CMS Energy
627 hedge funds and large institutions have $18.1B invested in CMS Energy in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 198 reducing their positions, and 65 closing their positions.
1,215% more call options, than puts
Call options by funds: $6.39M | Put options by funds: $486K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
22% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 198
8% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 65
0.75% more ownership
Funds ownership: 91.72% → 92.47% (+0.75%)
3% less capital invested
Capital invested by funds: $18.6B → $18.1B (-$472M)
1% less funds holding
Funds holding: 636 → 627 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$243M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$112M |
| 4 |
Morgan Stanley
New York
|
+$106M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$345M |
| 2 |
ZP
Zimmer Partners
New York
|
-$70.7M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$51.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$46.9M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$46.9M |
CMS Hedge Fund Activity: Q2 2022 in Review
627 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2022, worth a combined $18.1B — down 2.5% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new CMS positions and 65 closed out — a net gain of 5 holders — while 241 added to existing stakes and 198 trimmed.
The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was T. Rowe Price Associates, cutting an estimated $345M.
- 627 institutional investors held CMS Energy (CMS) as of Q2 2022, down from 636 in Q1 2022.
- Funds reported $18.1B of CMS Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
- 70 funds opened new CMS Energy positions in Q2 2022 and 65 closed out, a net change of +5 holders.
- The largest CMS Energy buyer in Q2 2022 was Wells Fargo, an estimated $243M added.
- The largest CMS Energy seller in Q2 2022 was T. Rowe Price Associates, an estimated $345M sold.
Based on aggregated 13F filings for Q2 2022.