CMS Energy
564 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 55 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 192
2% more capital invested
Capital invested by funds: $15.5B → $15.8B (+$271M)
0.46% more ownership
Funds ownership: 90.93% → 91.4% (+0.46%)
2% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 55
10% less call options, than puts
Call options by funds: $6.3M | Put options by funds: $6.97M
2% less funds holding
Funds holding: 574 → 564 (-10)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$575M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$62.4M |
| 3 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$39.7M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$36.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$216M |
| 2 |
JP Morgan Chase
New York
|
-$105M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$83.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$52.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$47.2M |
CMS Hedge Fund Activity: Q3 2021 in Review
564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2021, worth a combined $15.8B — up 1.7% from $15.5B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of CMS and 54 opened new positions — a net loss of 1 holder — while 192 trimmed existing stakes and 211 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $575M. The largest seller was Capital World Investors, cutting an estimated $216M.
- 564 institutional investors held CMS Energy (CMS) as of Q3 2021, down from 574 in Q2 2021.
- Funds reported $15.8B of CMS Energy stock for Q3 2021, up 1.7% quarter-over-quarter.
- 54 funds opened new CMS Energy positions in Q3 2021 and 55 closed out, a net change of -1 holder.
- The largest CMS Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $575M added.
- The largest CMS Energy seller in Q3 2021 was Capital World Investors, an estimated $216M sold.
Based on aggregated 13F filings for Q3 2021.