CMS icon

CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
+$109M
2
American Century Companies
American Century Companies
Missouri
+$90.9M
3
Amundi
Amundi
France
+$82.7M
4
ECM
ExodusPoint Capital Management
New York
+$64.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$51.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$324M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.1M
3
State Street
State Street
Massachusetts
-$52.5M
4
SSA
Schonfeld Strategic Advisors
New York
-$30.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
401
Machina Capital
France
$333K -$445K -8,374 -57%
B
402
Bailard
California
$327K +$74.3K +1,399 +29%
SIC
403
Samalin Investment Counsel
New York
$326K -$17.5K -330 -5%
AWS
404
Atria Wealth Solutions
New York
$325K -$6.85K -129 -2%
Lido Advisors
405
Lido Advisors
California
$324K +$118K +2,219 +57%
WS
406
Wedbush Securities
California
$320K -$16.5K -311 -5%
BTI
407
Blue Trust Inc
Georgia
$319K +$46.3K +789 +17%
VSQM
408
V-Square Quantitative Management
Illinois
$318K +$195K +3,665 +158%
Vontobel Holding
409
Vontobel Holding
Switzerland
$312K +$312K +5,869 New
Connor, Clark & Lunn Investment Management (CC&L)
410
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$311K -$3.55M -66,790 -92%
PCS
411
Personal CFO Solutions
New Jersey
$298K -$5.74K -108 -2%
TI
412
Tidal Investments
Wisconsin
$296K +$65.6K +1,236 +28%
VA
413
Vident Advisory
Georgia
$292K +$292K +5,489 New
VFA
414
Values First Advisors
Tennessee
$286K +$25.1K +473 +10%
S
415
SignatureFD
Georgia
$284K -$136K -2,557 -32%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$281K -$22.2K -418 -7%
BL
417
Balentine LLC
Georgia
$277K -$80.2K -1,510 -22%
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$274K -$14.6K -274 -5%
AA
419
Advisory Alpha
Michigan
$269K +$269K +5,064 New
OFS
420
OneAscent Financial Services
Alabama
$264K +$264K +4,973 New
TCM
421
Teza Capital Management
Illinois
$263K -$1.46M -27,539 -85%
AIMCA
422
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$260K – – –
BG
423
Benedetti & Gucer
Georgia
$258K -$10.6K -200 -4%
IWC
424
Integrated Wealth Concepts
Massachusetts
$257K -$5.2K -98 -2%
OLVIG
425
Oliver Lagore Vanvalin Investment Group
Michigan
$255K -$319 -6 -0.1%
15 16
17
18 19