CMS Energy
575 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.
279% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $5.18M
24% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 54
17% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 194
2% more funds holding
Funds holding: 566 → 575 (+9)
0.85% more ownership
Funds ownership: 90.08% → 90.93% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less capital invested
Capital invested by funds: $15.9B → $15.5B (-$408M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$457M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$204M |
| 3 |
Goldman Sachs
New York
|
+$145M |
| 4 |
ZP
Zimmer Partners
New York
|
+$115M |
| 5 |
Renaissance Technologies
New York
|
+$93.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$373M |
| 2 |
JP Morgan Chase
New York
|
-$246M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$177M |
| 4 |
Millennium Management
New York
|
-$126M |
| 5 |
Bank of New York Mellon
New York
|
-$78.5M |
CMS Hedge Fund Activity: Q2 2021 in Review
575 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2021, worth a combined $15.5B — down 2.6% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new CMS positions and 54 closed out — a net gain of 13 holders — while 227 added to existing stakes and 194 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $457M. The largest seller was GQG Partners, exiting entirely with an estimated $373M sold.
- 575 institutional investors held CMS Energy (CMS) as of Q2 2021, up from 566 in Q1 2021.
- Funds reported $15.5B of CMS Energy stock for Q2 2021, down 2.6% quarter-over-quarter.
- 67 funds opened new CMS Energy positions in Q2 2021 and 54 closed out, a net change of +13 holders.
- The largest CMS Energy buyer in Q2 2021 was T. Rowe Price Associates, an estimated $457M added.
- The largest CMS Energy seller in Q2 2021 was GQG Partners, an estimated $373M sold.
Based on aggregated 13F filings for Q2 2021.