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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
426
Wedbush Securities
California
$346K -$5.39K -81 -2%
PCM
427
Prelude Capital Management
New York
$346K +$34.4K +516 +11%
BAM
428
Belpointe Asset Management
Nevada
$341K -$10.7K -158 -3%
CCA
429
Carrera Capital Advisors
Michigan
$338K
EI
430
Ethic Inc
New York
$336K +$336K +5,048 New
HAG
431
HighPoint Advisor Group
Illinois
$335K +$21.5K +310 +7%
SCP
432
Silverleafe Capital Partners
Tennessee
$333K
SGAM
433
Smith Group Asset Management
Texas
$333K +$333K +5,000 New
MP
434
Moment Partners
California
$324K +$324K +4,855 New
CCG
435
Chatham Capital Group
Georgia
$322K +$6.67K +100 +2%
LI
436
LifeWealth Investments
Florida
$322K +$322K +4,829 New
CCM
437
Coldstream Capital Management
Washington
$321K +$24.3K +365 +8%
WPC
438
Wedmont Private Capital
Pennsylvania
$321K +$321K +4,938 New
KPWS
439
Kestra Private Wealth Services
Texas
$318K +$8.53K +128 +3%
O
440
Ossiam
France
$318K -$73.4K -1,101 -19%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$317K
S
442
SignatureFD
Georgia
$317K +$14.7K +220 +5%
AWCI
443
Alpine Woods Capital Investors
New York
$317K
PWMG
444
Pinnacle Wealth Management Group
Michigan
$316K -$3.33K -50 -1%
SIC
445
Samalin Investment Counsel
New York
$312K +$667 +10 +0.2%
BW
446
Bison Wealth
Georgia
$312K +$312K +4,683 New
XT
447
XTX Topco
Cayman Islands
$312K -$101K -1,512 -24%
FRA
448
Frank Rimerman Advisors
California
$311K +$37.1K +556 +14%
QCG
449
Quadrant Capital Group
Ohio
$309K +$8K +120 +3%
CPWA
450
Cerro Pacific Wealth Advisors
California
$303K -$6.22K -88 -2%