CMS Energy
636 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.
169% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $4.54M
145% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 42
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
31% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 182
9% more funds holding
Funds holding: 583 → 636 (+53)
8% more capital invested
Capital invested by funds: $17.2B → $18.5B (+$1.35B)
0.45% more ownership
Funds ownership: 91.29% → 91.73% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$175M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$138M |
| 3 |
State Street
Boston,
Massachusetts
|
+$105M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$97.8M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$202M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$143M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$84.9M |
| 4 |
BlackRock
New York
|
-$83.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$78M |
CMS Hedge Fund Activity: Q1 2022 in Review
636 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2022, worth a combined $18.5B — up 7.9% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CMS positions and 42 closed out — a net gain of 61 holders — while 238 added to existing stakes and 182 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $202M.
- 636 institutional investors held CMS Energy (CMS) as of Q1 2022, up from 583 in Q4 2021.
- Funds reported $18.5B of CMS Energy stock for Q1 2022, up 7.9% quarter-over-quarter.
- 103 funds opened new CMS Energy positions in Q1 2022 and 42 closed out, a net change of +61 holders.
- The largest CMS Energy buyer in Q1 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $175M added.
- The largest CMS Energy seller in Q1 2022 was T. Rowe Price Associates, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2022.