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CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
211
Reduced
192
Closed
54
Calls
$6.3M
Puts
$6.97M
Net Calls
-$671K
Net Calls Change
-$15.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Capital International Investors
Capital International Investors
California
$687M
3
CIA
ClearBridge Investments (Australia)
Australia
$110M
4
SI
Scout Investments
Missouri
$34.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$55.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$943M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.97M
4
Citadel Advisors
Citadel Advisors
Florida
$1.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
376
RFG Advisory
Alabama
$333K -$298 -5 -0.1%
CAM
377
Cresset Asset Management
Illinois
$330K +$26.7K +447 +9%
HAG
378
HighPoint Advisor Group
Illinois
$329K +$66.8K +1,119 +25%
BPA
379
Beacon Pointe Advisors
California
$325K +$51.9K +870 +19%
BCM
380
Bayesian Capital Management
New York
$322K +$322K +5,399 New
SBH
381
Segall Bryant & Hamill
Illinois
$310K – – –
FF
382
FourThought Financial
Florida
$308K +$13K +217 +4%
B
383
Bailard
California
$302K – – –
AWCI
384
Alpine Woods Capital Investors
New York
$299K -$29.9K -500 -9%
KF
385
Krilogy Financial
Missouri
$299K – – –
SCM
386
Stevens Capital Management
Pennsylvania
$291K +$291K +4,879 New
Vontobel Holding
387
Vontobel Holding
Switzerland
$288K – – –
CIA
388
Capital Investment Advisors
Georgia
$287K +$60 +1 +0%
PCM
389
Pointe Capital Management
Michigan
$279K – – –
DAC
390
Dividend Assets Capital
South Carolina
$279K +$10.7K +179 +4%
BFM
391
Boothbay Fund Management
New York
$274K -$18.8K -315 -6%
FRM
392
Fox Run Management
Connecticut
$268K +$268K +4,493 New
BFS
393
Bradley Foster & Sargent
Connecticut
$266K -$74K -1,241 -22%
SP
394
Symmetry Partners
Connecticut
$261K – – –
William Blair & Company
395
William Blair & Company
Illinois
$259K -$119 -2 -0%
TU
396
TDAM USA
Ontario, Canada
$258K -$21.1K -353 -8%
VI
397
Vestcor Inc
New Brunswick, Canada
$256K -$2.66M -44,469 -91%
FMT
398
First Mercantile Trust
Tennessee
$256K -$6.28K -105 -2%
CGL
399
Clarius Group LLC
Washington
$251K -$6.38K -107 -2%
TCA
400
Transcend Capital Advisors
New Jersey
$250K +$250K +4,132 New
14 15
16
17 18