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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$302K -$26.2K -393 -8%
OPW
452
Oxler Private Wealth
New York
$299K -$18.5K -278 -6%
PCA
453
Pallas Capital Advisors
Massachusetts
$297K +$11.5K +173 +4%
FTWA
454
Fifth Third Wealth Advisors
Ohio
$295K +$45.4K +681 +18%
MSA
455
MUFG Securities Americas
New York
$294K +$294K +4,411 New
TCOTS
456
Trust Company of the South
North Carolina
$294K
VT
457
Vise Technologies
New York
$291K +$291K +4,362 New
GLA
458
Great Lakes Advisors
Illinois
$289K -$2.53K -38 -0.9%
SC
459
Stephens Consulting
Michigan
$288K +$15K +225 +5%
CIA
460
Capital Investment Advisors
Georgia
$288K -$15.5K -232 -5%
Vontobel Holding
461
Vontobel Holding
Switzerland
$284K
LS
462
Livforsakringsbolaget Skandia
Sweden
$279K
LA
463
LVW Advisors
New York
$278K +$17.9K +269 +7%
HI
464
Horizon Investments
North Carolina
$276K +$5.67K +85 +2%
MAM
465
Martingale Asset Management
Massachusetts
$274K +$274K +4,114 New
AWM
466
Apollon Wealth Management
South Carolina
$274K +$43.9K +659 +19%
Man Group
467
Man Group
United Kingdom
$271K -$6.48M -97,164 -96%
QCM
468
Qsemble Capital Management
New York
$271K +$271K +4,062 New
MG
469
Mather Group
Illinois
$266K +$14.7K +220 +6%
BFM
470
Boothbay Fund Management
New York
$256K +$256K +3,842 New
FAN
471
Financial Advisors Network
California
$255K +$255K +3,831 New
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$252K +$15.4K +575 +7%
SAG
473
SageView Advisory Group
California
$251K +$16.6K +249 +7%
OLVIG
474
Oliver Lagore Vanvalin Investment Group
Michigan
$250K
FSG
475
Financial Strategies Group
Michigan
$249K +$1.37K +21 +0.6%