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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$368M
3
State Street
3
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Capital World Investors
2
Capital World Investors
California
$0
3
BlackRock
3
BlackRock
New York
$1.64B
4
SSA
4
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$143M +$31.1M +505,982 +28%
Bank of America
27
Bank of America
North Carolina
$140M +$7.55M +122,976 +6%
PL
28
Perpetual Ltd
Australia
$135M +$135M +2,195,291 New
DPIM
29
Duff & Phelps Investment Management
Illinois
$131M +$4.34M +70,729 +3%
CVA
30
Ceredex Value Advisors
Florida
$127M -$4.89M -79,636 -4%
Citigroup
31
Citigroup
New York
$124M -$33.6M -547,173 -21%
ECM
32
ExodusPoint Capital Management
New York
$113M +$10.5M +170,877 +10%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$113M -$6.44M -104,941 -5%
Charles Schwab
34
Charles Schwab
California
$98.4M +$1.13M +18,470 +1%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$90.6M +$70.8M +1,153,655 +358%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$90.5M -$17.5M -283,199 -16%
First Trust Advisors
37
First Trust Advisors
Illinois
$87.2M +$969K +15,779 +1%
WHRC
38
W.H. Reaves & Co
New Jersey
$82.3M -$2.08M -33,809 -2%
Macquarie Group
39
Macquarie Group
Australia
$75.9M -$31.1M -506,077 -29%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$75.9M +$7.48M +121,899 +11%
UBS AM
41
UBS AM
Illinois
$73.6M +$1.4M +22,788 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$70.7M -$1.69M -27,500 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$70.6M -$1.58M -25,721 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$70.1M +$32.7M +532,780 +87%
DZ Bank
45
DZ Bank
Germany
$62.9M +$18.7M +304,572 +42%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$62.3M -$430K -7,008 -0.7%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$59.3M -$1.45M -23,585 -2%
MHI
48
Miller Howard Investments
New York
$58.6M +$4.13M +67,327 +8%
Amundi
49
Amundi
France
$55.4M -$1.28M -20,629 -2%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$54.1M +$97.9K +1,595 +0.2%
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