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CMS Energy
CMS

628 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 203

1.75% more ownership

Funds ownership: 93.4% → 95.15% (+1.8%)

4% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 54

0% more funds holding

Funds holding: 628 → 628 (0)

2% less capital invested

Capital invested by funds: $16.7B → $16.3B (-$384M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

64% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $12.5M

Holders
628
Holders Change
–
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
246
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$92.5M
2
BC
Brookfield Corp
Ontario, Canada
+$70.5M
3
Morgan Stanley
Morgan Stanley
New York
+$62.4M
4
Amundi
Amundi
France
+$42.1M
5
Millennium Management
Millennium Management
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
ESCM
Echo Street Capital Management
New York
-$99.3M
2
Citigroup
Citigroup
New York
-$90.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$28.1M
4
Norges Bank
Norges Bank
Norway
-$25.4M
5
Franklin Resources
Franklin Resources
California
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
601
WR Wealth Planners
Missouri
$2.06K – – –
MCM
602
Magnolia Capital Management
New York
$2K – – –
VNA
603
Valley National Advisers
Pennsylvania
$2K – – –
Group One Trading
604
Group One Trading
Illinois
$1.94K +$1.99K +33 New
SS
605
Sunbelt Securities
Texas
$1.07K – – –
DI
606
Disciplined Investments
Oklahoma
$1.06K +$121 +2 +13%
SSB
607
Sandy Spring Bank
Maryland
$1.06K +$1.09K +18 New
BWM
608
Baystate Wealth Management
Massachusetts
$1.04K – – –
TFA
609
Transamerica Financial Advisors
Florida
$1K – – –
SIA
610
SkyView Investment Advisors
New Jersey
$1K +$603 +10 New
VF
611
VitalStone Financial
Texas
$1K +$1.39K +23 New
CFD
612
Creative Financial Designs
Indiana
$823 – – –
LFG
613
Larson Financial Group
Missouri
$823 – – –
CTA
614
Colonial Trust Advisors
South Carolina
$705 – – –
MA
615
MCF Advisors
Kentucky
$705 – – –
AWM
616
Abound Wealth Management
Tennessee
$415 +$422 +7 New
TFM
617
TFC Financial Management
Massachusetts
$412 +$422 +7 New
KFI
618
Key Financial Inc
Pennsylvania
$411 – – –
UFF
619
USA Financial Formulas
Michigan
$411 – – –
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$411 +$422 +7 New
FGAM
621
Financial Gravity Asset Management
Texas
$376 +$3.56K +59 New
TF
622
TimeScale Financial
Massachusetts
$294 – – –
TWD
623
True Wealth Design
Ohio
$235 – – –
PA
624
PSI Advisors
Florida
$59 – – –
TCOV
625
Trust Company of Vermont
Vermont
$59 – – –
23 24
25
26 27

CMS Hedge Fund Activity: Q2 2023 in Review

628 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2023, worth a combined $16.3B — down 2.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CMS positions and 54 closed out — a net gain of 2 holders — while 246 added to existing stakes and 203 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.5M. The largest seller was Echo Street Capital Management, cutting an estimated $99.3M.

  • 628 institutional investors held CMS Energy (CMS) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $16.3B of CMS Energy stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 56 funds opened new CMS Energy positions in Q2 2023 and 54 closed out, a net change of +2 holders.
  • The largest CMS Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $92.5M added.
  • The largest CMS Energy seller in Q2 2023 was Echo Street Capital Management, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2023.