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CMS Energy

798 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
309
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$1.7M +$21K +283 +1%
IMCOOI
302
Investment Management Corp of Ontario (IMCO)
Canada
$1.69M +$111K +1,500 +7%
PI
303
PineBridge Investments
New York
$1.69M +$421K +5,678 +35%
MG
304
Mather Group
Illinois
$1.68M -$284K -3,826 -15%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$1.68M +$399K +5,377 +33%
MC
306
Machina Capital
France
$1.67M -$990K -13,333 -38%
BSL
307
Blue Sparrow LLC
Delaware
$1.67M +$1.6M +21,520 New
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$1.67M -$83.4K -1,124 -5%
ACM
309
Aquatic Capital Management
Illinois
$1.62M +$1.04M +13,957 +203%
XT
310
XTX Topco
Cayman Islands
$1.6M +$1.07M +14,442 +234%
OTL
311
Oak Thistle LLC
New York
$1.6M -$2.38M -32,118 -61%
TWC
312
TD Waterhouse Canada
Ontario, Canada
$1.59M +$1.43M +19,293 +1,740%
CGH
313
Crossmark Global Holdings
Texas
$1.58M -$19.4K -262 -1%
NB
314
Norinchukin Bank
Japan
$1.57M +$18.6K +250 +1%
BWAM
315
Blue Water Asset Management
Michigan
$1.56M +$2.52K +34 +0.2%
LWP
316
LeClair Wealth Partners
Ohio
$1.56M +$1.49M +20,073 New
OIM
317
Opus Investment Management
Massachusetts
$1.55M
QC
318
Quadrature Capital
United Kingdom
$1.54M +$1.47M +19,850 New
T. Rowe Price Investment Management
319
T. Rowe Price Investment Management
Maryland
$1.54M -$248K -3,340 -14%
WS
320
Wedbush Securities
California
$1.51M +$23.1K +311 +2%
CL
321
CIM LLC
New York
$1.51M -$9.8K -132 -0.7%
Robeco Institutional Asset Management
322
Robeco Institutional Asset Management
Netherlands
$1.47M +$1.41M +18,972 New
MSU
323
Mizuho Securities USA
New York
$1.44M -$270K -3,634 -16%
WBC
324
Westpac Banking Corp
Australia
$1.42M +$1.36M +18,343 New
Lido Advisors
325
Lido Advisors
California
$1.41M +$12.9K +174 +1%