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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 %
SFA
376
Sequoia Financial Advisors
Ohio
$471K +$239K +4,119 +103%
SOAMC
377
Spirit of America Management Corp
New York
$470K
BCFD
378
Boit C.F. David
$462K
TMAM
379
Tokio Marine Asset Management
Japan
$436K
WT
380
Whittier Trust
California
$435K -$77.5K -1,334 -15%
UCFA
381
United Capital Financial Advisors
Texas
$431K +$431K +7,414 New
CWA
382
Centennial Wealth Advisory
Michigan
$425K +$17.7K +305 +4%
VSQM
383
V-Square Quantitative Management
Illinois
$423K +$75.3K +1,296 +22%
OAM
384
Ostrum Asset Management
France
$422K +$1.74K +30 +0.4%
CAM
385
Cidel Asset Management
Ontario, Canada
$418K -$28.7M -495,082 -99%
SF
386
Summit Financial
New Jersey
$417K -$29.3K -505 -7%
RJT
387
Raymond James Trust
Florida
$412K -$33.9K -584 -8%
SAM
388
Smartleaf Asset Management
Massachusetts
$405K +$405K +6,991 New
B
389
Bailard
California
$402K +$45.1K +777 +13%
IMCOOI
390
Investment Management Corp of Ontario (IMCO)
Canada
$394K +$394K +6,792 New
KPWS
391
Kestra Private Wealth Services
Texas
$391K -$38.7K -666 -9%
Connor, Clark & Lunn Investment Management (CC&L)
392
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$378K +$37.9K +653 +11%
CI
393
Conning Inc
Connecticut
$368K
NP
394
NorthRock Partners
Minnesota
$361K +$361K +6,210 New
Cetera Investment Advisers
395
Cetera Investment Advisers
Illinois
$358K +$50.7K +873 +17%
William Blair & Company
396
William Blair & Company
Illinois
$349K -$52.4K -902 -13%
CC
397
Cipher Capital
New York
$346K +$346K +5,966 New
Nomura Holdings
398
Nomura Holdings
Japan
$342K +$342K +5,882 New
WS
399
Wedbush Securities
California
$340K -$9.46K -163 -3%
DA
400
Duality Advisers
Florida
$339K -$849K -14,614 -71%