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CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
211
Reduced
192
Closed
54
Calls
$6.3M
Puts
$6.97M
Net Calls
-$671K
Net Calls Change
-$15.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Capital International Investors
Capital International Investors
California
$687M
3
CIA
ClearBridge Investments (Australia)
Australia
$110M
4
SI
Scout Investments
Missouri
$34.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$55.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$943M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.97M
4
Citadel Advisors
Citadel Advisors
Florida
$1.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
401
Freestone Capital Holdings
Washington
$250K +$250K +4,179 New
AIP
402
Ameritas Investment Partners
Nebraska
$249K – – –
EWM
403
Executive Wealth Management
Michigan
$247K +$715 +12 +0.3%
UCFA
404
United Capital Financial Advisors
Texas
$244K +$60 +1 +0%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$244K +$3.46K +58 +1%
SAM
406
Strategy Asset Managers
California
$242K +$2.04K +34 +0.8%
CTC
407
Central Trust Company
Missouri
$241K – – –
CAN
408
Cetera Advisor Networks
California
$240K +$3.59K +60 +2%
HI
409
Horizon Investments
North Carolina
$239K -$62.3K -1,050 -21%
SI
410
Stephens Inc
Arkansas
$238K -$234K -3,912 -50%
EWM
411
Endurance Wealth Management
Rhode Island
$238K – – –
Verition Fund Management
412
Verition Fund Management
Connecticut
$236K -$554K -9,293 -70%
CA
413
Cetera Advisors
Colorado
$235K +$18.5K +309 +9%
BMSSC
414
B. Metzler seel. Sohn & Co
Germany
$233K -$53.4K -896 -19%
Two Sigma Advisers
415
Two Sigma Advisers
New York
$221K -$22.6M -378,100 -99%
ACM
416
Azimuth Capital Management
Michigan
$216K – – –
EF
417
Empirical Finance
Pennsylvania
$214K +$214K +3,588 New
UAML
418
US Asset Management LLC
Pennsylvania
$213K +$213K +3,568 New
CCP
419
Corient Capital Partners
California
$212K +$7.65K +128 +4%
SS
420
Simplicity Solutions
Minnesota
$212K +$212K +3,553 New
GIA
421
Gateway Investment Advisers
Ohio
$205K -$29.4K -492 -13%
FSC
422
Full Sail Capital
Oklahoma
$203K – – –
V
423
VeraBank
Texas
$203K – – –
FCI
424
Financial Counselors Inc
Kansas
$201K -$131K -2,196 -40%
VVP
425
Venture Visionary Partners
Ohio
$200K +$200K +3,351 New
15 16
17
18 19