We are live on ! Find out more
CMS icon

CMS Energy
CMS

632 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 203 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,687% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $1.72M

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

32% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 76

14% more capital invested

Capital invested by funds: $14.7B → $16.7B (+$2.03B)

3.82% more ownership

Funds ownership: 94.65% → 98.46% (+3.8%)

2% more funds holding

Funds holding: 617 → 632 (+15)

14% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 237

Holders
632
Holders Change
+15
Holders Change %
+2.43%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
203
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$434M
2
DZ Bank
DZ Bank
Germany
+$183M
3
BlackRock
BlackRock
New York
+$163M
4
Capital International Investors
Capital International Investors
California
+$69M
5
Amundi
Amundi
France
+$54.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$121M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$114M
3
ZP
Zimmer Partners
New York
-$110M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$91.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$69M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
26
Perpetual Ltd
Australia
$144M +$438K +7,846 +0.3%
Bank of America
27
Bank of America
North Carolina
$133M +$12.4M +221,408 +11%
DPIM
28
Duff & Phelps Investment Management
Illinois
$126M -$1.98M -35,438 -2%
N
29
Nuveen
North Carolina
$122M +$48.9M +875,725 +75%
Jennison Associates
30
Jennison Associates
New York
$121M -$2.11M -37,711 -2%
American Century Companies
31
American Century Companies
Missouri
$115M +$13.6M +244,038 +14%
Norges Bank
32
Norges Bank
Norway
$111M +$2.25M +40,306 +2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$105M -$1.16M -20,767 -1%
WHRC
34
W.H. Reaves & Co
New Jersey
$104M -$467K -8,354 -0.5%
Charles Schwab
35
Charles Schwab
California
$97.6M +$2.25M +40,302 +2%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$87.5M +$12.6M +225,872 +18%
Macquarie Group
37
Macquarie Group
Australia
$85.5M +$1.59M +28,554 +2%
UBS AM
38
UBS AM
Illinois
$84.7M -$3.67M -65,637 -4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$84M +$3.05M +54,612 +4%
Millennium Management
40
Millennium Management
New York
$82.4M +$8.94M +160,043 +13%
BC
41
Brookfield Corp
Ontario, Canada
$77.8M +$6.65M +119,022 +10%
CVA
42
Ceredex Value Advisors
Florida
$71.4M -$34.5M -617,177 -33%
Aberdeen Group
43
Aberdeen Group
United Kingdom
$64.3M -$114M -2,036,269 -65%
UBS Group
44
UBS Group
Switzerland
$62.5M +$31.4M +562,600 +109%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$62.1M +$34.1M +611,282 +133%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$60.3M +$1.04M +18,636 +2%
Cohen & Steers
47
Cohen & Steers
New York
$60M – – –
CIMLRA
48
CBRE Investment Management Listed Real Assets
Pennsylvania
$58.7M -$3.92M -70,237 -6%
CS
49
Credit Suisse
Switzerland
$58.1M +$4.55M +81,458 +9%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$56.6M +$6.62M +118,596 +14%
1
2
3 4 5

CMS Hedge Fund Activity: Q4 2023 in Review

632 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2023, worth a combined $16.7B — up 14% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CMS positions and 76 closed out — a net gain of 24 holders — while 203 added to existing stakes and 237 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $434M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 632 institutional investors held CMS Energy (CMS) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $16.7B of CMS Energy stock for Q4 2023, up 14% quarter-over-quarter.
  • 100 funds opened new CMS Energy positions in Q4 2023 and 76 closed out, a net change of +24 holders.
  • The largest CMS Energy buyer in Q4 2023 was Morgan Stanley, an estimated $434M added.
  • The largest CMS Energy seller in Q4 2023 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.