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CMS Energy
CMS

Overview Fund Activity

572 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
67
Increased
227
Reduced
194
Closed
54
Calls
$19.7M
Puts
$5.19M
Net Calls
+$14.5M
Net Calls Change
+$11.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$462M
2
Capital International Investors
2
Capital International Investors
California
$620M
3
Goldman Sachs
3
Goldman Sachs
New York
$256M
4
ZP
4
Zimmer Partners
New York
$145M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$88.7M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.03B
3
Capital World Investors
3
Capital World Investors
California
$259M
4
Millennium Management
4
Millennium Management
New York
$36.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
451
First Financial Corp
Indiana
$108K -$10.6K -180 -9%
APA
452
American Portfolios Advisors
New York
$102K +$38.4K +650 +60%
TPCW
453
TD Private Client Wealth
New York
$96.7K -$1.3K -22 -1%
OC
454
Oakworth Capital
Alabama
$88K – – –
LIM
455
Longfellow Investment Management
Massachusetts
$86K -$92.8K -1,561 -52%
DMBA
456
Deseret Mutual Benefit Administrators
Utah
$86K +$86K +1,450 New
NICM
457
Neo Ivy Capital Management
New York
$86K +$86K +1,450 New
ASN
458
Advisory Services Network
Georgia
$79K +$79K +1,351 New
FWM
459
FFT Wealth Management
Pennsylvania
$76K +$76K +1,281 New
CFGS
460
Concourse Financial Group Securities
Alabama
$74K -$294 -5 -0.4%
SWA
461
Sutton Wealth Advisors
Florida
$73.4K – – –
CFO
462
CVA Family Office
Colorado
$68K +$9.42K +160 +16%
BU
463
BBVA USA
Alabama
$68K +$68K +1,148 New
HIA
464
Harbor Investment Advisory
Maryland
$67K – – –
CA
465
Clearstead Advisors
Ohio
$66K – – –
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
MA
467
Montag & Associates
Georgia
$65K – – –
GWSG
468
GPS Wealth Strategies Group
Colorado
$63K +$59 +1 +0.1%
EBSAM
469
Eubel Brady & Suttman Asset Management
Ohio
$61K +$61K +1,000 New
T
470
TOBAM
France
$58K – – –
SBL
471
Sargent Bickham Lagudis
Colorado
$57K – – –
CG
472
Cutler Group
California
$56K +$56K +951 New
CI
473
CX Institutional
Indiana
$55K +$4.47K +76 +9%
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$53K -$413 -7 -0.8%
FHC
475
First Horizon Corporation
Tennessee
$52K -$25.6K -437 -33%
17 18
19
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