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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
351
Lido Advisors
California
$699K +$8.27K +137 +1%
HNB
352
Huntington National Bank
Ohio
$683K -$72.9K -1,208 -10%
GT
353
Greenleaf Trust
Michigan
$678K +$47.5K +787 +8%
FTDI
354
First Trust Direct Indexing
Massachusetts
$677K +$173K +2,872 +34%
PA
355
Profund Advisors
Maryland
$663K -$48.5K -804 -7%
IIC
356
Integrated Investment Consultants
Michigan
$655K – – –
PFS
357
Prospera Financial Services
Texas
$652K -$222K -3,687 -25%
EF
358
Empirical Finance
Pennsylvania
$633K +$21.4K +354 +3%
NB
359
Norinchukin Bank
Japan
$627K -$3.5K -58 -0.6%
ETC
360
Exchange Traded Concepts
Oklahoma
$626K -$241 -4 -0%
AMI
361
Amica Mutual Insurance
Rhode Island
$623K – – –
IC
362
IEQ Capital
California
$622K +$29.7K +492 +5%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$621K -$98.3K -1,628 -14%
MML Investors Services
364
MML Investors Services
Massachusetts
$613K +$66K +1,094 +12%
FT
365
Fiduciary Trust
Massachusetts
$613K – – –
FWM
366
Finer Wealth Management
Massachusetts
$612K – – –
QCM
367
QRG Capital Management
Illinois
$611K +$111K +1,846 +22%
BFG
368
Bleakley Financial Group
New Jersey
$597K -$33.5K -556 -5%
SW
369
Simplicity Wealth
New Jersey
$594K +$594K +9,838 New
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$586K -$40.9K -677 -7%
FM
371
Foster & Motley
Ohio
$578K +$1.93K +32 +0.3%
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$564K +$6.52K +108 +1%
CB
373
Commerce Bank
Missouri
$557K -$7.84K -130 -1%
BBVA
374
Banco Bilbao Vizcaya Argentaria
Spain
$539K +$18.6K +309 +4%
PMFA
375
Plante Moran Financial Advisors
Michigan
$538K +$4.53K +75 +0.8%
13 14
15
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