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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$188M
2
MAM
Magellan Asset Management
Australia
+$149M
3
State Street
State Street
Massachusetts
+$113M
4
ESCM
Echo Street Capital Management
New York
+$105M
5
MHI
Miller Howard Investments
New York
+$59.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
2
Franklin Resources
Franklin Resources
California
-$154M
3
BC
Brookfield Corp
Ontario, Canada
-$91.6M
4
BlackRock
BlackRock
New York
-$89.8M
5
Capital International Investors
Capital International Investors
California
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
426
Endurance Wealth Management
Rhode Island
$280K – – –
MFS
427
Mirabella Financial Services
United Kingdom
$271K -$682K -9,760 -72%
BPA
428
Beacon Pointe Advisors
California
$270K +$49.9K +714 +23%
CTC
429
Central Trust Company
Missouri
$269K -$14K -200 -5%
TI
430
Tidal Investments
Wisconsin
$269K +$26.1K +372 +11%
AIP
431
Ameritas Investment Partners
Nebraska
$266K – – –
CCP
432
Corient Capital Partners
California
$263K +$20.2K +289 +8%
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$262K +$262K +3,739 New
SS
434
Simplicity Solutions
Minnesota
$259K -$235K -3,352 -48%
ACM
435
Azimuth Capital Management
Michigan
$253K – – –
Rafferty Asset Management
436
Rafferty Asset Management
New York
$251K -$241K -3,450 -49%
UCFA
437
United Capital Financial Advisors
Texas
$246K -$10.2K -145 -4%
BFM
438
Boothbay Fund Management
New York
$246K +$246K +3,515 New
KIA
439
KCM Investment Advisors
California
$245K +$245K +3,499 New
FSC
440
Full Sail Capital
Oklahoma
$238K – – –
V
441
VeraBank
Texas
$238K – – –
HNWA
442
Henrickson Nauta Wealth Advisors
Michigan
$238K – – –
VVP
443
Venture Visionary Partners
Ohio
$236K +$1.61K +23 +0.7%
SPWM
444
Spartan Planning & Wealth Management
North Carolina
$230K +$230K +3,291 New
4WM
445
44 Wealth Management
Oregon
$228K -$10.6K -152 -4%
H6H
446
Hightower 6M Holding
Kansas
$226K +$226K +3,229 New
AC
447
ASB Consultores
Florida
$225K – – –
HCM
448
Hilton Capital Management
New York
$221K +$221K +3,164 New
KPWS
449
Kestra Private Wealth Services
Texas
$218K +$1.05K +15 +0.5%
S
450
SignatureFD
Georgia
$215K +$13.5K +193 +7%
16 17
18
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