CMS Energy
707 hedge funds and large institutions have $20.1B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 60 closing their positions.
7,435% more call options, than puts
Call options by funds: $54.2M | Put options by funds: $720K
48% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 60
21% more capital invested
Capital invested by funds: $16.6B → $20.1B (+$3.54B)
18% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 231
3% more funds holding
Funds holding: 684 → 707 (+23)
2.23% more ownership
Funds ownership: 93.11% → 95.34% (+2.2%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$508M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$217M |
| 3 |
BlackRock
New York
|
+$135M |
| 4 |
JP Morgan Chase
New York
|
+$129M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$109M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$88M |
| 3 |
Bank of New York Mellon
New York
|
-$84.2M |
| 4 |
SCP
Soroban Capital Partners
New York
|
-$82.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$73M |
CMS Hedge Fund Activity: Q3 2024 in Review
707 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2024, worth a combined $20.1B — up 21% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new CMS positions and 60 closed out — a net gain of 29 holders — while 273 added to existing stakes and 231 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $508M. The largest seller was Ameriprise, cutting an estimated $109M.
- 707 institutional investors held CMS Energy (CMS) as of Q3 2024, up from 684 in Q2 2024.
- Funds reported $20.1B of CMS Energy stock for Q3 2024, up 21% quarter-over-quarter.
- 89 funds opened new CMS Energy positions in Q3 2024 and 60 closed out, a net change of +29 holders.
- The largest CMS Energy buyer in Q3 2024 was T. Rowe Price Associates, an estimated $508M added.
- The largest CMS Energy seller in Q3 2024 was Ameriprise, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2024.