CMS Energy
664 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 233 reducing their positions, and 41 closing their positions.
2,582% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $1.72M
88% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 41
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
5% more funds holding
Funds holding: 633 → 664 (+31)
4% more capital invested
Capital invested by funds: $16.3B → $16.9B (+$578M)
0% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 233
2.46% less ownership
Funds ownership: 96.18% → 93.72% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$177M |
| 2 |
JP Morgan Chase
New York
|
+$161M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$79.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$56.5M |
| 5 |
D.E. Shaw & Co
New York
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$165M |
| 2 |
BlackRock
New York
|
-$121M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$119M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$114M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$94.8M |
CMS Hedge Fund Activity: Q1 2024 in Review
664 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2024, worth a combined $16.9B — up 3.5% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new CMS positions and 41 closed out — a net gain of 36 holders — while 232 added to existing stakes and 233 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $177M. The largest seller was Capital Research Global Investors, cutting an estimated $165M.
- 664 institutional investors held CMS Energy (CMS) as of Q1 2024, up from 633 in Q4 2023.
- Funds reported $16.9B of CMS Energy stock for Q1 2024, up 3.5% quarter-over-quarter.
- 77 funds opened new CMS Energy positions in Q1 2024 and 41 closed out, a net change of +36 holders.
- The largest CMS Energy buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $177M added.
- The largest CMS Energy seller in Q1 2024 was Capital Research Global Investors, an estimated $165M sold.
Based on aggregated 13F filings for Q1 2024.