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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
401
Acorn Wealth Advisors
Michigan
$496K +$3.07K +46 +0.6%
GS
402
GWN Securities
Florida
$487K +$487K +7,404 New
KAS
403
Kestra Advisory Services
Texas
$483K +$40.5K +607 +9%
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$483K -$4.39M -66,247 -90%
AA
405
Advisory Alpha
Michigan
$480K +$39.5K +593 +9%
VSQM
406
V-Square Quantitative Management
Illinois
$468K -$15.7K -235 -3%
SAM
407
Shell Asset Management
Netherlands
$465K -$557K -8,358 -55%
EWM
408
Executive Wealth Management
Michigan
$424K -$600 -9 -0.1%
BTI
409
Blue Trust Inc
Georgia
$411K +$1.4K +21 +0.3%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$410K -$211K -3,161 -34%
CI
411
Conning Inc
Connecticut
$398K -$24.2K -363 -6%
TC
412
TownSquare Capital
Utah
$391K +$391K +5,864 New
AWM
413
Accurate Wealth Management
Florida
$384K +$651 +10 +0.2%
William Blair & Company
414
William Blair & Company
Illinois
$374K -$3.2K -48 -0.8%
EF
415
Empowered Funds
Pennsylvania
$371K +$35.6K +534 +11%
NW
416
NewEdge Wealth
Pennsylvania
$369K +$15.3K +230 +4%
MYAM
417
Meiji Yasuda Asset Management
Japan
$369K +$3.67K +55 +1%
AIM
418
Aigen Investment Management
New York
$368K +$368K +5,516 New
SW
419
SVB Wealth
Massachusetts
$366K +$366K +5,489 New
CAG
420
Crestwood Advisors Group
Massachusetts
$363K +$73.6K +1,105 +25%
BP
421
Ballentine Partners
Massachusetts
$363K +$25.3K +379 +7%
IPWA
422
International Private Wealth Advisors
California
$360K +$6K +90 +2%
FB
423
Fulton Bank
Pennsylvania
$357K +$48.9K +734 +16%
P
424
Pitcairn
Pennsylvania
$353K +$63.2K +948 +22%
SAM
425
Strategy Asset Managers
California
$348K +$6.8K +102 +2%