CMS Energy
629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 251 increasing their positions, 195 reducing their positions, and 57 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 195
16% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 57
8% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $3.85M
0.21% less ownership
Funds ownership: 93.61% → 93.4% (-0.21%)
1% less funds holding
Funds holding: 634 → 629 (-5)
3% less capital invested
Capital invested by funds: $17.2B → $16.7B (-$487M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$70.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$67.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$51.9M |
| 4 |
JP Morgan Chase
New York
|
+$47.6M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$64M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$53.4M |
| 3 |
BlackRock
New York
|
-$52M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$50.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$40.2M |
CMS Hedge Fund Activity: Q1 2023 in Review
629 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2023, worth a combined $16.7B — down 2.8% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new CMS positions and 57 closed out — a net gain of 9 holders — while 251 added to existing stakes and 195 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $70.9M. The largest seller was UBS Group, cutting an estimated $64M.
- 629 institutional investors held CMS Energy (CMS) as of Q1 2023, down from 634 in Q4 2022.
- Funds reported $16.7B of CMS Energy stock for Q1 2023, down 2.8% quarter-over-quarter.
- 66 funds opened new CMS Energy positions in Q1 2023 and 57 closed out, a net change of +9 holders.
- The largest CMS Energy buyer in Q1 2023 was Balyasny Asset Management, an estimated $70.9M added.
- The largest CMS Energy seller in Q1 2023 was UBS Group, an estimated $64M sold.
Based on aggregated 13F filings for Q1 2023.