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CMS Energy

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67%93.96% (+1.3%)

1% more funds holding

Funds holding: 627635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
451
Ameritas Investment Partners
Nebraska
$216K -$17.4K -294 -8%
CSS
452
Cubist Systematic Strategies
Connecticut
$216K -$17.3M -293,324 -99%
HNWA
453
Henrickson Nauta Wealth Advisors
Michigan
$216K +$201K +3,406 New
FSC
454
Full Sail Capital
Oklahoma
$216K +$201K +3,404 New
V
455
VeraBank
Texas
$215K +$201K +3,400 New
PFM
456
Patton Fund Management
Texas
$214K +$200K +3,385 New
MA
457
MKT Advisors
California
$214K +$193K +3,270 New
CA
458
Crewe Advisors
Utah
$214K +$23.2K +392 +13%
HI
459
Horizon Investments
North Carolina
$212K +$200K +3,378 New
OPS
460
Orion Portfolio Solutions
Nebraska
$205K +$191K +3,235 New
BPA
461
Beacon Pointe Advisors
California
$204K -$49.7K -841 -21%
SYBT
462
Stock Yards Bank & Trust
Kentucky
$203K +$190K +3,209 New
JAG
463
Journey Advisory Group
Kentucky
$203K
FMAEN1
464
Fund Management at Engine No 1
California
$203K +$189K +3,198 New
QC
465
Quadrature Capital
United Kingdom
$202K -$801K -13,547 -81%
CA
466
CoreCap Advisors
Michigan
$175K +$164K +2,770 New
UAML
467
US Asset Management LLC
Pennsylvania
$170K +$159K +2,681 New
WTC
468
WhitTier Trust Company
Nevada
$158K +$709 +12 +0.5%
ABLA
469
Alan B. Lancz & Associates
Ohio
$149K
FIM
470
FWL Investment Management
Texas
$142K +$133K +2,250 New
CT
471
Colonial Trust
South Carolina
$120K +$112K +1,892 New
BAM
472
Belpointe Asset Management
Nevada
$119K -$10.3K -175 -9%
AF
473
Allworth Financial
California
$115K +$32.1K +543 +42%
TPCW
474
TD Private Client Wealth
New York
$115K +$591 +10 +0.6%
VIA
475
Virtus Investment Advisers
Connecticut
$112K