CMS icon

CMS Energy
CMS

Overview Fund Activity

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$410M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.49B
3
Deutsche Bank
3
Deutsche Bank
Germany
$212M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$41.4M
2
State Street
2
State Street
Massachusetts
$956M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$73M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
376
Lido Advisors
California
$648K -$41.9K -703 -6%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$646K +$607K +10,187 +1,543%
MAS
378
Meeder Advisory Services
Ohio
$642K +$115K +1,937 +22%
SAM
379
Smartleaf Asset Management
Massachusetts
$625K +$99.4K +1,657 +19%
SOAMC
380
Spirit of America Management Corp
New York
$622K +$92.3K +1,550 +17%
AMI
381
Amica Mutual Insurance
Rhode Island
$614K – – –
IA
382
Icon Advisers
Colorado
$612K +$612K +10,400 New
NB
383
Norinchukin Bank
Japan
$607K -$11.7K -196 -2%
FT
384
Fiduciary Trust
Massachusetts
$604K – – –
MML Investors Services
385
MML Investors Services
Massachusetts
$591K -$13.5K -227 -2%
NIM
386
NEOS Investment Management
Connecticut
$588K +$178K +2,988 +43%
EF
387
Empirical Finance
Pennsylvania
$585K -$39.1K -657 -6%
KRSITF
388
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K -$5.06K -85 -0.9%
AWS
389
Atria Wealth Solutions
New York
$569K +$102K +1,716 +22%
TMAM
390
Tokio Marine Asset Management
Japan
$567K +$50.7K +851 +10%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$566K +$9.47K +159 +2%
BFG
392
Bleakley Financial Group
New Jersey
$564K -$24.8K -417 -4%
SW
393
Simplicity Wealth
New Jersey
$564K -$21.8K -367 -4%
FM
394
Foster & Motley
Ohio
$563K -$7.62K -128 -1%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$562K -$49.8K -838 -8%
CB
396
Commerce Bank
Missouri
$561K +$11.8K +199 +2%
BWM
397
BKM Wealth Management
Wisconsin
$554K -$263K -4,419 -32%
WT
398
Whittier Trust
California
$550K +$102K +1,715 +23%
LJAC
399
L.J. Altfest & Co
New York
$534K +$534K +8,963 New
BBVA
400
Banco Bilbao Vizcaya Argentaria
Spain
$531K -$1.13K -19 -0.2%
14 15
16
17 18