group
14
Legal & General Group
United Kingdom
$229M +$2.11M +34,518 +0.9%
Northern Trust
15
Northern Trust
Illinois
$222M -$3.4M -55,607 -2%
Artisan Partners
16
Artisan Partners
Wisconsin
$197M +$8.44M +137,777 +4%
Invesco
17
Invesco
Georgia
$183M -$910K -14,863 -0.5%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$176M -$5.13M -83,808 -3%
Fidelity International
19
Fidelity International
Bermuda
$172M -$824K -13,455 -0.5%
EVM
20
Eaton Vance Management
Massachusetts
$170M +$22.4M +365,032 +15%
Bank of America
21
Bank of America
North Carolina
$160M +$942K +15,384 +0.6%
BC
22
Brookfield Corp
Ontario, Canada
$146M +$31.2M +510,300 +27%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$146M -$628K -10,264 -0.4%
Jennison Associates
24
Jennison Associates
New York
$144M -$3.59M -58,641 -2%
Wells Fargo
25
Wells Fargo
California
$136M +$2.13M +34,782 +2%
1
2 3 4 5

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.