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CMS Energy
CMS

627 hedge funds and large institutions have $15.6B invested in CMS Energy in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 202

22% more call options, than puts

Call options by funds: $7.78M | Put options by funds: $6.4M

12% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 57

0.2% more ownership

Funds ownership: 92.47% → 92.67% (+0.2%)

0% more funds holding

Funds holding: 626 → 627 (+1)

13% less capital invested

Capital invested by funds: $18B → $15.6B (-$2.42B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
627
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
64
Increased
246
Reduced
202
Closed
57
Calls
$7.78M
Puts
$6.4M
Net Calls
+$1.38M
Net Calls Change
-$4.66M

Top Buyers

1
ZP
Zimmer Partners
New York
+$156M
2
JP Morgan Chase
JP Morgan Chase
New York
+$115M
3
Ameriprise
Ameriprise
Minnesota
+$109M
4
CVA
Ceredex Value Advisors
Florida
+$105M
5
Citadel Advisors
Citadel Advisors
Florida
+$61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$508M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$135M
3
CIA
ClearBridge Investments (Australia)
Australia
-$69.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$50.8M
5
Franklin Resources
Franklin Resources
California
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
301
SG Americas Securities
New York
$1.08M +$587K +8,733 +89%
JMPWA
302
JP Morgan Private Wealth Advisors
California
$1.08M +$265K +3,936 +27%
VIA
303
Vident Investment Advisory
Georgia
$1.07M +$375K +5,572 +40%
E
304
Ergoteles
New York
$1.06M +$214K +3,185 +21%
Creative Planning
305
Creative Planning
Kansas
$1.05M +$13.4K +199 +1%
Mariner
306
Mariner
Kansas
$1.05M +$182K +2,706 +18%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$1.02M +$327K +4,866 +39%
MLICM
308
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M -$13.3K -198 -1%
CTA
309
Chesley Taft & Associates
Illinois
$1M – – –
TC
310
Toews Corporation
New Jersey
$1M -$26.9K -400 -2%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$998K -$168K -2,499 -13%
UFF
312
USA Financial Formulas
Michigan
$987K +$1.14M +16,909 +56,363%
GT
313
Greenleaf Trust
Michigan
$976K +$1.75K +26 +0.2%
QC
314
Quadrature Capital
United Kingdom
$975K +$1.13M +16,735 New
HFS
315
Hantz Financial Services
Michigan
$962K +$135 +2 +0%
SLI
316
Sumitomo Life Insurance
Japan
$958K -$83.9K -1,247 -7%
FTDI
317
First Trust Direct Indexing
Massachusetts
$945K +$242K +3,596 +28%
MNBTD
318
Moody National Bank Trust Division
Texas
$930K – – –
KNW
319
Kesler Norman & Wride
Utah
$929K +$3.56K +53 +0.3%
PFO
320
Pathstone Family Office
New Jersey
$925K +$727K +10,812 +214%
HWM
321
HB Wealth Management
Georgia
$919K +$9.21K +137 +0.9%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$915K +$194K +2,883 +23%
VPIM
323
Vanguard Personalized Indexing Management
California
$910K +$65.7K +977 +7%
PI
324
Pettee Investors
Connecticut
$895K – – –
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$863K -$87.4K -1,300 -8%
11 12
13
14 15

CMS Hedge Fund Activity: Q3 2022 in Review

627 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2022, worth a combined $15.6B — down 13% from $18B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CMS positions and 57 closed out — a net gain of 7 holders — while 246 added to existing stakes and 202 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $156M. The largest seller was T. Rowe Price Associates, cutting an estimated $508M.

  • 627 institutional investors held CMS Energy (CMS) as of Q3 2022, up from 626 in Q2 2022.
  • Funds reported $15.6B of CMS Energy stock for Q3 2022, down 13% quarter-over-quarter.
  • 64 funds opened new CMS Energy positions in Q3 2022 and 57 closed out, a net change of +7 holders.
  • The largest CMS Energy buyer in Q3 2022 was Zimmer Partners, an estimated $156M added.
  • The largest CMS Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $508M sold.

Based on aggregated 13F filings for Q3 2022.