We are live on ! Find out more
CMS icon

CMS Energy
CMS

663 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,582% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $1.72M

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

5% more funds holding

Funds holding: 632 → 663 (+31)

1% more capital invested

Capital invested by funds: $16.7B → $16.9B (+$190M)

0% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 232

4.73% less ownership

Funds ownership: 98.46% → 93.73% (-4.7%)

Holders
663
Holders Change
+31
Holders Change %
+4.91%
% of All Funds
9.55%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
77
Increased
233
Reduced
232
Closed
41
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$177M
2
JP Morgan Chase
JP Morgan Chase
New York
+$161M
3
Prudential Financial
Prudential Financial
New Jersey
+$79.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$56.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$398M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$165M
3
BlackRock
BlackRock
New York
-$121M
4
ECM
ExodusPoint Capital Management
New York
-$119M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
626
Park Place Capital
Alabama
$1.51K – – –
SSB
627
Sandy Spring Bank
Maryland
$1.51K +$1.45K +25 New
FGAM
628
Financial Gravity Asset Management
Texas
$1.45K +$927 +16 +200%
A
629
AlphaQuest
New York
$1.39K +$1.33K +23 New
DF
630
Dunhill Financial
United Kingdom
$1.35K +$174 +3 +16%
PWMG
631
Private Wealth Management Group
New Jersey
$1.33K – – –
IHWM
632
Iron Horse Wealth Management
Iowa
$1.21K – – –
AT
633
Arlington Trust
Alabama
$1.21K +$1.16K +20 New
RFG
634
RFP Financial Group
Georgia
$1.21K +$1.16K +20 New
CTWM
635
Cherry Tree Wealth Management
Minnesota
$1.15K +$1.1K +19 New
PCMC
636
Planning Capital Management Corporation
Pennsylvania
$1.09K – – –
DPW
637
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$58 +1 +6%
SL
638
Salomon & Ludwin
Virginia
$1.09K – – –
TAM
639
Tucker Asset Management
Colorado
$1.03K – – –
PCM
640
Penserra Capital Management
California
$1K -$77K -1,328 -98%
TFA
641
Transamerica Financial Advisors
Florida
$1K – – –
LFG
642
Larson Financial Group
Missouri
$852 – – –
AGWCA
643
Annis Gardner Whiting Capital Advisors
Florida
$845 +$811 +14 New
ECM
644
Everence Capital Management
Indiana
$756 – – –
S
645
Sachetta
Massachusetts
$755 – – –
CAM
646
ClariVest Asset Management
California
$659 – – –
DWA
647
Delos Wealth Advisors
Texas
$604 +$580 +10 New
CFD
648
Creative Financial Designs
Indiana
$603 +$580 +10 New
OCM
649
Orion Capital Management
California
$543 – – –
TWD
650
True Wealth Design
Ohio
$423 +$174 +3 +75%
24 25
26
27 28

CMS Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2024, worth a combined $16.9B — up 1.1% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new CMS positions and 41 closed out — a net gain of 36 holders — while 233 added to existing stakes and 232 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $398M.

  • 663 institutional investors held CMS Energy (CMS) as of Q1 2024, up from 632 in Q4 2023.
  • Funds reported $16.9B of CMS Energy stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 77 funds opened new CMS Energy positions in Q1 2024 and 41 closed out, a net change of +36 holders.
  • The largest CMS Energy buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $177M added.
  • The largest CMS Energy seller in Q1 2024 was Morgan Stanley, an estimated $398M sold.

Based on aggregated 13F filings for Q1 2024.