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CMS Energy
CMS

Overview Fund Activity

623 hedge funds and large institutions have $18B invested in CMS Energy in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
10.53%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
70
Increased
241
Reduced
197
Closed
66
Calls
$7.11M
Puts
$1.07M
Net Calls
+$6.04M
Net Calls Change
-$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$389M
2
BlackRock
2
BlackRock
New York
$1.8B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$292M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$75.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$818M
2
ZP
2
Zimmer Partners
New York
$113M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$417M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$372K – – –
GLA
377
Great Lakes Advisors
Illinois
$364K +$38.2K +565 +12%
IA
378
IFP Advisors
Florida
$355K – – –
TCA
379
Transcend Capital Advisors
New Jersey
$351K +$944 +14 +0.3%
SBH
380
Segall Bryant & Hamill
Illinois
$349K – – –
AA
381
ALPS Advisors
Colorado
$347K -$3.58K -53 -1%
CWA
382
Centennial Wealth Advisory
Michigan
$347K +$347K +5,148 New
KF
383
Krilogy Financial
Missouri
$345K +$5.6K +83 +2%
SI
384
Stephens Inc
Arkansas
$344K -$59.6K -882 -15%
PFO
385
Pathstone Family Office
New Jersey
$341K +$341K +5,055 New
ET
386
Equitable Trust
Tennessee
$338K +$338K +5,000 New
HAG
387
HighPoint Advisor Group
Illinois
$326K +$326K +4,842 New
CIA
388
Capital Investment Advisors
Georgia
$323K +$540 +8 +0.2%
CCMD
389
Cypress Capital Management (Delaware)
Delaware
$321K – – –
AWCI
390
Alpine Woods Capital Investors
New York
$321K – – –
FHC
391
First Heartland Consultants
Missouri
$316K +$4.51K +67 +1%
WFI
392
West Family Investments
California
$315K -$12.2K -180 -4%
PCM
393
Pointe Capital Management
Michigan
$315K – – –
FF
394
FourThought Financial
Florida
$304K -$8.5K -126 -3%
P
395
Pitcairn
Pennsylvania
$301K +$18.7K +277 +7%
OLVIG
396
Oliver Lagore Vanvalin Investment Group
Michigan
$300K +$108K +1,600 +56%
DAC
397
Dividend Assets Capital
South Carolina
$299K -$44.7K -662 -13%
SS
398
Simplicity Solutions
Minnesota
$298K +$47.9K +709 +19%
CGL
399
Clarius Group LLC
Washington
$297K -$6.01K -89 -2%
APP
400
Alpha Paradigm Partners
Illinois
$296K +$281K +4,166 +1,911%
14 15
16
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