CMS Energy
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$434M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$183M |
| 3 |
BlackRock
New York
|
+$163M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$69M |
| 5 |
Amundi
Paris,
France
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$121M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$114M |
| 3 |
ZP
Zimmer Partners
New York
|
-$110M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$91.3M |
| 5 |
JP Morgan Chase
New York
|
-$69M |
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.