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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
426
Wedbush Securities
California
$373K +$212 +3 +0.1%
DTL
427
Dynamic Technology Lab
Singapore
$371K -$30.9K -437 -8%
BAM
428
Belpointe Asset Management
Nevada
$366K +$63.1K +893 +21%
BTI
429
Blue Trust Inc
Georgia
$366K +$90.1K +1,514 +33%
SAM
430
Strategy Asset Managers
California
$362K +$64K +906 +21%
CCA
431
Carrera Capital Advisors
Michigan
$358K +$358K +5,074 New
BP
432
Ballentine Partners
Massachusetts
$357K +$35K +496 +11%
ATS
433
Ashton Thomas Securities
New York
$357K +$357K +5,051 New
EF
434
Empowered Funds
Pennsylvania
$355K +$36.5K +517 +11%
SCP
435
Silverleafe Capital Partners
Tennessee
$353K – – –
AIM
436
Aquila Investment Management
New York
$353K +$353K +5,000 New
MPM
437
MBB Public Markets
Illinois
$350K -$1.12M -15,820 -76%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$348K -$918 -13 -0.3%
PWMG
439
Pinnacle Wealth Management Group
Michigan
$339K +$4.94K +70 +1%
OPW
440
Oxler Private Wealth
New York
$337K +$1.77K +25 +0.5%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$336K – – –
CCG
442
Chatham Capital Group
Georgia
$334K – – –
SIC
443
Samalin Investment Counsel
New York
$330K -$17.9K -254 -5%
PCM
444
Prelude Capital Management
New York
$330K -$530K -7,500 -62%
KPWS
445
Kestra Private Wealth Services
Texas
$328K -$17.6K -249 -5%
FB
446
Fulton Bank
Pennsylvania
$327K +$9.39K +133 +3%
AWCI
447
Alpine Woods Capital Investors
New York
$326K – – –
CIA
448
Capital Investment Advisors
Georgia
$322K +$1.98K +28 +0.6%
S
449
SignatureFD
Georgia
$320K +$8.69K +123 +3%
QCG
450
Quadrant Capital Group
Ohio
$319K +$3.89K +55 +1%
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