We are live on ! Find out more
CMSD

CMS Energy Corp 5.875% Junior Subordinated Notes due 2079
CMSD

3 hedge funds and large institutions have $508K invested in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,602% more capital invested

Capital invested by funds: $8.92K → $508K (+$499K)

50% more funds holding

Funds holding: 2 → 3 (+1)

0.08% more ownership

Funds ownership: 0% → 0.08% (+0.08%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFG
Ethos Financial Group
Pennsylvania
+$467K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$702

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1
Ethos Financial Group
Pennsylvania
$498K +$467K +19,945 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.59K +$702 +30 +10%
TAM
3
Tucker Asset Management
Colorado
$1.82K – – –

CMSD Hedge Fund Activity: Q4 2023 in Review

3 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) for Q4 2023, worth a combined $508K — up 5,602% from $8.92K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new CMSD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $467K.

  • 3 institutional investors held CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $508K of CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 stock for Q4 2023, up 5,602% quarter-over-quarter.
  • 1 fund opened new CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 buyer in Q4 2023 was Ethos Financial Group, an estimated $467K added.

Based on aggregated 13F filings for Q4 2023.