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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
401
Centennial Wealth Advisory
Michigan
$529K +$21.9K +310 +4%
AWA
402
Acorn Wealth Advisors
Michigan
$523K -$7.98K -113 -2%
VSQM
403
V-Square Quantitative Management
Illinois
$513K +$918 +13 +0.2%
LA
404
Legacy Advisors
Pennsylvania
$509K +$509K +7,204 New
TSS
405
Two Sigma Securities
New York
$496K -$442K -6,251 -47%
KAS
406
Kestra Advisory Services
Texas
$469K -$14.7K -208 -3%
AA
407
Advisory Alpha
Michigan
$467K -$424 -6 -0.1%
Adage Capital Partners
408
Adage Capital Partners
Massachusetts
$463K -$19.8M -279,900 -98%
STA
409
Summit Trail Advisors
New York
$463K +$210K +2,976 +83%
RJT
410
Raymond James Trust
Florida
$455K +$137K +1,940 +43%
Capstone Investment Advisors
411
Capstone Investment Advisors
New York
$453K -$610K -8,639 -57%
EWM
412
Executive Wealth Management
Michigan
$450K +$450K +6,377 New
CI
413
Conning Inc
Connecticut
$447K – – –
OTL
414
Oak Thistle LLC
New York
$442K +$52.3K +740 +13%
ECM
415
Everence Capital Management
Indiana
$440K -$445K -6,300 -50%
XT
416
XTX Topco
Cayman Islands
$437K +$437K +6,194 New
ZB
417
Zions Bancorporation
Utah
$419K +$84.2K +1,192 +25%
O
418
Ossiam
France
$414K +$290K +4,107 +233%
AWM
419
Accurate Wealth Management
Florida
$414K +$414K +5,891 New
OQS
420
Occudo Quantitative Strategies
Florida
$404K +$404K +5,725 New
William Blair & Company
421
William Blair & Company
Illinois
$399K +$15.8K +223 +4%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K +$6.14K +87 +2%
MYAM
423
Meiji Yasuda Asset Management
Japan
$387K +$3.53K +50 +0.9%
IPWA
424
International Private Wealth Advisors
California
$375K -$20.1K -285 -5%
NW
425
NewEdge Wealth
Pennsylvania
$375K +$375K +5,307 New
15 16
17
18 19