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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
401
Campbell & Co Investment Adviser
Maryland
$389K +$389K +6,439 New
QI
402
Qtron Investments
Massachusetts
$385K +$385K +6,383 New
NP
403
NorthRock Partners
Minnesota
$384K +$9.53K +158 +3%
CI
404
Conning Inc
Connecticut
$382K – – –
P
405
&Partners
Tennessee
$380K +$52.7K +873 +16%
GI
406
GAMMA Investing
California
$379K +$67.2K +1,114 +22%
William Blair & Company
407
William Blair & Company
Illinois
$361K -$1.75K -29 -0.5%
SWA
408
Stratos Wealth Advisors
Ohio
$360K +$26.9K +446 +8%
WS
409
Wedbush Securities
California
$359K +$5.31K +88 +2%
AA
410
Advisory Alpha
Michigan
$346K +$19.1K +316 +6%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$346K -$683K -11,320 -66%
KPWS
412
Kestra Private Wealth Services
Texas
$338K -$68.3K -1,132 -17%
Qube Research & Technologies (QRT)
413
Qube Research & Technologies (QRT)
United Kingdom
$337K – – –
MYAM
414
Meiji Yasuda Asset Management
Japan
$327K -$372K -6,170 -53%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$321K +$905 +15 +0.3%
BFM
416
Boothbay Fund Management
New York
$314K +$314K +5,209 New
LA
417
LVW Advisors
New York
$313K +$313K +5,180 New
IPWA
418
International Private Wealth Advisors
California
$309K +$309K +5,126 New
SCP
419
Silverleafe Capital Partners
Tennessee
$302K +$302K +5,000 New
CAM
420
Cidel Asset Management
Ontario, Canada
$301K -$133K -2,212 -31%
AIMCA
421
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$296K – – –
SPS
422
Susquehanna Portfolio Strategies
Pennsylvania
$290K – – –
AWCI
423
Alpine Woods Capital Investors
New York
$288K – – –
BMCM
424
Bryn Mawr Capital Management
Pennsylvania
$287K – – –
GWP
425
Gen-Wealth Partners
Michigan
$287K +$287K +4,756 New
15 16
17
18 19