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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
426
Capital Investment Advisors
Georgia
$264K -$10.4K -179 -4%
TCOTS
427
Trust Company of the South
North Carolina
$256K +$256K +4,404 New
BG
428
Benedetti & Gucer
Georgia
$253K -$29K -500 -10%
OLVIG
429
Oliver Lagore Vanvalin Investment Group
Michigan
$252K -$26.1K -450 -9%
BL
430
Balentine LLC
Georgia
$252K -$51K -879 -17%
KFA
431
Krane Funds Advisors
New York
$249K -$21K -362 -8%
S
432
SignatureFD
Georgia
$247K -$63.5K -1,094 -20%
MG
433
Mather Group
Illinois
$244K +$244K +4,197 New
SI
434
Seeds Investor
New York
$242K +$242K +4,172 New
MIS
435
Morningstar Investment Services
Illinois
$241K +$241K +4,156 New
BAM
436
Belpointe Asset Management
Nevada
$240K -$28K -482 -10%
NIM
437
NEOS Investment Management
Connecticut
$240K +$240K +4,139 New
HI
438
Horizon Investments
North Carolina
$240K +$3.05K +53 +1%
P
439
Pitcairn
Pennsylvania
$238K -$1.8K -31 -0.7%
PCA
440
Pallas Capital Advisors
Massachusetts
$237K -$187K -3,216 -44%
SAM
441
Strategy Asset Managers
California
$236K -$13.5K -233 -5%
CAG
442
Crestwood Advisors Group
Massachusetts
$235K +$1.97K +34 +0.8%
JAG
443
Journey Advisory Group
Kentucky
$235K
CCM
444
Coldstream Capital Management
Washington
$233K -$4.59K -79 -2%
KWA
445
Kingswood Wealth Advisors
California
$229K +$229K +3,936 New
BCM
446
Bayesian Capital Management
New York
$226K -$2.97M -51,223 -93%
SCA
447
Snowden Capital Advisors
New York
$224K -$48K -826 -18%
DIA
448
Dana Investment Advisors
Wisconsin
$224K +$224K +3,859 New
SWP
449
Stratos Wealth Partners
Ohio
$222K +$222K +3,829 New
VVP
450
Venture Visionary Partners
Ohio
$220K -$290 -5 -0.1%