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CMS Energy

563 hedge funds and large institutions have $15.9B invested in CMS Energy in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 197 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
9.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
197
Reduced
197
Closed
65
Calls
$5.61M
Puts
$2.49M
Net Calls
+$3.12M
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$66K
GWSG
452
GPS Wealth Strategies Group
Colorado
$65K +$65K +1,063 New
CFO
453
CVA Family Office
Colorado
$61K +$17.2K +280 +39%
T
454
TOBAM
France
$60K -$2.42M -39,367 -98%
SBL
455
Sargent Bickham Lagudis
Colorado
$59K
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$55K +$12.1K +200 +28%
CI
457
CX Institutional
Indiana
$53K +$494 +8 +0.9%
CIA
458
CSat Investment Advisory
Michigan
$53K +$17.2K +278 +48%
CFB
459
Cullen/Frost Bankers
Texas
$49K
EI
460
Ellevest Inc
New York
$48K
SIC
461
Salem Investment Counselors
North Carolina
$46K
LC
462
Lindbrook Capital
California
$46K +$7.65K +124 +20%
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$45K +$45K +738 New
AIC
464
Ameritas Investment Company
Nebraska
$44.7K +$44.7K +730 New
PA
465
Parallel Advisors
California
$44K -$429 -7 -1%
CFFP
466
Center for Financial Planning
Michigan
$39K
DWP
467
Destiny Wealth Partners
Florida
$38K -$227K -3,717 -86%
VCM
468
Vigilant Capital Management
Maine
$36K
RWG
469
Regal Wealth Group
California
$35K +$35K +568 New
SSB
470
Sandy Spring Bank
Maryland
$34K -$6.13K -100 -15%
GFPC
471
Global Financial Private Client
Florida
$34K
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$31K -$3.77K -63 -11%
GWM
474
Geneos Wealth Management
Colorado
$31K
Loomis, Sayles & Company
475
Loomis, Sayles & Company
Massachusetts
$29K -$4.48K -72 -13%