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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 %
JPMPWA
301
J.P. Morgan Private Wealth Advisors
California
$1.04M -$155K -2,635 -13%
BBA
302
BLB&B Advisors
Pennsylvania
$1.02M -$66.4K -1,131 -6%
OAM
303
Ostrum Asset Management
France
$1M +$3K +51 +0.3%
HWM
304
HB Wealth Management
Georgia
$994K -$89.4K -1,521 -8%
JFG
305
Jefferies Financial Group
New York
$993K +$993K +16,909 New
MFS
306
Mirabella Financial Services
United Kingdom
$987K +$535K +9,111 +119%
MNBTD
307
Moody National Bank Trust Division
Texas
$976K -$705 -12 -0.1%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$973K -$86.8K -1,477 -8%
PAG
309
Private Advisor Group
New Jersey
$967K -$11.8K -200 -1%
QT
310
Quantbot Technologies
New York
$962K +$828K +14,102 +621%
ACM
311
Aquatic Capital Management
Illinois
$958K +$958K +16,300 New
Nordea Investment Management
312
Nordea Investment Management
Sweden
$949K – – –
BRWA
313
B. Riley Wealth Advisors
Florida
$936K +$535K +9,106 +133%
VI
314
Vestcor Inc
New Brunswick, Canada
$917K +$516K +8,780 +128%
OPS
315
Orion Portfolio Solutions
Nebraska
$914K +$99.5K +1,694 +12%
BCI
316
Brinker Capital Investments
Pennsylvania
$914K +$99.5K +1,694 +12%
PI
317
Pettee Investors
Connecticut
$903K – – –
CC
318
Centiva Capital
New York
$896K +$438K +7,453 +96%
MGP
319
Metis Global Partners
California
$872K +$335K +5,710 +62%
MC
320
Machina Capital
France
$860K +$696K +11,839 +423%
HKAM
321
Horizon Kinetics Asset Management
New York
$856K – – –
MWM
322
Mattern Wealth Management
Kansas
$855K +$190K +3,240 +29%
TI
323
Trexquant Investment
Connecticut
$855K -$2.95M -50,245 -78%
CAM
324
Cresset Asset Management
Illinois
$851K +$851K +14,487 New
SLI
325
Sumitomo Life Insurance
Japan
$836K -$85K -1,447 -9%
11 12
13
14 15