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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
2
MAM
Magellan Asset Management
Australia
$169M
3
State Street
State Street
Massachusetts
$1.14B
4
ESCM
Echo Street Capital Management
New York
$106M
5
MHI
Miller Howard Investments
New York
$64M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
2
Franklin Resources
Franklin Resources
California
$343M
3
BC
Brookfield Corp
Ontario, Canada
$51.1M
4
BlackRock
BlackRock
New York
$1.75B
5
Capital International Investors
Capital International Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
476
Parallel Advisors
California
$161K +$25.3K +361 +19%
SWM
477
Spire Wealth Management
Virginia
$159K -$184K -2,633 -54%
GI
478
Gradient Investments
Minnesota
$155K -$14.3M -205,666 -99%
WTC
479
WhitTier Trust Company
Nevada
$148K +$38.6K +552 +35%
SIM
480
Sentry Investment Management
Wisconsin
$144K -$64.3K -917 -31%
SOW
481
State of Wyoming
Wyoming
$140K +$13.7K +195 +11%
TPCW
482
TD Private Client Wealth
New York
$128K +$420 +6 +0.3%
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$126K +$1.96K +28 +2%
ZB
484
Zions Bancorporation
Utah
$122K +$105K +1,498 +606%
FFC
485
First Financial Corp
Indiana
$121K -$7K -100 -5%
BCP
486
Blue Chip Partners
Michigan
$120K +$842 +12 +0.7%
Acadian Asset Management
487
Acadian Asset Management
Massachusetts
$108K – – –
OC
488
Oakworth Capital
Alabama
$105K – – –
DWP
489
Destiny Wealth Partners
Florida
$103K +$39K +560 +61%
MCC
490
Money Concepts Capital
Florida
$99K +$99K +1,409 New
CAM
491
Costello Asset Management
Pennsylvania
$98K – – –
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$95K +$95K +1,364 New
NIPH
493
NN Investment Partners Holdings
Netherlands
$91K – – –
PFGIA
494
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$24.3K +345 +36%
SWA
495
Sutton Wealth Advisors
Florida
$88.1K +$1.26K +18 +1%
DMBA
496
Deseret Mutual Benefit Administrators
Utah
$85K -$16.9K -240 -17%
EWA
497
EverSource Wealth Advisors
Alabama
$82K +$63.1K +904 +335%
C
498
Covestor
United Kingdom
$81K +$22.4K +320 +38%
HIA
499
Harbor Investment Advisory
Maryland
$80K – – –
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$79K +$6.68K +96 +9%
18 19
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