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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
ECM
651
Element Capital Management
New York
– -$1.7M -31,967 Closed
TI
652
Trexquant Investment
Connecticut
– -$1.51M -28,495 Closed
WCA
653
Waratah Capital Advisors
Ontario, Canada
– -$1.44M -27,043 Closed
SPA
654
Sherbrooke Park Advisers
New York
– -$1.15M -21,594 Closed
DCM
655
Dean Capital Management
Kansas
– -$1.1M -20,779 Closed
DTL
656
Dynamic Technology Lab
Singapore
– -$898K -16,908 Closed
PRC
657
Pearl River Capital
Michigan
– -$872K -16,417 Closed
ACM
658
Aquatic Capital Management
Illinois
– -$791K -14,900 Closed
TC
659
Toews Corporation
New Jersey
– -$759K -14,300 Closed
CIC
660
Cornercap Investment Counsel
Georgia
– -$728K -13,704 Closed
Walleye Capital
661
Walleye Capital
New York
– -$583K -10,981 Closed
Rockefeller Capital Management
662
Rockefeller Capital Management
New York
– -$582K -10,960 Closed
TC
663
TwinBeech Capital
New York
– -$563K -10,608 Closed
BC
664
Bridgefront Capital
Texas
– -$360K -6,775 Closed
PAS
665
Park Avenue Securities
New York
– -$343K -6,467 Closed
DFCM
666
Dark Forest Capital Management
Puerto Rico
– -$333K -6,279 Closed
MC
667
Machina Capital
France
– -$333K -6,264 Closed
AWS
668
Atria Wealth Solutions
New York
– -$325K -6,112 Closed
PCS
669
Personal CFO Solutions
New Jersey
– -$298K -5,609 Closed
VFA
670
Values First Advisors
Tennessee
– -$286K -5,377 Closed
OFS
671
OneAscent Financial Services
Alabama
– -$264K -4,973 Closed
TCM
672
Teza Capital Management
Illinois
– -$263K -4,954 Closed
MFS
673
Mirabella Financial Services
United Kingdom
– -$251K -4,733 Closed
FHC
674
First Heartland Consultants
Missouri
– -$239K -4,506 Closed
FMAEN1
675
Fund Management at Engine No 1
California
– -$221K -4,169 Closed
25 26
27
28 29

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.