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CMS Energy
CMS

Overview Fund Activity

623 hedge funds and large institutions have $18B invested in CMS Energy in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
10.53%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
70
Increased
241
Reduced
197
Closed
66
Calls
$7.11M
Puts
$1.07M
Net Calls
+$6.04M
Net Calls Change
-$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$389M
2
BlackRock
2
BlackRock
New York
$1.8B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$292M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$75.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$818M
2
ZP
2
Zimmer Partners
New York
$113M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$417M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
401
Metis Global Partners
California
$294K -$16K -237 -5%
EWM
402
Executive Wealth Management
Michigan
$294K +$877 +13 +0.3%
SP
403
Symmetry Partners
Connecticut
$292K – – –
FCI
404
Financial Counselors Inc
Kansas
$284K -$3.38K -50 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
405
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$283K +$283K +4,197 New
V
406
VeraBank
Texas
$280K +$50.6K +750 +22%
ARMT
407
Amica Retiree Medical Trust
Rhode Island
$279K -$132K -1,953 -32%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$276K -$879 -13 -0.3%
AWM
409
Apollon Wealth Management
South Carolina
$275K -$454K -6,736 -62%
AG
410
AIA Group
Hong Kong
$274K +$274K +4,064 New
FNBOMD
411
First National Bank of Mount Dora
Florida
$272K +$272K +4,028 New
SC
412
Stephens Consulting
Michigan
$271K +$270 +4 +0.1%
EWM
413
Endurance Wealth Management
Rhode Island
$270K – – –
KFA
414
Krane Funds Advisors
New York
$267K -$133K -1,967 -33%
CTC
415
Central Trust Company
Missouri
$259K – – –
AIP
416
Ameritas Investment Partners
Nebraska
$256K – – –
JF
417
Jump Financial
Illinois
$255K -$34.2K -506 -12%
UCFA
418
United Capital Financial Advisors
Texas
$252K +$15K +223 +6%
BPA
419
Beacon Pointe Advisors
California
$251K -$11.2K -165 -4%
SWP
420
Stratos Wealth Partners
Ohio
$251K +$48.4K +716 +24%
CI
421
Cigna Investments
Connecticut
$250K -$86.8K -1,289 -26%
OTPPB
422
Ontario Teachers' Pension Plan Board
Ontario, Canada
$249K -$2.4M -35,655 -91%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$245K -$4.8M -71,128 -95%
ACIM
424
Azimuth Capital Investment Management
Michigan
$244K +$244K +3,622 New
Connor, Clark & Lunn Investment Management (CC&L)
425
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$243K +$243K +3,597 New
15 16
17
18 19