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CMS Energy
CMS

Overview Fund Activity

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$410M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.49B
3
Deutsche Bank
3
Deutsche Bank
Germany
$212M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$41.4M
2
State Street
2
State Street
Massachusetts
$956M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$73M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EF
451
Empowered Funds
Pennsylvania
$269K 4,511 -70 -2%
RJT
452
Raymond James Trust
Florida
$268K 4,508 -58 -1%
FB
453
Fulton Bank
Pennsylvania
$268K 4,495 -34 -0.8%
QCG
454
Quadrant Capital Group
Ohio
$266K 4,462 +693 +18%
S
455
SignatureFD
Georgia
$262K 4,409 +71 +2%
TCOTS
456
Trust Company of the South
North Carolina
$262K 4,404 – –
GLA
457
Great Lakes Advisors
Illinois
$261K 4,393 -209 -5%
CPWA
458
Cerro Pacific Wealth Advisors
California
$261K 4,377 +4,377 New
HI
459
Horizon Investments
North Carolina
$258K 4,376 -395 -8%
BRWA
460
B. Riley Wealth Advisors
Florida
$257K 4,316 -3,149 -42%
P
461
Pitcairn
Pennsylvania
$255K 4,284 +192 +5%
BAM
462
Belpointe Asset Management
Nevada
$255K 4,282 +65 +2%
IWC
463
Integrated Wealth Concepts
Massachusetts
$252K 4,237 +664 +19%
KWA
464
Kingswood Wealth Advisors
California
$250K 4,201 +265 +7%
SAM
465
Strategy Asset Managers
California
$248K 4,216 -229 -5%
FRA
466
Frank Rimerman Advisors
California
$245K 4,113 +4,076 +11,016%
CAG
467
Crestwood Advisors Group
Massachusetts
$243K 4,087 +69 +2%
JAG
468
Journey Advisory Group
Kentucky
$241K 4,050 – –
Vontobel Holding
469
Vontobel Holding
Switzerland
$241K 4,047 -539 -12%
PCA
470
Pallas Capital Advisors
Massachusetts
$239K 3,882 -93 -2%
Los Angeles Capital Management
471
Los Angeles Capital Management
California
$232K 3,895 – –
VVP
472
Venture Visionary Partners
Ohio
$232K 3,890 +3,890 New
CCM
473
Coldstream Capital Management
Washington
$228K 3,834 +98 +3%
MA
474
Montag & Associates
Georgia
$226K 3,803 -14 -0.4%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$224K 3,767 +236 +7%
17 18
19
20 21