CMS Energy Corp 5.875% Junior Subordinated Notes due 2079
CMSD
3 hedge funds and large institutions have $492K invested in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
454% more capital invested
Capital invested by funds: $88.8K → $492K (+$403K)
0.06% more ownership
Funds ownership: 0.02% → 0.08% (+0.06%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$485K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Register Financial Advisors
Atlanta,
Georgia
|
-$85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFG
1
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $484K | +$485K | +19,945 | New |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.34K | +$2.96K | +122 | +124% |
|
|
TAM
3
Tucker Asset Management
Littleton,
Colorado
| $1.77K | – | – | – |
|
|
RFA
4
Register Financial Advisors
Atlanta,
Georgia
| – | -$85K | -3,793 | Closed |
|
CMSD Hedge Fund Activity: Q1 2023 in Review
3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) for Q1 2023, worth a combined $492K — up 454% from $88.8K a quarter earlier.
Fund positioning in CMSD was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $485K. The largest seller was Register Financial Advisors, exiting entirely with an estimated $85K sold.
- 3 institutional investors held CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $492K of CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 stock for Q1 2023, up 454% quarter-over-quarter.
- 1 fund opened new CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 buyer in Q1 2023 was Ethos Financial Group, an estimated $485K added.
- The largest CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 seller in Q1 2023 was Register Financial Advisors, an estimated $85K sold.
Based on aggregated 13F filings for Q1 2023.