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 %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$944K +$64.3K +1,211 +7%
CTA
302
Chesley Taft & Associates
Illinois
$942K -$49.1K -925 -5%
MGP
303
Metis Global Partners
California
$931K +$143K +2,690 +18%
PAG
304
Private Advisor Group
New Jersey
$929K +$54.1K +1,018 +6%
SG Americas Securities
305
SG Americas Securities
New York
$925K -$7.53M -141,916 -89%
GT
306
Glenmede Trust
Pennsylvania
$925K +$255K +4,794 +38%
HWM
307
HB Wealth Management
Georgia
$922K +$23K +433 +3%
KBC Group
308
KBC Group
Belgium
$913K -$150K -2,822 -14%
TC
309
Telemus Capital
Michigan
$904K -$88.5K -1,666 -9%
DTL
310
Dynamic Technology Lab
Singapore
$898K -$1.21M -22,707 -57%
MML Investors Services
311
MML Investors Services
Massachusetts
$898K -$67.6K -1,273 -7%
IA
312
IFP Advisors
Florida
$895K +$586K +11,038 +190%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$886K -$288K -5,422 -25%
PFS
314
Prospera Financial Services
Texas
$882K +$232K +4,373 +36%
PRC
315
Pearl River Capital
Michigan
$872K +$872K +16,417 New
JPMPWA
316
J.P. Morgan Private Wealth Advisors
California
$868K -$75.2K -1,415 -8%
Nordea Investment Management
317
Nordea Investment Management
Sweden
$863K – – –
CWM
318
CIBC World Markets
New York
$855K -$960K -18,079 -53%
Los Angeles Capital Management
319
Los Angeles Capital Management
California
$851K -$175K -3,291 -17%
HKAM
320
Horizon Kinetics Asset Management
New York
$817K +$42.5K +800 +5%
PI
321
Pettee Investors
Connecticut
$816K – – –
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$808K +$58.4K +1,100 +8%
BBA
323
BLB&B Advisors
Pennsylvania
$796K -$128K -2,417 -14%
ACM
324
Aquatic Capital Management
Illinois
$791K -$74.3K -1,400 -9%
AI
325
Atom Investors
Texas
$766K +$141K +2,655 +23%
11 12
13
14 15