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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 %
NSEDCP
276
NJ State Employees Deferred Compensation Plan
New Jersey
$1.35M +$1.35M +22,000 New
PCA
277
Pallas Capital Advisors
Massachusetts
$1.34M +$164K +2,628 +14%
KBC Group
278
KBC Group
Belgium
$1.33M +$77.3K +1,259 +6%
Rafferty Asset Management
279
Rafferty Asset Management
New York
$1.31M +$150K +2,451 +13%
CCM
280
Community Capital Management
Florida
$1.3M – – –
PMEF
281
Point72 Middle East FZE
United Arab Emirates
$1.26M +$1.26M +20,596 New
JPMPWA
282
J.P. Morgan Private Wealth Advisors
California
$1.25M +$76.4K +1,245 +7%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$1.23M +$51.4K +838 +4%
NB
284
Norinchukin Bank
Japan
$1.2M +$37.4K +609 +3%
AAS
285
Avantax Advisory Services
Texas
$1.19M +$79.7K +1,299 +7%
SPIA
286
Steward Partners Investment Advisory
New York
$1.19M +$20.3K +331 +2%
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$1.19M -$11.4M -185,121 -91%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$1.16M +$6.14K +100 +0.5%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$1.15M -$129K -2,106 -10%
TC
290
Telemus Capital
Michigan
$1.15M -$183K -2,976 -14%
IIC
291
Integrated Investment Consultants
Michigan
$1.15M +$1.15M +18,687 New
CTA
292
Chesley Taft & Associates
Illinois
$1.14M +$15.3K +250 +1%
BBA
293
BLB&B Advisors
Pennsylvania
$1.14M -$97.5K -1,589 -8%
HWM
294
HB Wealth Management
Georgia
$1.13M +$137K +2,240 +14%
GIA
295
Gateway Investment Advisers
Ohio
$1.13M +$1.13M +18,423 New
VPIM
296
Vanguard Personalized Indexing Management
California
$1.13M +$214K +3,494 +24%
Neuberger Berman Group
297
Neuberger Berman Group
New York
$1.11M +$154K +2,504 +16%
Pacer Advisors
298
Pacer Advisors
Pennsylvania
$1.09M -$11M -179,558 -91%
AAM
299
Advisors Asset Management
Colorado
$1.06M +$179K +2,923 +20%
RBA
300
Richard Bernstein Advisors
New York
$1.04M – – –
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