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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
426
Capital Investment Advisors
Georgia
$277K -$6.58K -112 -2%
HT
427
Headlands Technologies
Illinois
$276K +$276K +4,691 New
MG
428
Mather Group
Illinois
$271K +$271K +4,610 New
FHC
429
First Heartland Consultants
Missouri
$264K +$2.64K +45 +1%
VWA
430
V Wealth Advisors
Kansas
$261K -$2K -34 -0.8%
FB
431
Fulton Bank
Pennsylvania
$260K -$1.18K -20 -0.4%
BBWP
432
Beacon Bridge Wealth Partners
Pennsylvania
$256K +$19K +323 +8%
TI
433
Tidal Investments
Wisconsin
$255K +$39.5K +672 +18%
SP
434
Symmetry Partners
Connecticut
$254K
Aviva
435
Aviva
United Kingdom
$252K
P
436
Pitcairn
Pennsylvania
$250K -$2.35K -40 -0.9%
SAM
437
Strategy Asset Managers
California
$248K +$6.87K +117 +3%
BAM
438
Belpointe Asset Management
Nevada
$242K -$35.3K -601 -13%
PFG
439
Prosperity Financial Group
California
$241K
SBH
440
Segall Bryant & Hamill
Illinois
$239K
JAG
441
Journey Advisory Group
Kentucky
$238K
SC
442
Stephens Consulting
Michigan
$237K +$352 +6 +0.1%
HI
443
Horizon Investments
North Carolina
$237K +$21.9K +376 +10%
BP
444
Ballentine Partners
Massachusetts
$235K -$111K -1,889 -32%
EWM
445
Endurance Wealth Management
Rhode Island
$235K
LCM
446
Landscape Capital Management
New Jersey
$234K +$234K +3,975 New
Lido Advisors
447
Lido Advisors
California
$228K +$228K +3,875 New
FMAEN1
448
Fund Management at Engine No 1
California
$223K +$15.8K +269 +8%
VVP
449
Venture Visionary Partners
Ohio
$223K +$1.35K +23 +0.6%
JE
450
JMAC Enterprises
Pennsylvania
$223K