CMS icon

CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
351
Finer Wealth Management
Massachusetts
$589K
EF
352
Empirical Finance
Pennsylvania
$588K +$4.47K +77 +0.8%
Wolverine Trading
353
Wolverine Trading
Illinois
$582K +$582K +10,019 New
AIM
354
Aquila Investment Management
New York
$581K +$581K +10,000 New
QCM
355
Quantinno Capital Management
New York
$577K +$25.9K +446 +5%
IWC
356
Integrated Wealth Concepts
Massachusetts
$575K +$293K +5,053 +104%
Credit Agricole
357
Credit Agricole
France
$574K +$303K +5,210 +112%
IC
358
IEQ Capital
California
$570K -$11.9K -205 -2%
FM
359
Foster & Motley
Ohio
$554K
CB
360
Commerce Bank
Missouri
$543K -$32.8K -564 -6%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$536K +$1.63K +28 +0.3%
MML Investors Services
362
MML Investors Services
Massachusetts
$527K -$456K -7,846 -46%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$527K +$296K +5,090 +128%
RAM
364
Ramirez Asset Management
New York
$522K
TI
365
Tidal Investments
Wisconsin
$517K +$194K +3,337 +60%
PMFA
366
Plante Moran Financial Advisors
Michigan
$513K
MAS
367
Meeder Advisory Services
Ohio
$505K -$41.6K -717 -8%
CAN
368
Cetera Advisor Networks
California
$505K +$15.2K +262 +3%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$501K +$16.6K +286 +3%
Bessemer Group
370
Bessemer Group
New Jersey
$498K +$30.3K +523 +6%
HCM
371
Hilton Capital Management
New York
$485K +$485K +8,348 New
FTDI
372
First Trust Direct Indexing
Massachusetts
$484K +$107K +1,835 +28%
KAS
373
Kestra Advisory Services
Texas
$484K -$315K -5,417 -39%
QCM
374
QRG Capital Management
Illinois
$481K +$45.5K +784 +10%
Cerity Partners
375
Cerity Partners
New York
$472K +$219K +3,775 +87%