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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
+$109M
2
American Century Companies
American Century Companies
Missouri
+$90.9M
3
Amundi
Amundi
France
+$82.7M
4
ECM
ExodusPoint Capital Management
New York
+$64.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$51.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$324M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.1M
3
State Street
State Street
Massachusetts
-$52.5M
4
SSA
Schonfeld Strategic Advisors
New York
-$30.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
426
Pinnacle Wealth Management Group
Michigan
$254K – – –
BMCM
427
Bryn Mawr Capital Management
Pennsylvania
$253K – – –
AWCI
428
Alpine Woods Capital Investors
New York
$252K – – –
MFS
429
Mirabella Financial Services
United Kingdom
$251K -$641K -12,066 -72%
CIA
430
Capital Investment Advisors
Georgia
$251K +$159 +3 +0.1%
SCA
431
Snowden Capital Advisors
New York
$249K +$249K +4,687 New
GLA
432
Great Lakes Advisors
Illinois
$249K -$11.8K -222 -5%
Credit Agricole
433
Credit Agricole
France
$248K +$119K +2,241 +92%
KFA
434
Krane Funds Advisors
New York
$247K +$247K +4,643 New
EWM
435
Executive Wealth Management
Michigan
$246K -$55.9K -1,052 -18%
BAM
436
Belpointe Asset Management
Nevada
$245K +$27K +509 +12%
FHC
437
First Heartland Consultants
Missouri
$239K +$583 +11 +0.2%
BP
438
Ballentine Partners
Massachusetts
$236K +$23.8K +448 +11%
CA
439
Clearstead Advisors
Ohio
$233K +$110K +2,065 +89%
Cerity Partners
440
Cerity Partners
New York
$231K -$297K -5,600 -56%
SAM
441
Strategy Asset Managers
California
$228K +$3.98K +75 +2%
FB
442
Fulton Bank
Pennsylvania
$223K -$12.6K -237 -5%
FMAEN1
443
Fund Management at Engine No 1
California
$221K +$19.8K +372 +10%
P
444
Pitcairn
Pennsylvania
$220K -$6.64K -125 -3%
BBWP
445
Beacon Bridge Wealth Partners
Pennsylvania
$218K -$13.4K -253 -6%
CCM
446
Coldstream Capital Management
Washington
$218K -$43.1K -812 -17%
OWM
447
OneAscent Wealth Management
Alabama
$217K +$217K +4,088 New
HI
448
Horizon Investments
North Carolina
$217K +$2.79K +53 +1%
JAG
449
Journey Advisory Group
Kentucky
$215K – – –
SC
450
Stephens Consulting
Michigan
$215K +$478 +9 +0.2%
16 17
18
19 20