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CMS Energy

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
426
Belpointe Asset Management
Nevada
$289K +$174K +2,838 +151%
SFA
427
Sequoia Financial Advisors
Ohio
$289K +$289K +4,711 New
VEA
428
Virtus ETF Advisers
New York
$288K -$110K -1,799 -28%
BAM
429
Blueshift Asset Management
New Jersey
$287K +$40.8K +664 +17%
Credit Agricole
430
Credit Agricole
France
$280K -$84.6K -1,379 -23%
OWM
431
OneAscent Wealth Management
Alabama
$279K +$2.58K +42 +0.9%
VWA
432
V Wealth Advisors
Kansas
$275K +$2.09K +34 +0.8%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$274K +$16K +261 +6%
FB
434
Fulton Bank
Pennsylvania
$273K -$9.76K -159 -3%
FHC
435
First Heartland Consultants
Missouri
$273K +$2.89K +47 +1%
SP
436
Symmetry Partners
Connecticut
$265K
SWP
437
Stratos Wealth Partners
Ohio
$265K -$3.01K -49 -1%
P
438
Pitcairn
Pennsylvania
$264K +$3.38K +55 +1%
Aviva
439
Aviva
United Kingdom
$263K
IA
440
IFP Advisors
Florida
$263K -$117K -2,587 -31%
PFG
441
Prosperity Financial Group
California
$252K -$6.14K -100 -2%
SAM
442
Strategy Asset Managers
California
$252K +$245 +4 +0.1%
FCI
443
Financial Counselors Inc
Kansas
$251K -$1.35K -22 -0.5%
SBH
444
Segall Bryant & Hamill
Illinois
$250K -$67.5K -1,100 -21%
JAG
445
Journey Advisory Group
Kentucky
$249K +$52.2K +850 +27%
BBWP
446
Beacon Bridge Wealth Partners
Pennsylvania
$247K -$1.78K -29 -0.7%
SC
447
Stephens Consulting
Michigan
$247K +$368 +6 +0.1%
EWM
448
Endurance Wealth Management
Rhode Island
$246K
JE
449
JMAC Enterprises
Pennsylvania
$233K
Connor, Clark & Lunn Investment Management (CC&L)
450
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$232K +$3.68K +60 +2%