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CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
211
Reduced
192
Closed
54
Calls
$6.3M
Puts
$6.97M
Net Calls
-$671K
Net Calls Change
-$15.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Capital International Investors
Capital International Investors
California
$687M
3
CIA
ClearBridge Investments (Australia)
Australia
$110M
4
SI
Scout Investments
Missouri
$34.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$55.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$943M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.97M
4
Citadel Advisors
Citadel Advisors
Florida
$1.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
326
Vident Investment Advisory
Georgia
$621K +$31.9K +535 +5%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$610K +$207K +3,461 +51%
LIP
328
Liontrust Investment Partners
United Kingdom
$608K +$608K +10,182 New
AWM
329
Apollon Wealth Management
South Carolina
$599K +$599K +10,024 New
AS
330
Altshuler Shaham
Israel
$598K +$97.8K +1,630 +20%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$590K +$44.6K +748 +8%
PMFA
332
Plante Moran Financial Advisors
Michigan
$582K -$273K -4,576 -32%
PFS
333
Prospera Financial Services
Texas
$581K +$5.14K +86 +0.9%
FT
334
Fiduciary Trust
Massachusetts
$577K – – –
RJT
335
Raymond James Trust
Florida
$564K +$66.4K +1,111 +13%
FWIA
336
Fort Washington Investment Advisors
Ohio
$555K -$17.9K -300 -3%
AIL
337
AGF Investments LLC
Ontario, Canada
$552K -$54.3K -910 -9%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$550K +$61.6K +1,031 +13%
PCM
339
Prelude Capital Management
New York
$540K +$200K +3,350 +59%
CI
340
Cigna Investments
Connecticut
$524K -$12K -200 -2%
AWA
341
Acorn Wealth Advisors
Michigan
$522K +$3.16K +53 +0.6%
BRWA
342
B. Riley Wealth Advisors
Florida
$492K -$22K -369 -4%
YIH
343
Y-Intercept (HK)
Hong Kong
$490K -$246K -4,115 -33%
IRF
344
IBM Retirement Fund
New York
$487K – – –
WAM
345
World Asset Management
Michigan
$479K -$17K -285 -3%
BCFD
346
Boit C.F. David
$466K – – –
V
347
Veritable
Delaware
$461K +$7.34K +123 +2%
KRSITF
348
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$459K +$9.37K +157 +2%
KA
349
Kintegral Advisory
New York
$453K – – –
DCM
350
Donaldson Capital Management
Indiana
$452K -$16.4K -274 -3%
12 13
14
15 16