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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
451
Trust Investment Advisors
Indiana
$221K +$221K +3,761 New
VEA
452
Virtus ETF Advisers
New York
$220K -$55.9K -951 -20%
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$215K
DIA
454
Dana Investment Advisors
Wisconsin
$213K +$3.94K +67 +2%
ACIM
455
Azimuth Capital Investment Management
Michigan
$213K
SWP
456
Stratos Wealth Partners
Ohio
$212K -$41.4K -704 -16%
MIM
457
Morningstar Investment Management
Illinois
$211K +$211K +3,591 New
SSWM
458
Strait & Sound Wealth Management
California
$211K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$210K -$52.1K -887 -20%
PCM
460
Pointe Capital Management
Michigan
$207K
AIP
461
Ameritas Investment Partners
Nebraska
$206K
CI
462
Cigna Investments
Connecticut
$204K
FSC
463
Full Sail Capital
Oklahoma
$202K
CGL
464
Clarius Group LLC
Washington
$200K -$18.2K -309 -8%
HNWA
465
Henrickson Nauta Wealth Advisors
Michigan
$200K
WTC
466
WhitTier Trust Company
Nevada
$160K -$1.23K -21 -0.8%
APF
467
Alaska Permanent Fund
Alaska
$147K +$147K +2,505 New
CA
468
Crewe Advisors
Utah
$147K -$39.2K -667 -21%
Credit Agricole
469
Credit Agricole
France
$143K -$125K -2,129 -47%
VSQM
470
V-Square Quantitative Management
Illinois
$137K +$137K +2,325 New
CA
471
Clearstead Advisors
Ohio
$136K +$14.7K +250 +12%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$114K +$91.4K +1,530 +404%
SIM
473
Sentry Investment Management
Wisconsin
$112K
CT
474
Colonial Trust
South Carolina
$111K +$118 +2 +0.1%
TPCW
475
TD Private Client Wealth
New York
$110K +$2.17K +37 +2%