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CMS Energy
CMS

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67% → 93.96% (+1.3%)

1% more funds holding

Funds holding: 627 → 635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M

Top Buyers

1
Citigroup
Citigroup
New York
+$121M
2
Morgan Stanley
Morgan Stanley
New York
+$113M
3
Capital International Investors
Capital International Investors
California
+$89M
4
UBS Group
UBS Group
Switzerland
+$74.9M
5
Fidelity International
Fidelity International
Bermuda
+$62M

Top Sellers

1
ZP
Zimmer Partners
New York
-$206M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$107M
3
Goldman Sachs
Goldman Sachs
New York
-$71.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$47.1M
5
SI
Scout Investments
Missouri
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
376
AIA Group
Hong Kong
$413K +$237K +4,004 +159%
VEA
377
Virtus ETF Advisers
New York
$411K -$1.06M -17,954 -73%
KPWS
378
Kestra Private Wealth Services
Texas
$410K -$7.27K -123 -2%
RAG
379
RIA Advisory Group
Iowa
$408K +$381K +6,440 New
VI
380
Versor Investments
New York
$404K -$1.14M -19,361 -75%
Cetera Investment Advisers
381
Cetera Investment Advisers
Illinois
$404K +$170K +2,869 +82%
BBVA
382
Banco Bilbao Vizcaya Argentaria
Spain
$403K +$236 +4 +0.1%
CWA
383
Centennial Wealth Advisory
Michigan
$402K +$42K +710 +13%
William Blair & Company
384
William Blair & Company
Illinois
$396K -$56.6K -957 -13%
EWM
385
Executive Wealth Management
Michigan
$392K +$345K +5,836 +1,617%
WS
386
Wedbush Securities
California
$390K +$59 +1 +0%
SLAM
387
Swiss Life Asset Management
$383K +$16.3K +276 +5%
AI
388
Atom Investors
Texas
$382K +$357K +6,034 New
IA
389
IFP Advisors
Florida
$382K -$21.4K -362 -4%
MGP
390
Metis Global Partners
California
$382K +$101K +1,707 +39%
Credit Agricole
391
Credit Agricole
France
$376K +$351K +5,936 New
CIM
392
Contravisory Investment Management
Massachusetts
$367K +$296 +5 +0.1%
PWMG
393
Pinnacle Wealth Management Group
Michigan
$366K +$19.5K +330 +6%
BTI
394
Blue Trust Inc
Georgia
$350K +$177K +2,999 +100%
BMSSC
395
B. Metzler seel. Sohn & Co
Germany
$349K – – –
SI
396
Stephens Inc
Arkansas
$337K +$11.5K +194 +4%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$330K +$51.7K +874 +20%
SBH
398
Segall Bryant & Hamill
Illinois
$327K – – –
SS
399
Simplicity Solutions
Minnesota
$324K -$58.4K -988 -16%
KF
400
Krilogy Financial
Missouri
$324K – – –
14 15
16
17 18

CMS Hedge Fund Activity: Q4 2022 in Review

635 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2022, worth a combined $17.2B — up 10% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CMS positions and 67 closed out — a net gain of 19 holders — while 257 added to existing stakes and 197 trimmed.

The largest buyer was Citigroup, adding an estimated $121M. The largest seller was Zimmer Partners, cutting an estimated $206M.

  • 635 institutional investors held CMS Energy (CMS) as of Q4 2022, up from 627 in Q3 2022.
  • Funds reported $17.2B of CMS Energy stock for Q4 2022, up 10% quarter-over-quarter.
  • 86 funds opened new CMS Energy positions in Q4 2022 and 67 closed out, a net change of +19 holders.
  • The largest CMS Energy buyer in Q4 2022 was Citigroup, an estimated $121M added.
  • The largest CMS Energy seller in Q4 2022 was Zimmer Partners, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2022.