CMS icon

CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
211
Reduced
192
Closed
54
Calls
$6.3M
Puts
$6.97M
Net Calls
-$671K
Net Calls Change
-$15.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Capital International Investors
2
Capital International Investors
California
$687M
3
CIA
3
ClearBridge Investments (Australia)
Australia
$110M
4
SI
4
Scout Investments
Missouri
$34.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$55.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$943M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$3.97M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
476
First Quadrant
California
$33K – – –
AF
477
Advisornet Financial
Minnesota
$33K +$9.43K +160 +40%
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
Rockefeller Capital Management
479
Rockefeller Capital Management
New York
$29K -$12.1K -207 -29%
Loomis, Sayles & Company
480
Loomis, Sayles & Company
Massachusetts
$29K +$118 +2 +0.4%
O
481
Ossiam
France
$28K -$1.41M -23,486 -98%
PCG
482
Private Capital Group
Connecticut
$28K +$59 +1 +0.2%
KIG
483
Kowal Investment Group
Wisconsin
$28K +$28K +473 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$26K +$654 +11 +3%
NFG
485
Next Financial Group
Texas
$26K +$5.83K +96 +29%
CB
486
CNB Bank
Pennsylvania
$25K – – –
FRA
487
Front Row Advisors
California
$25K – – –
AIM
488
Achmea Investment Management
Netherlands
$25K +$25K +418 New
LWA
489
Lenox Wealth Advisors
New York
$24K – – –
MSFP
490
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
EARNEST Partners
491
EARNEST Partners
Georgia
$20K – – –
MAM
492
Marquette Asset Management
Minnesota
$19K – – –
TSW
493
Thompson Siegel & Walmsley
Virginia
$18K – – –
JFA
494
JNBA Financial Advisors
Minnesota
$18K – – –
TFA
495
Toth Financial Advisory
Virginia
$18K – – –
TWA
496
TCI Wealth Advisors
Arizona
$17K +$12.2K +209 +255%
ZB
497
Zions Bancorporation
Utah
$15K -$2.25K -37 -13%
TCM
498
Tradewinds Capital Management
Washington
$15K +$123 +2 +0.8%
LAS
499
Lloyd Advisory Services
Georgia
$15K +$8.38K +138 +127%
Nisa Investment Advisors
500
Nisa Investment Advisors
Missouri
$14.7K +$1.34K +22,400 +10%
18 19
20
21 22