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CMS Energy
CMS

Overview Fund Activity

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.

Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.42%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$950M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$649M
3
ZP
3
Zimmer Partners
New York
$89.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$74.3M
5
BlackRock
5
BlackRock
New York
$2.09B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$6.27M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$14.2M
3
Amundi
3
Amundi
France
$187M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.71B
5
Franklin Resources
5
Franklin Resources
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$129M -$1.86M -27,892 -1%
Charles Schwab
27
Charles Schwab
California
$125M +$3.79M +56,882 +3%
Franklin Resources
28
Franklin Resources
California
$122M -$61.2M -918,027 -33%
Truist Financial
29
Truist Financial
North Carolina
$108M +$9.83M +147,540 +10%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$107M +$2.33M +34,896 +2%
IGAM
31
iA Global Asset Management
Quebec, Canada
$107M +$3.08M +46,259 +3%
DPIM
32
Duff & Phelps Investment Management
Illinois
$95.5M -$7.31M -109,620 -7%
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$94.3M +$14.1M +211,167 +18%
MAM
34
Magellan Asset Management
Australia
$94.1M -$6.16M -92,482 -6%
Macquarie Group
35
Macquarie Group
Australia
$93.6M +$6.52M +98,698 +7%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$91.6M +$1.63M +24,399 +2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$91.2M +$3.6M +54,054 +4%
ZP
38
Zimmer Partners
New York
$89.2M +$89.2M +1,337,928 New
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$88.8M -$232K -3,488 -0.3%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$88.6M – – –
WHRC
41
W.H. Reaves & Co
New Jersey
$85.2M -$3.41M -51,117 -4%
UBS Group
42
UBS Group
Switzerland
$81M +$22.9M +343,638 +39%
BC
43
Brookfield Corp
Ontario, Canada
$75.1M -$4.87M -72,995 -6%
Prudential Financial
44
Prudential Financial
New Jersey
$74.3M +$50.2M +753,182 +208%
Aberdeen Group
45
Aberdeen Group
United Kingdom
$65.1M +$833K +12,550 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$63M +$2.78M +41,650 +5%
First Trust Advisors
47
First Trust Advisors
Illinois
$58.6M -$2.78M -41,738 -5%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$57M +$1.06M +15,918 +2%
Barclays
49
Barclays
United Kingdom
$56.4M +$15.8M +237,409 +39%
Swiss National Bank
50
Swiss National Bank
Switzerland
$56.3M -$2.83M -42,400 -5%
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