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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 %
CAN
376
Cetera Advisor Networks
California
$448K +$70.3K +1,324 +19%
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$443K +$6.69K +126 +2%
SWA
378
Stratos Wealth Advisors
Ohio
$435K +$10.2K +192 +2%
SOAMC
379
Spirit of America Management Corp
New York
$430K +$175K +3,300 +69%
Bessemer Group
380
Bessemer Group
New Jersey
$427K +$8.37K +158 +2%
GT
381
Greenleaf Trust
Michigan
$422K -$67.8K -1,276 -14%
BCV
382
Banque Cantonale Vaudoise
Switzerland
$411K -$146K -2,752 -26%
SF
383
Summit Financial
New Jersey
$408K +$7.81K +147 +2%
RJT
384
Raymond James Trust
Florida
$408K -$159 -3 -0%
QCM
385
QRG Capital Management
Illinois
$398K +$398K +7,502 New
TMAM
386
Tokio Marine Asset Management
Japan
$398K +$45.3K +853 +13%
BRWA
387
B. Riley Wealth Advisors
Florida
$396K -$449K -8,463 -53%
PCA
388
Pallas Capital Advisors
Massachusetts
$395K -$1.77M -32,738 -82%
BCFD
389
Boit C.F. David
$394K – – –
KPWS
390
Kestra Private Wealth Services
Texas
$393K -$9.29K -175 -2%
OAM
391
Ostrum Asset Management
France
$385K -$521K -9,814 -58%
CWA
392
Centennial Wealth Advisory
Michigan
$373K +$11.4K +214 +3%
William Blair & Company
393
William Blair & Company
Illinois
$367K +$29K +546 +9%
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$362K – – –
BC
395
Bridgefront Capital
Texas
$360K +$360K +6,775 New
FTDI
396
First Trust Direct Indexing
Massachusetts
$346K -$243K -4,580 -41%
PAS
397
Park Avenue Securities
New York
$343K +$343K +6,467 New
CI Investments Inc
398
CI Investments Inc
Ontario, Canada
$341K +$9.83K +185 +3%
CI
399
Conning Inc
Connecticut
$336K – – –
DFCM
400
Dark Forest Capital Management
Puerto Rico
$333K +$333K +6,279 New
14 15
16
17 18