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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$188M
2
MAM
Magellan Asset Management
Australia
+$149M
3
State Street
State Street
Massachusetts
+$113M
4
ESCM
Echo Street Capital Management
New York
+$105M
5
MHI
Miller Howard Investments
New York
+$59.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
2
Franklin Resources
Franklin Resources
California
-$154M
3
BC
Brookfield Corp
Ontario, Canada
-$91.6M
4
BlackRock
BlackRock
New York
-$89.8M
5
Capital International Investors
Capital International Investors
California
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
451
MKT Advisors
California
$215K +$215K +3,103 New
BL
452
Balentine LLC
Georgia
$214K +$214K +3,056 New
FNBT
453
FineMark National Bank & Trust
Florida
$213K +$213K +3,050 New
SFS
454
Stiles Financial Services
Minnesota
$211K +$211K +3,022 New
SWP
455
Stratos Wealth Partners
Ohio
$210K +$210K +2,996 New
SW
456
SkyOak Wealth
Michigan
$210K +$210K +3,000 New
ESB
457
Essex Savings Bank
Connecticut
$210K +$210K +3,002 New
BRWA
458
B. Riley Wealth Advisors
Florida
$209K -$387K -5,519 -65%
TMAM
459
Tokio Marine Asset Management
Japan
$208K +$208K +2,972 New
SFI
460
Siemens Fonds Invest
Germany
$208K +$208K +2,974 New
BFS
461
Bradley Foster & Sargent
Connecticut
$207K -$105K -1,500 -34%
RIA
462
Regal Investment Advisors
Michigan
$207K +$207K +2,957 New
CA
463
CoreCap Advisors
Michigan
$206K -$52.2K -748 -20%
FWCM
464
Ferguson Wellman Capital Management
Oregon
$206K +$206K +2,939 New
CAM
465
Cresset Asset Management
Illinois
$205K -$53.1K -762 -21%
BAM
466
Belpointe Asset Management
Nevada
$205K +$24.6K +351 +14%
SP
467
Successful Portfolios
Florida
$205K +$205K +2,932 New
NICM
468
Neo Ivy Capital Management
New York
$204K +$204K +2,920 New
AIM
469
AMI Investment Management
Indiana
$203K +$203K +2,900 New
OLVIG
470
Oliver Lagore Vanvalin Investment Group
Michigan
$199K +$199K +2,850 New
QCG
471
Quadrant Capital Group
Ohio
$194K -$5.6K -80 -3%
UAML
472
US Asset Management LLC
Pennsylvania
$188K +$188K +2,681 New
APA
473
American Portfolios Advisors
New York
$185K +$5.11K +73 +3%
MAM
474
Meeder Asset Management
Ohio
$185K +$185K +2,641 New
CA
475
Crewe Advisors
Utah
$168K +$140K +2,005 +495%
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