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CMS Energy

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
326
Hennion & Walsh Asset Management
New Jersey
$770K +$148K +2,408 +24%
API
327
Advisor Partners II
California
$768K +$96.7K +1,575 +14%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$767K +$4.42K +72 +0.6%
AIM
329
Aigen Investment Management
New York
$762K +$762K +12,413 New
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$762K +$7.37K +120 +1%
FTDI
331
First Trust Direct Indexing
Massachusetts
$739K +$169K +2,760 +30%
PFS
332
Prospera Financial Services
Texas
$723K +$12K +196 +2%
SS
333
Simplicity Solutions
Minnesota
$707K +$393K +6,403 +125%
MWM
334
Mattern Wealth Management
Kansas
$695K +$695K +11,315 New
IFU
335
iSAM Funds (UK)
United Kingdom
$692K +$692K +11,279 New
O
336
Ossiam
France
$681K -$313K -5,099 -31%
BPC
337
Banque Pictet & Cie
Switzerland
$680K -$462K -7,535 -40%
ETC
338
Exchange Traded Concepts
Oklahoma
$676K +$108K +1,761 +19%
FM
339
Foster & Motley
Ohio
$654K -$24.6K -400 -4%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$636K -$2.21K -36 -0.3%
MCP
341
Mirador Capital Partners
California
$635K +$17K +277 +3%
BCV
342
Banque Cantonale Vaudoise
Switzerland
$635K
FT
343
Fiduciary Trust
Massachusetts
$622K -$61 -1 -0%
FWM
344
Finer Wealth Management
Massachusetts
$622K
Cerity Partners
345
Cerity Partners
New York
$617K +$88K +1,433 +17%
IC
346
IEQ Capital
California
$595K +$58.1K +946 +11%
SWA
347
Stratos Wealth Advisors
Ohio
$590K -$57.6K -939 -9%
ZB
348
Zions Bancorporation
Utah
$585K +$567K +9,244 +3,177%
CB
349
Commerce Bank
Missouri
$581K +$46.2K +752 +9%
WG
350
Winton Group
United Kingdom
$581K -$814K -13,254 -58%