CMS Energy
627 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 54 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 203
1.75% more ownership
Funds ownership: 93.4% → 95.15% (+1.8%)
0% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 54
0% less funds holding
Funds holding: 629 → 627 (-2)
2% less capital invested
Capital invested by funds: $16.7B → $16.3B (-$388M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
64% less call options, than puts
Call options by funds: $4.49M | Put options by funds: $12.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$92.5M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$70.5M |
| 3 |
Morgan Stanley
New York
|
+$62.4M |
| 4 |
Amundi
Paris,
France
|
+$42.1M |
| 5 |
Millennium Management
New York
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$99.3M |
| 2 |
Citigroup
New York
|
-$90.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$28.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$25.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$24.1M |
CMS Hedge Fund Activity: Q2 2023 in Review
627 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2023, worth a combined $16.3B — down 2.3% from $16.7B a quarter earlier.
Fund positioning in CMS was balanced in Q2 2023: 54 funds opened new positions, 54 closed out, 246 added to existing stakes and 203 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $92.5M. The largest seller was Echo Street Capital Management, cutting an estimated $99.3M.
- 627 institutional investors held CMS Energy (CMS) as of Q2 2023, down from 629 in Q1 2023.
- Funds reported $16.3B of CMS Energy stock for Q2 2023, down 2.3% quarter-over-quarter.
- 54 funds opened new CMS Energy positions in Q2 2023 and 54 closed out, a net change of 0 holders.
- The largest CMS Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $92.5M added.
- The largest CMS Energy seller in Q2 2023 was Echo Street Capital Management, an estimated $99.3M sold.
Based on aggregated 13F filings for Q2 2023.