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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
451
XTX Topco
Cayman Islands
$243K +$243K +4,021 New
CAG
452
Crestwood Advisors Group
Massachusetts
$242K -$2.17K -36 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
453
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$240K -$54.8K -908 -19%
PCA
454
Pallas Capital Advisors
Massachusetts
$240K -$6.7K -111 -3%
IAS
455
Insigneo Advisory Services
Florida
$239K +$239K +3,958 New
KWA
456
Kingswood Wealth Advisors
California
$237K – – –
Los Angeles Capital Management
457
Los Angeles Capital Management
California
$235K -$435K -7,204 -65%
OTL
458
Oak Thistle LLC
New York
$233K +$233K +3,862 New
MA
459
Montag & Associates
Georgia
$230K +$164K +2,717 +247%
NC
460
nVerses Capital
Florida
$229K +$229K +3,800 New
QCG
461
Quadrant Capital Group
Ohio
$227K +$20.5K +340 +10%
SC
462
Stephens Consulting
Michigan
$226K – – –
MG
463
Mather Group
Illinois
$226K -$17.4K -300 -7%
OLVIG
464
Oliver Lagore Vanvalin Investment Group
Michigan
$226K -$36.2K -600 -14%
CCM
465
Coldstream Capital Management
Washington
$225K -$17K -282 -7%
TPI
466
Trust Point Inc
Wisconsin
$224K -$452K -7,492 -67%
ACIM
467
Azimuth Capital Investment Management
Michigan
$219K – – –
MIM
468
Morningstar Investment Management
Illinois
$218K – – –
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$218K -$543 -9 -0.2%
SWP
470
Stratos Wealth Partners
Ohio
$217K -$13.9K -230 -6%
FSG
471
Financial Strategies Group
Michigan
$217K +$1.54K +26 +0.7%
IWC
472
Integrated Wealth Concepts
Massachusetts
$216K -$381K -6,322 -64%
SP
473
Symmetry Partners
Connecticut
$215K – – –
DIA
474
Dana Investment Advisors
Wisconsin
$213K -$19.7K -326 -8%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$213K +$362 +6 +0.2%
17 18
19
20 21