CMS icon

CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
+$109M
2
American Century Companies
American Century Companies
Missouri
+$90.9M
3
Amundi
Amundi
France
+$82.7M
4
ECM
ExodusPoint Capital Management
New York
+$64.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$51.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$324M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.1M
3
State Street
State Street
Massachusetts
-$52.5M
4
SSA
Schonfeld Strategic Advisors
New York
-$30.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
276
Kentucky Retirement Systems
Kentucky
$1.2M -$43.4K -817 -3%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$1.2M -$5.31K -100 -0.4%
Teacher Retirement System of Texas
278
Teacher Retirement System of Texas
Texas
$1.2M +$28.9K +545 +2%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$1.18M – – –
NSEDCP
280
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
SPA
281
Sherbrooke Park Advisers
New York
$1.15M +$568K +10,699 +98%
CII
282
Capital International Inc
California
$1.14M -$1.69M -31,880 -60%
AAM
283
Advisors Asset Management
Colorado
$1.14M +$50.8K +957 +5%
BCM
284
Brasada Capital Management
Texas
$1.14M -$113K -2,109 -9%
Cambridge Investment Research Advisors
285
Cambridge Investment Research Advisors
Iowa
$1.12M +$52.7K +991 +5%
SAM
286
Securian Asset Management
Minnesota
$1.11M -$150K -2,826 -12%
DCM
287
Dean Capital Management
Kansas
$1.1M +$1.1M +20,779 New
DA
288
Duality Advisers
Florida
$1.09M +$1.09M +20,457 New
BCI
289
Brinker Capital Investments
Pennsylvania
$1.08M +$258K +4,859 +31%
OPS
290
Orion Portfolio Solutions
Nebraska
$1.08M +$258K +4,859 +31%
AAS
291
Avantax Advisory Services
Texas
$1.08M +$62.4K +1,175 +6%
OIM
292
Opus Investment Management
Massachusetts
$1.06M -$2.75M -51,800 -72%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$1.06M -$30K -565 -3%
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
$1.06M +$265 +5 +0%
MNBTD
295
Moody National Bank Trust Division
Texas
$1.03M +$150K +2,815 +17%
Wealth Enhancement Advisory Services
296
Wealth Enhancement Advisory Services
Minnesota
$991K +$991K +18,668 New
MWM
297
Mattern Wealth Management
Kansas
$985K +$212K +3,988 +27%
LSERS
298
Louisiana State Employees Retirement System
Louisiana
$961K +$5.31K +100 +0.6%
GIA
299
Gateway Investment Advisers
Ohio
$961K +$106 +2 +0%
VPIM
300
Vanguard Personalized Indexing Management
California
$945K -$258K -4,867 -21%
10 11
12
13 14