CMS icon

CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
226
First Citizens Bank & Trust
North Carolina
$2.38M +$528K +8,598 +28%
GIBU
227
Gulf International Bank (UK)
United Kingdom
$2.36M -$671K -10,935 -22%
X
228
Xponance
Pennsylvania
$2.3M +$62.1K +1,012 +3%
Fuller & Thaler Asset Management
229
Fuller & Thaler Asset Management
California
$2.28M +$255K +4,161 +13%
CII
230
Capital International Inc
California
$2.27M -$31.5K -514 -1%
VRS
231
Virginia Retirement Systems
Virginia
$2.24M +$2.24M +36,441 New
ECM
232
Element Capital Management
New York
$2.22M +$2.22M +36,223 New
PP
233
Prudential plc
United Kingdom
$2.18M -$117K -1,901 -5%
AI
234
Atria Investments
North Carolina
$2.17M +$28.1K +458 +1%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$2.17M – – –
CGH
236
Crossmark Global Holdings
Texas
$2.14M +$69.8K +1,137 +3%
SGI
237
Summit Global Investments
Utah
$2.13M -$2.1M -34,250 -50%
Marshall Wace
238
Marshall Wace
United Kingdom
$2.11M +$2.11M +34,400 New
CNB
239
Czech National Bank
Czech Republic
$2.11M +$19.7K +321 +0.9%
BOSSRA
240
B.O.S.S. Retirement Advisors
Utah
$2.04M +$508K +8,278 +33%
Nomura Holdings
241
Nomura Holdings
Japan
$1.98M +$1.98M +32,236 New
MIIM
242
Mesirow Institutional Investment Management
Illinois
$1.96M – – –
WA
243
WealthTrust Axiom
Pennsylvania
$1.94M -$12.3K -200 -0.6%
Baird Financial Group
244
Baird Financial Group
Wisconsin
$1.92M +$76.2K +1,241 +4%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$1.89M +$18.4K +300 +1%
GI
246
GAMCO Investors
Connecticut
$1.88M – – –
FWCM
247
Ferguson Wellman Capital Management
Oregon
$1.82M -$35.2K -574 -2%
DA
248
Duality Advisers
Florida
$1.81M +$255K +4,153 +16%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$1.78M -$118K -1,921 -6%
KNW
250
Kesler Norman & Wride
Utah
$1.76M +$83.1K +1,354 +5%
8 9
10
11 12