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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
–
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.25B
2
BC
2
Brookfield Corp
Ontario, Canada
$68.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$333M
4
Amundi
4
Amundi
France
$95.1M
5
Millennium Management
5
Millennium Management
New York
$53.8M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$58.1M
2
Citigroup
2
Citigroup
New York
$30.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Norges Bank
4
Norges Bank
Norway
$112M
5
Franklin Resources
5
Franklin Resources
California
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
226
Dynamic Technology Lab
Singapore
$2.33M -$2.25M -38,252 -49%
Wealthfront Advisers
227
Wealthfront Advisers
California
$2.32M -$888K -15,118 -28%
NAM
228
Nissay Asset Management
Japan
$2.31M -$16.7K -285 -0.7%
RBA
229
Richard Bernstein Advisors
New York
$2.3M +$1.3M +22,124 +130%
CCG
230
Chatham Capital Group
Georgia
$2.3M +$2.3M +39,105 New
Allianz Asset Management
231
Allianz Asset Management
Germany
$2.28M -$940K -16,001 -29%
ECM
232
Element Capital Management
New York
$2.25M +$119K +2,031 +6%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$2.24M -$132K -2,238 -6%
AI
234
Atria Investments
North Carolina
$2.22M +$138K +2,347 +7%
X
235
Xponance
Pennsylvania
$2.2M -$9.05K -154 -0.4%
Fuller & Thaler Asset Management
236
Fuller & Thaler Asset Management
California
$2.19M +$11.2K +191 +0.5%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$2.17M +$362K +6,168 +20%
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$2.12M +$803K +13,671 +61%
CGH
239
Crossmark Global Holdings
Texas
$2.1M -$33.7K -553 -2%
AIM
240
Aquila Investment Management
New York
$2.06M -$999K -17,000 -33%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$2.04M -$36.2K -617 -2%
CNB
242
Czech National Bank
Czech Republic
$2.03M +$12.5K +213 +0.6%
CWM
243
CIBC World Markets
New York
$2.01M +$1.14M +19,452 +132%
SGI
244
Summit Global Investments
Utah
$1.97M -$68.6K -1,168 -3%
PP
245
Prudential plc
United Kingdom
$1.91M -$173K -2,953 -8%
TCM
246
Teza Capital Management
Illinois
$1.91M +$1.09M +18,562 +133%
Creative Planning
247
Creative Planning
Kansas
$1.88M +$274K +4,669 +17%
WA
248
WealthTrust Axiom
Pennsylvania
$1.86M – – –
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$1.85M +$139K +2,371 +8%
BOSSRA
250
B.O.S.S. Retirement Advisors
Utah
$1.81M -$148K -2,518 -8%
8 9
10
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