CMS icon

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 %
SOAMC
376
Spirit of America Management Corp
New York
$537K +$48.3K +800 +10%
MAS
377
Meeder Advisory Services
Ohio
$533K +$8.39K +139 +2%
SAM
378
Smartleaf Asset Management
Massachusetts
$525K +$107K +1,779 +25%
TMAM
379
Tokio Marine Asset Management
Japan
$523K +$70.5K +1,169 +16%
Bessemer Group
380
Bessemer Group
New Jersey
$514K -$4.41K -73 -0.9%
ZB
381
Zions Bancorporation
Utah
$490K -$128K -2,124 -21%
KAS
382
Kestra Advisory Services
Texas
$488K -$14.7K -243 -3%
RIM
383
Rakuten Investment Management
Japan
$476K +$433K +7,174 +995%
BCFD
384
Boit C.F. David
$475K – – –
Capstone Investment Advisors
385
Capstone Investment Advisors
New York
$474K +$307K +5,094 +185%
UCFA
386
United Capital Financial Advisors
Texas
$474K +$26.3K +436 +6%
AWS
387
Atria Wealth Solutions
New York
$473K +$473K +7,835 New
Empower Advisory Group
388
Empower Advisory Group
Colorado
$467K -$21.5M -356,908 -98%
SFA
389
Sequoia Financial Advisors
Ohio
$463K -$26.6K -440 -5%
AWA
390
Acorn Wealth Advisors
Michigan
$457K -$155K -2,563 -25%
WT
391
Whittier Trust
California
$455K +$2.6K +43 +0.6%
VSQM
392
V-Square Quantitative Management
Illinois
$440K – – –
OAM
393
Ostrum Asset Management
France
$439K – – –
SF
394
Summit Financial
New Jersey
$429K -$4.53K -75 -1%
NIM
395
NEOS Investment Management
Connecticut
$416K +$166K +2,750 +66%
CM
396
Capula Management
Cayman Islands
$414K +$414K +6,868 New
CWA
397
Centennial Wealth Advisory
Michigan
$414K -$27.9K -462 -6%
BRWA
398
B. Riley Wealth Advisors
Florida
$396K +$115K +2,165 +41%
Walleye Capital
399
Walleye Capital
New York
$394K +$394K +6,533 New
SG Americas Securities
400
SG Americas Securities
New York
$389K -$1.27M -21,138 -77%
14 15
16
17 18