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CMS Energy

626 hedge funds and large institutions have $18B 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 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $7.11M | Put options by funds: $1.07M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

22% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 198

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

0.73% more ownership

Funds ownership: 91.73%92.47% (+0.73%)

3% less capital invested

Capital invested by funds: $18.5B → $18B (-$522M)

2% less funds holding

Funds holding: 636626 (-10)

Holders
626
Holders Change
-10
Holders Change %
-1.57%
% of All Funds
10.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
70
Increased
241
Reduced
198
Closed
66
Calls
$7.11M
Puts
$1.07M
Net Calls
+$6.04M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.47B +$48.1M +695,929 +2%
BlackRock
2
BlackRock
New York
$1.8B +$115M +1,665,037 +7%
State Street
3
State Street
Massachusetts
$1.13B +$30.5M +441,528 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.1B +$4.27M +61,795 +0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$818M -$345M -4,990,345 -29%
Capital International Investors
6
Capital International Investors
California
$665M -$32M -463,198 -4%
Capital Research Global Investors
7
Capital Research Global Investors
California
$417M -$46.9M -679,175 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$400M +$14.6M +210,774 +4%
Wells Fargo
9
Wells Fargo
California
$389M +$243M +3,519,691 +157%
Franklin Resources
10
Franklin Resources
California
$332M +$465K +6,733 +0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$331M -$1.96M -28,401 -0.6%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$320M -$12.7M -183,236 -4%
Ameriprise
13
Ameriprise
Minnesota
$314M +$1.03M +14,905 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$292M +$112M +1,625,800 +60%
Invesco
15
Invesco
Georgia
$286M +$4.3M +62,249 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$245M -$4.16M -60,236 -2%
Goldman Sachs
17
Goldman Sachs
New York
$233M -$45.2M -654,623 -16%
MAM
18
Magellan Asset Management
Australia
$226M +$64M +926,658 +38%
Northern Trust
19
Northern Trust
Illinois
$215M +$2.08M +30,065 +1%
Morgan Stanley
20
Morgan Stanley
New York
$200M +$106M +1,536,268 +108%
Jennison Associates
21
Jennison Associates
New York
$175M +$18.2M +263,287 +11%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$175M +$24M +347,288 +15%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$167M -$11.3M -163,873 -6%
EVM
24
Eaton Vance Management
Massachusetts
$155M +$42.7M +618,257 +37%
Bank of America
25
Bank of America
North Carolina
$146M +$4.61M +66,731 +3%

CMS Hedge Fund Activity: Q2 2022 in Review

626 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2022, worth a combined $18B — down 2.8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CMS positions and 66 closed out — a net gain of 4 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.

  • 626 institutional investors held CMS Energy (CMS) as of Q2 2022, down from 636 in Q1 2022.
  • Funds reported $18B of CMS Energy stock for Q2 2022, down 2.8% quarter-over-quarter.
  • 70 funds opened new CMS Energy positions in Q2 2022 and 66 closed out, a net change of +4 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.