CMS Energy
617 hedge funds and large institutions have $14.7B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 207 increasing their positions, 240 reducing their positions, and 69 closing their positions.
72% more call options, than puts
Call options by funds: $5.74M | Put options by funds: $3.33M
0.5% less ownership
Funds ownership: 95.15% → 94.65% (-0.5%)
4% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 69
2% less funds holding
Funds holding: 627 → 617 (-10)
10% less capital invested
Capital invested by funds: $16.3B → $14.7B (-$1.66B)
14% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 240
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$119M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$99.2M |
| 3 |
Amundi
Paris,
France
|
+$88.6M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$70.2M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$353M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$71M |
| 3 |
State Street
Boston,
Massachusetts
|
-$57.3M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$30.2M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$24.7M |
CMS Hedge Fund Activity: Q3 2023 in Review
617 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2023, worth a combined $14.7B — down 10% from $16.3B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of CMS and 66 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 207 added.
The largest buyer was Zimmer Partners, adding an estimated $119M. The largest seller was Capital International Investors, cutting an estimated $353M.
- 617 institutional investors held CMS Energy (CMS) as of Q3 2023, down from 627 in Q2 2023.
- Funds reported $14.7B of CMS Energy stock for Q3 2023, down 10% quarter-over-quarter.
- 66 funds opened new CMS Energy positions in Q3 2023 and 69 closed out, a net change of -3 holders.
- The largest CMS Energy buyer in Q3 2023 was Zimmer Partners, an estimated $119M added.
- The largest CMS Energy seller in Q3 2023 was Capital International Investors, an estimated $353M sold.
Based on aggregated 13F filings for Q3 2023.