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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
326
Ninepoint Partners
Ontario, Canada
$1.09M -$147K -2,083 -12%
PI
327
Pettee Investors
Connecticut
$1.09M – – –
SAM
328
Shell Asset Management
Netherlands
$1.08M +$1.08M +15,330 New
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$1.07M +$177K +2,503 +20%
JF
330
Jump Financial
Illinois
$1.07M -$6.41M -90,728 -86%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$1.03M -$7.06K -100 -0.7%
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$1.02M +$108K +1,532 +12%
ECM
333
Exchange Capital Management
Michigan
$1.02M -$158K -2,235 -13%
MC
334
Machina Capital
France
$1.01M +$1.01M +14,359 New
LJAC
335
L.J. Altfest & Co
New York
$1.01M +$381K +5,388 +60%
FT
336
Fiduciary Trust
Massachusetts
$1M +$284K +4,016 +40%
SRL
337
Scientech Research LLC
New Jersey
$982K +$982K +13,909 New
WBC
338
Westpac Banking Corp
Australia
$976K +$976K +13,813 New
FTDI
339
First Trust Direct Indexing
Massachusetts
$973K -$152K -2,150 -13%
BBA
340
BLB&B Advisors
Pennsylvania
$962K -$7.98K -113 -0.8%
MCP
341
Mirador Capital Partners
California
$961K +$36.1K +511 +4%
CII
342
Capital International Inc
California
$946K -$20.5K -290 -2%
DFCM
343
Dark Forest Capital Management
Puerto Rico
$940K +$940K +13,303 New
MNBTD
344
Moody National Bank Trust Division
Texas
$934K -$144K -2,038 -13%
ECA
345
Elevated Capital Advisors
Utah
$892K -$22.2K -314 -2%
HFS
346
Hantz Financial Services
Michigan
$886K +$424 +6 +0%
KNW
347
Kesler Norman & Wride
Utah
$877K -$480K -6,793 -35%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$876K +$209K +2,959 +31%
PFS
349
Prospera Financial Services
Texas
$871K -$130K -1,843 -13%
NIM
350
NEOS Investment Management
Connecticut
$870K +$172K +2,436 +25%
12 13
14
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