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CMS Energy

684 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 288 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

28,205% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $155K

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

48% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 195

3% more funds holding

Funds holding: 663684 (+21)

0.62% less ownership

Funds ownership: 93.73%93.11% (-0.62%)

2% less capital invested

Capital invested by funds: $16.9B → $16.6B (-$323M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
684
Holders Change
+21
Holders Change %
+3.17%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
80
Increased
288
Reduced
195
Closed
54
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K +$333K +5,499 +12,498%
OTL
427
Oak Thistle LLC
New York
$328K +$100K +1,655 +43%
VA
428
Vident Advisory
Georgia
$325K +$49.9K +824 +18%
William Blair & Company
429
William Blair & Company
Illinois
$323K -$33.1K -547 -9%
MYAM
430
Meiji Yasuda Asset Management
Japan
$323K +$1.03K +17 +0.3%
WS
431
Wedbush Securities
California
$314K -$40.7K -673 -11%
HAG
432
HighPoint Advisor Group
Illinois
$299K +$25.8K +426 +10%
SCP
433
Silverleafe Capital Partners
Tennessee
$298K
VIM
434
Vinva Investment Management
Australia
$296K +$299K +4,933 New
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$294K -$23.4K -386 -7%
SIC
436
Samalin Investment Counsel
New York
$294K +$11.7K +194 +4%
KPWS
437
Kestra Private Wealth Services
Texas
$292K -$42.3K -698 -12%
BMCM
438
Bryn Mawr Capital Management
Pennsylvania
$283K
GWP
439
Gen-Wealth Partners
Michigan
$283K
AWCI
440
Alpine Woods Capital Investors
New York
$283K
OPW
441
Oxler Private Wealth
New York
$282K +$2.06K +34 +0.7%
ZB
442
Zions Bancorporation
Utah
$282K -$205K -3,385 -42%
CCG
443
Chatham Capital Group
Georgia
$282K -$2.78M -45,952 -91%
PWMG
444
Pinnacle Wealth Management Group
Michigan
$281K
PRC
445
Pearl River Capital
Michigan
$280K +$285K +4,709 New
BTI
446
Blue Trust Inc
Georgia
$279K +$31.7K +524 +13%
IAS
447
Insigneo Advisory Services
Florida
$276K +$19.5K +322 +8%
NP
448
NorthRock Partners
Minnesota
$274K -$107K -1,773 -28%
BP
449
Ballentine Partners
Massachusetts
$272K -$6.42K -106 -2%
CIA
450
Capital Investment Advisors
Georgia
$269K +$182 +3 +0.1%

CMS Hedge Fund Activity: Q2 2024 in Review

684 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2024, worth a combined $16.6B — down 1.9% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CMS positions and 54 closed out — a net gain of 26 holders — while 288 added to existing stakes and 195 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $333M.

  • 684 institutional investors held CMS Energy (CMS) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $16.6B of CMS Energy stock for Q2 2024, down 1.9% quarter-over-quarter.
  • 80 funds opened new CMS Energy positions in Q2 2024 and 54 closed out, a net change of +26 holders.
  • The largest CMS Energy buyer in Q2 2024 was Massachusetts Financial Services, an estimated $210M added.
  • The largest CMS Energy seller in Q2 2024 was Capital International Investors, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.