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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
451
Prosperity Financial Group
California
$219K -$7.9K -136 -3%
SC
452
Stephens Consulting
Michigan
$218K -$17K -293 -7%
EF
453
Empowered Funds
Pennsylvania
$215K +$215K +3,696 New
BBWP
454
Beacon Bridge Wealth Partners
Pennsylvania
$214K -$24K -414 -10%
Axa
455
Axa
France
$211K +$211K +3,633 New
ACIM
456
Azimuth Capital Investment Management
Michigan
$210K +$210K +3,622 New
MIM
457
Morningstar Investment Management
Illinois
$210K +$210K +3,618 New
PWPS
458
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +3,614 New
VEA
459
Virtus ETF Advisers
New York
$208K +$14.6K +251 +8%
ESB
460
Essex Savings Bank
Connecticut
$207K +$207K +3,571 New
SP
461
Symmetry Partners
Connecticut
$206K +$206K +3,556 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$205K +$25.1K +432 +14%
SAG
463
SageView Advisory Group
California
$205K +$205K +3,571 New
PCM
464
Pointe Capital Management
Michigan
$204K +$204K +3,515 New
FSG
465
Financial Strategies Group
Michigan
$202K +$202K +3,629 New
FSC
466
Full Sail Capital
Oklahoma
$200K +$200K +3,445 New
QCG
467
Quadrant Capital Group
Ohio
$199K -$30.3K -522 -13%
BTI
468
Blue Trust Inc
Georgia
$199K -$89K -1,681 -31%
SOW
469
State of Wyoming
Wyoming
$196K +$10.1K +174 +5%
AIP
470
Ameritas Investment Partners
Nebraska
$188K -$15.2K -262 -7%
PIM
471
Platinum Investment Management
Australia
$173K +$153K +2,627 +755%
WTC
472
WhitTier Trust Company
Nevada
$169K +$6.62K +114 +4%
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$160K -$659K -11,346 -80%
APF
474
Alaska Permanent Fund
Alaska
$144K -$18.5K -318 -11%
CA
475
Clearstead Advisors
Ohio
$124K -$130K -2,244 -51%