CMS Energy
714 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 270 increasing their positions, 231 reducing their positions, and 85 closing their positions.
4,304% more call options, than puts
Call options by funds: $50.2M | Put options by funds: $1.14M
22% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 85
17% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 231
1% more funds holding
Funds holding: 707 → 714 (+7)
0.18% less ownership
Funds ownership: 95.34% → 95.16% (-0.18%)
6% less capital invested
Capital invested by funds: $20.1B → $18.9B (-$1.14B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$240M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$147M |
| 3 |
ZP
Zimmer Partners
New York
|
+$92.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$51.8M |
| 5 |
BlackRock
New York
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$228M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$145M |
| 3 |
Amundi
Paris,
France
|
-$115M |
| 4 |
JP Morgan Chase
New York
|
-$98M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$63.2M |
CMS Hedge Fund Activity: Q4 2024 in Review
714 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2024, worth a combined $18.9B — down 5.7% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new CMS positions and 85 closed out — a net gain of 19 holders — while 270 added to existing stakes and 231 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $240M. The largest seller was GQG Partners, cutting an estimated $228M.
- 714 institutional investors held CMS Energy (CMS) as of Q4 2024, up from 707 in Q3 2024.
- Funds reported $18.9B of CMS Energy stock for Q4 2024, down 5.7% quarter-over-quarter.
- 104 funds opened new CMS Energy positions in Q4 2024 and 85 closed out, a net change of +19 holders.
- The largest CMS Energy buyer in Q4 2024 was T. Rowe Price Associates, an estimated $240M added.
- The largest CMS Energy seller in Q4 2024 was GQG Partners, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2024.