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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
426
Samalin Investment Counsel
New York
$286K -$22.9K -379 -7%
HI
427
Horizon Investments
North Carolina
$286K +$35.8K +598 +14%
PWMG
428
Pinnacle Wealth Management Group
Michigan
$285K -$3.02K -50 -1%
OPW
429
Oxler Private Wealth
New York
$284K +$2.17K +36 +0.8%
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$283K -$127K -2,100 -31%
BP
431
Ballentine Partners
Massachusetts
$282K -$32.9K -545 -10%
VA
432
Vident Advisory
Georgia
$280K -$3.32K -55 -1%
GLA
433
Great Lakes Advisors
Illinois
$278K +$302 +5 +0.1%
Vontobel Holding
434
Vontobel Holding
Switzerland
$277K -$20.3K -337 -7%
EF
435
Empowered Funds
Pennsylvania
$276K +$53.4K +885 +24%
RJT
436
Raymond James Trust
Florida
$276K -$153K -2,528 -36%
FB
437
Fulton Bank
Pennsylvania
$273K -$5.43K -90 -2%
CIA
438
Capital Investment Advisors
Georgia
$273K -$1.21K -20 -0.4%
SAM
439
Strategy Asset Managers
California
$268K +$23.4K +387 +10%
EWM
440
Executive Wealth Management
Michigan
$268K -$11.8K -197 -4%
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$266K -$127K -2,107 -32%
TCOTS
442
Trust Company of the South
North Carolina
$266K – – –
HAG
443
HighPoint Advisor Group
Illinois
$262K -$24.4K -388 -9%
S
444
SignatureFD
Georgia
$262K +$5.25K +87 +2%
BAM
445
Belpointe Asset Management
Nevada
$254K +$4.71K +78 +2%
BG
446
Benedetti & Gucer
Georgia
$253K -$10K -166 -4%
OMC
447
Old Mission Capital
Illinois
$250K +$250K +4,149 New
BTI
448
Blue Trust Inc
Georgia
$248K +$20.8K +345 +9%
P
449
Pitcairn
Pennsylvania
$247K -$724 -12 -0.3%
JAG
450
Journey Advisory Group
Kentucky
$244K – – –
16 17
18
19 20