We are live on ! Find out more
CMS icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B -$22.9M -366,747 -1%
BlackRock
2
BlackRock
New York
$1.57B -$38.8M -620,453 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.31B +$45M +719,810 +3%
State Street
4
State Street
Massachusetts
$953M +$5.37M +85,979 +0.6%
Capital International Investors
5
Capital International Investors
California
$510M +$25.1M +402,226 +5%
Capital World Investors
6
Capital World Investors
California
$441M +$7.45M +119,132 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$393M -$82.1M -1,312,812 -17%
Capital Research Global Investors
8
Capital Research Global Investors
California
$385M +$205K +3,275 +0.1%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$364M -$22M -351,546 -6%
Franklin Resources
10
Franklin Resources
California
$311M +$26.1K +417 +0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$304M +$5.35M +85,653 +2%
Ameriprise
12
Ameriprise
Minnesota
$244M +$11.4M +182,233 +5%
Legal & General Group
13
Legal & General Group
United Kingdom
$231M +$3.92M +62,793 +2%
Northern Trust
14
Northern Trust
Illinois
$211M -$9.92M -158,670 -4%
GQG Partners
15
GQG Partners
Florida
$196M +$194M +3,105,677 +2,849%
Invesco
16
Invesco
Georgia
$183M +$494K +7,902 +0.3%
Artisan Partners
17
Artisan Partners
Wisconsin
$178M -$17.3M -277,109 -9%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$167M -$8.37M -133,959 -5%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$161M -$70.7M -1,130,597 -30%
N
20
Nuveen
North Carolina
$150M +$88.8M +1,420,404 +136%
Bank of America
21
Bank of America
North Carolina
$142M -$16.7M -267,917 -10%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$141M -$4.84M -77,447 -3%
Jennison Associates
23
Jennison Associates
New York
$140M -$3.18M -50,892 -2%
Wells Fargo
24
Wells Fargo
California
$137M +$1.86M +29,811 +1%
EVM
25
Eaton Vance Management
Massachusetts
$137M -$33.4M -534,219 -19%

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.