CMS icon

CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
401
Qube Research & Technologies (QRT)
United Kingdom
$325K -$14.2M -245,226 -98%
P
402
&Partners
Tennessee
$321K +$321K +5,418 New
SWA
403
Stratos Wealth Advisors
Ohio
$320K -$155K -2,674 -33%
AA
404
Advisory Alpha
Michigan
$315K +$21K +361 +7%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$308K +$8.42K +145 +3%
BRWA
406
B. Riley Wealth Advisors
Florida
$308K -$126K -2,165 -29%
I
407
InceptionR
California
$307K +$307K +5,291 New
BP
408
Ballentine Partners
Massachusetts
$303K +$44.4K +765 +17%
SM
409
Sciencast Management
New Jersey
$302K +$302K +5,202 New
Simplex Trading
410
Simplex Trading
Illinois
$301K +$301K +5,186 New
SIC
411
Samalin Investment Counsel
New York
$297K -$58.9K -1,014 -17%
GI
412
GAMMA Investing
California
$296K +$296K +5,174 New
Vontobel Holding
413
Vontobel Holding
Switzerland
$286K -$54.9K -946 -16%
AIMCA
414
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$285K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$284K -$5.52M -95,107 -95%
SPS
416
Susquehanna Portfolio Strategies
Pennsylvania
$279K +$279K +4,800 New
PWMG
417
Pinnacle Wealth Management Group
Michigan
$277K
BMCM
418
Bryn Mawr Capital Management
Pennsylvania
$276K
AWCI
419
Alpine Woods Capital Investors
New York
$276K
VA
420
Vident Advisory
Georgia
$273K -$46.1K -794 -14%
OPW
421
Oxler Private Wealth
New York
$271K -$1.24M -21,314 -82%
EWM
422
Executive Wealth Management
Michigan
$271K +$1.39K +24 +0.5%
FB
423
Fulton Bank
Pennsylvania
$268K +$24.6K +424 +10%
HAG
424
HighPoint Advisor Group
Illinois
$267K +$267K +4,560 New
GLA
425
Great Lakes Advisors
Illinois
$267K -$5.05K -87 -2%