CMS Energy
634 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 256 increasing their positions, 197 reducing their positions, and 67 closing their positions.
972% more call options, than puts
Call options by funds: $6.31M | Put options by funds: $589K
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
34% more capital inflows, than outflows
Capital inflows: $1.41B | Capital outflows: $1.05B
30% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 197
27% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 67
1% more funds holding
Funds holding: 628 → 634 (+6)
0.96% more ownership
Funds ownership: 92.65% → 93.61% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$121M |
| 2 |
Morgan Stanley
New York
|
+$113M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$89M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$74.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$206M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$107M |
| 3 |
Goldman Sachs
New York
|
-$71.5M |
| 4 |
Renaissance Technologies
New York
|
-$47.1M |
| 5 |
Scout Investments
Kansas City,
Missouri
|
-$43.7M |
CMS Hedge Fund Activity: Q4 2022 in Review
634 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2022, worth a combined $17.2B — up 9.7% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new CMS positions and 67 closed out — a net gain of 18 holders — while 256 added to existing stakes and 197 trimmed.
The largest buyer was Citigroup, adding an estimated $121M. The largest seller was Zimmer Partners, cutting an estimated $206M.
- 634 institutional investors held CMS Energy (CMS) as of Q4 2022, up from 628 in Q3 2022.
- Funds reported $17.2B of CMS Energy stock for Q4 2022, up 9.7% quarter-over-quarter.
- 85 funds opened new CMS Energy positions in Q4 2022 and 67 closed out, a net change of +18 holders.
- The largest CMS Energy buyer in Q4 2022 was Citigroup, an estimated $121M added.
- The largest CMS Energy seller in Q4 2022 was Zimmer Partners, an estimated $206M sold.
Based on aggregated 13F filings for Q4 2022.