CMS Energy
663 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, 233 increasing their positions, 232 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: 632 → 663 (+31)
1% more capital invested
Capital invested by funds: $16.7B → $16.9B (+$190M)
0% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 232
4.73% less ownership
Funds ownership: 98.46% → 93.73% (-4.7%)
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 |
Morgan Stanley
New York
|
-$398M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$165M |
| 3 |
BlackRock
New York
|
-$121M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$119M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$114M |
CMS Hedge Fund Activity: Q1 2024 in Review
663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2024, worth a combined $16.9B — up 1.1% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new CMS positions and 41 closed out — a net gain of 36 holders — while 233 added to existing stakes and 232 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $398M.
- 663 institutional investors held CMS Energy (CMS) as of Q1 2024, up from 632 in Q4 2023.
- Funds reported $16.9B of CMS Energy stock for Q1 2024, up 1.1% 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 Morgan Stanley, an estimated $398M sold.
Based on aggregated 13F filings for Q1 2024.