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CMS Energy
CMS

Overview Fund Activity

623 hedge funds and large institutions have $18B invested in CMS Energy in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 197 reducing their positions, and 66 closing their positions.

Holders
623
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
10.53%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
70
Increased
241
Reduced
197
Closed
66
Calls
$7.11M
Puts
$1.07M
Net Calls
+$6.04M
Net Calls Change
-$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$389M
2
BlackRock
2
BlackRock
New York
$1.8B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$292M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$75.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$818M
2
ZP
2
Zimmer Partners
New York
$113M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$417M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
451
OneAscent Financial Services
Alabama
$206K +$206K +3,049 New
SFS
452
Stiles Financial Services
Minnesota
$205K +$1.35K +20 +0.7%
B
453
Barings
North Carolina
$205K +$205K +3,031 New
SW
454
SkyOak Wealth
Michigan
$203K – – –
VFA
455
Values First Advisors
Tennessee
$203K +$203K +3,010 New
Rafferty Asset Management
456
Rafferty Asset Management
New York
$202K -$40.3K -598 -17%
JE
457
JMAC Enterprises
Pennsylvania
$202K +$202K +2,992 New
S
458
SignatureFD
Georgia
$201K -$6.55K -97 -3%
SFI
459
Siemens Fonds Invest
Germany
$201K – – –
CA
460
Crewe Advisors
Utah
$201K +$38.3K +567 +24%
ESB
461
Essex Savings Bank
Connecticut
$200K -$2.7K -40 -1%
RIA
462
Regal Investment Advisors
Michigan
$200K +$68 +1 +0%
BTI
463
Blue Trust Inc
Georgia
$200K +$200K +2,863 New
QCG
464
Quadrant Capital Group
Ohio
$189K +$2.22K +33 +1%
UAML
465
US Asset Management LLC
Pennsylvania
$181K – – –
WTC
466
WhitTier Trust Company
Nevada
$180K +$37.7K +560 +26%
APA
467
American Portfolios Advisors
New York
$174K -$5.2K -77 -3%
CA
468
CoreCap Advisors
Michigan
$173K -$25.8K -383 -13%
ABLA
469
Alan B. Lancz & Associates
Ohio
$161K +$161K +2,336 New
ACM
470
Aquatic Capital Management
Illinois
$155K +$155K +2,300 New
SIM
471
Sentry Investment Management
Wisconsin
$132K -$6.61K -98 -5%
PA
472
Parallel Advisors
California
$126K -$28.7K -427 -19%
PTC
473
Private Trust Company
Ohio
$126K +$126K +1,864 New
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$124K +$2.57K +38 +2%
ZB
475
Zions Bancorporation
Utah
$119K +$813 +12 +0.7%
17 18
19
20 21