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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
BWAM
601
Boyd Watterson Asset Management
Ohio
$2.27K – – –
FRA
602
Frank Rimerman Advisors
California
$2.15K +$2.07K +37 New
AW
603
Avion Wealth
Texas
$2K +$1.56K +28 New
CMP
604
Coston McIsaac & Partners
Maine
$2K +$2.12K +38 New
CPG
605
Cornerstone Planning Group
New Jersey
$1.86K -$447 -8 -20%
CAS
606
Coppell Advisory Solutions
Texas
$1.68K +$1.62K +29 New
CWC
607
Carolinas Wealth Consulting
North Carolina
$1.51K – – –
PPC
608
Park Place Capital
Alabama
$1.45K -$22.6K -404 -94%
PWMG
609
Private Wealth Management Group
New Jersey
$1.28K +$1.23K +22 New
IHWM
610
Iron Horse Wealth Management
Iowa
$1.16K – – –
CTA
611
Colonial Trust Advisors
South Carolina
$1.1K +$223 +4 +27%
BWM
612
Baystate Wealth Management
Massachusetts
$1.09K – – –
DF
613
Dunhill Financial
United Kingdom
$1.08K +$1.06K +19 New
AAP
614
Arax Advisory Partners
Colorado
$1.05K -$4.08K -73 -80%
PCMC
615
Planning Capital Management Corporation
Pennsylvania
$1.05K +$1K +18 New
TFA
616
Transamerica Financial Advisors
Florida
$1K – – –
DPW
617
DiNuzzo Private Wealth
Pennsylvania
$988 +$949 +17 New
TAM
618
Tucker Asset Management
Colorado
$987 – – –
SL
619
Salomon & Ludwin
Virginia
$956 – – –
LFG
620
Larson Financial Group
Missouri
$813 – – –
S
621
Sachetta
Massachusetts
$755 +$726 +13 New
FGAM
622
Financial Gravity Asset Management
Texas
$666 +$223 +4 +100%
CAM
623
ClariVest Asset Management
California
$638 +$614 +11 New
OCM
624
Orion Capital Management
California
$523 – – –
AWM
625
Abound Wealth Management
Tennessee
$465 +$56 +1 +14%
23 24
25
26 27

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.