CMS Energy
628 hedge funds and large institutions have $15.7B invested in CMS Energy in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 202 reducing their positions, and 57 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 202
22% more call options, than puts
Call options by funds: $7.78M | Put options by funds: $6.4M
12% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 57
0.19% more ownership
Funds ownership: 92.47% → 92.65% (+0.19%)
0% more funds holding
Funds holding: 627 → 628 (+1)
13% less capital invested
Capital invested by funds: $18.1B → $15.7B (-$2.43B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$156M |
| 2 |
JP Morgan Chase
New York
|
+$115M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$109M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$105M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$508M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$135M |
| 3 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$69.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$50.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$34.3M |
CMS Hedge Fund Activity: Q3 2022 in Review
628 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2022, worth a combined $15.7B — down 13% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CMS positions and 57 closed out — a net gain of 7 holders — while 246 added to existing stakes and 202 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $156M. The largest seller was T. Rowe Price Associates, cutting an estimated $508M.
- 628 institutional investors held CMS Energy (CMS) as of Q3 2022, up from 627 in Q2 2022.
- Funds reported $15.7B of CMS Energy stock for Q3 2022, down 13% quarter-over-quarter.
- 64 funds opened new CMS Energy positions in Q3 2022 and 57 closed out, a net change of +7 holders.
- The largest CMS Energy buyer in Q3 2022 was Zimmer Partners, an estimated $156M added.
- The largest CMS Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $508M sold.
Based on aggregated 13F filings for Q3 2022.