CMS Energy
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$92.5M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$70.5M |
| 3 |
Morgan Stanley
New York
|
+$62.4M |
| 4 |
Amundi
Paris,
France
|
+$42.1M |
| 5 |
Millennium Management
New York
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$99.3M |
| 2 |
Citigroup
New York
|
-$90.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$28.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$25.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$24.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTA
676
Washington Trust Advisors
Wellesley,
Massachusetts
| – | -$6.81K | -111 | Closed |
|
|
CAL
677
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$6K | -96 | Closed |
|
|
SC
678
Schubert & Co
Mckinney,
Texas
| – | -$1.97K | -32 | Closed |
|
|
GFWA
679
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$798 | -13 | Closed |
|
|
PVH
680
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$362 | -6 | -67% |
|
|
AW
681
Avion Wealth
The Woodlands,
Texas
| – | +$483 | +8 | New |
|
682
Comerica Bank
Dallas,
Texas
| – | +$262K | +4,348 | New |
|
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.