CMS icon

CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
301
HB Wealth Management
Georgia
$1.16M +$31.9K +528 +3%
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$1.15M -$43.4K -720 -4%
HCM
303
Hilton Capital Management
New York
$1.15M +$649K +10,754 +129%
ECM
304
Exchange Capital Management
Michigan
$1.15M -$175K -2,900 -13%
CAN
305
Cetera Advisor Networks
California
$1.13M +$601K +9,961 +114%
Osaic Holdings
306
Osaic Holdings
Arizona
$1.11M -$2.25M -37,248 -67%
PCM
307
Prelude Capital Management
New York
$1.11M +$490K +8,123 +80%
MWM
308
Mattern Wealth Management
Kansas
$1.09M -$57.9K -960 -5%
Credit Agricole
309
Credit Agricole
France
$1.09M +$509K +8,704 +88%
NP
310
Ninepoint Partners
Ontario, Canada
$1.06M +$1.06M +17,505 New
CAM
311
Cresset Asset Management
Illinois
$1.05M +$71.7K +1,188 +7%
SAM
312
Securian Asset Management
Minnesota
$1.04M -$65.7K -1,089 -6%
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$1.03M -$30.2K -500 -3%
Wealth Enhancement Advisory Services
314
Wealth Enhancement Advisory Services
Minnesota
$1.03M -$84.6K -1,402 -8%
YIH
315
Y-Intercept (HK)
Hong Kong
$1.01M +$1.01M +16,689 New
TI
316
Tidal Investments
Wisconsin
$1M +$464K +7,696 +86%
MGP
317
Metis Global Partners
California
$988K -$40K -663 -4%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$985K +$438K +7,256 +80%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$983K +$54.8K +909 +6%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$970K – – –
SAM
321
Shell Asset Management
Netherlands
$948K -$587K -9,864 -38%
AAS
322
Avantax Advisory Services
Texas
$939K -$20.5K -339 -2%
HKAM
323
Horizon Kinetics Asset Management
New York
$934K – – –
PI
324
Pettee Investors
Connecticut
$927K – – –
LOAMS
325
Lombard Odier Asset Management (Switzerland)
Switzerland
$915K – – –
11 12
13
14 15