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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Coldstream Capital Management
Washington
$313K +$43.9K +625 +16%
TCOTS
452
Trust Company of the South
North Carolina
$311K – – –
GLA
453
Great Lakes Advisors
Illinois
$309K -$1.48K -21 -0.5%
HAG
454
HighPoint Advisor Group
Illinois
$309K -$5.33K -78 -2%
PCA
455
Pallas Capital Advisors
Massachusetts
$308K +$29K +404 +10%
P
456
Pitcairn
Pennsylvania
$307K +$4.8K +68 +2%
CAG
457
Crestwood Advisors Group
Massachusetts
$307K +$18.4K +260 +6%
MIS
458
Morningstar Investment Services
Illinois
$302K +$54.1K +768 +22%
Vontobel Holding
459
Vontobel Holding
Switzerland
$301K +$15.2K +215 +5%
LS
460
Livforsakringsbolaget Skandia
Sweden
$295K +$261K +3,700 +772%
FRA
461
Frank Rimerman Advisors
California
$291K – – –
SC
462
Stephens Consulting
Michigan
$290K +$24.2K +343 +9%
HI
463
Horizon Investments
North Carolina
$284K -$22.6K -322 -7%
NP
464
NorthRock Partners
Minnesota
$281K -$43.1K -610 -13%
KWA
465
Kingswood Wealth Advisors
California
$278K -$18.5K -262 -6%
LA
466
LVW Advisors
New York
$276K +$276K +3,903 New
Los Angeles Capital Management
467
Los Angeles Capital Management
California
$275K – – –
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$275K +$8.76K +124 +3%
GWP
469
Gen-Wealth Partners
Michigan
$272K -$61K -870 -18%
IAS
470
Insigneo Advisory Services
Florida
$271K -$31.2K -442 -10%
MG
471
Mather Group
Illinois
$267K +$33.9K +480 +15%
SMA
472
Sage Mountain Advisors
Georgia
$267K +$267K +3,776 New
FSG
473
Financial Strategies Group
Michigan
$266K +$8.52K +122 +3%
OLVIG
474
Oliver Lagore Vanvalin Investment Group
Michigan
$265K – – –
FTWA
475
Fifth Third Wealth Advisors
Ohio
$264K +$264K +3,740 New
17 18
19
20 21