CMS icon

CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
+$109M
2
American Century Companies
American Century Companies
Missouri
+$90.9M
3
Amundi
Amundi
France
+$82.7M
4
ECM
ExodusPoint Capital Management
New York
+$64.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$51.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$324M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.1M
3
State Street
State Street
Massachusetts
-$52.5M
4
SSA
Schonfeld Strategic Advisors
New York
-$30.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
351
Mirador Capital Partners
California
$578K +$36.1K +679 +7%
IIC
352
Integrated Investment Consultants
Michigan
$577K -$175K -3,293 -23%
BFG
353
Bleakley Financial Group
New Jersey
$570K -$49.3K -928 -8%
SS
354
Simplicity Solutions
Minnesota
$570K -$44.3K -834 -7%
TC
355
TwinBeech Capital
New York
$563K +$563K +10,608 New
ETC
356
Exchange Traded Concepts
Oklahoma
$551K +$23.8K +449 +5%
FT
357
Fiduciary Trust
Massachusetts
$540K – – –
FWM
358
Finer Wealth Management
Massachusetts
$538K – – –
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$537K -$19.4K -365 -3%
AWA
360
Acorn Wealth Advisors
Michigan
$535K +$24.1K +453 +5%
EF
361
Empirical Finance
Pennsylvania
$534K +$51.7K +973 +11%
IC
362
IEQ Capital
California
$532K -$1.86K -35 -0.3%
CB
363
Commerce Bank
Missouri
$527K +$4.83K +91 +0.9%
API
364
Advisor Partners II
California
$524K -$60.3K -1,136 -10%
T. Rowe Price Investment Management
365
T. Rowe Price Investment Management
Maryland
$518K +$518K +9,741 New
ZB
366
Zions Bancorporation
Utah
$513K +$39.9K +751 +8%
EGM
367
Engineers Gate Manager
New York
$511K -$622K -11,711 -55%
FM
368
Foster & Motley
Ohio
$507K -$29.9K -563 -6%
QCM
369
Quantinno Capital Management
New York
$504K -$213K -4,009 -30%
MAS
370
Meeder Advisory Services
Ohio
$500K +$191K +3,604 +62%
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$489K +$425 +8 +0.1%
RAM
372
Ramirez Asset Management
New York
$477K +$477K +8,987 New
PMFA
373
Plante Moran Financial Advisors
Michigan
$469K – – –
ARMT
374
Amica Retiree Medical Trust
Rhode Island
$469K – – –
WT
375
Whittier Trust
California
$469K +$28.7K +540 +7%
13 14
15
16 17