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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.

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
476
WhitTier Trust Company
Nevada
$169K +$15.7K +255 +10%
UAML
477
US Asset Management LLC
Pennsylvania
$165K – – –
ABLA
478
Alan B. Lancz & Associates
Ohio
$143K – – –
QT
479
Quantbot Technologies
New York
$139K +$139K +2,270 New
CA
480
Clearstead Advisors
Ohio
$127K +$64.4K +1,050 +103%
SIM
481
Sentry Investment Management
Wisconsin
$117K +$117K +1,899 New
CT
482
Colonial Trust
South Carolina
$116K – – –
TPCW
483
TD Private Client Wealth
New York
$113K +$1.72K +28 +2%
SWM
484
Spire Wealth Management
Virginia
$111K +$47.8K +779 +76%
VIA
485
Virtus Investment Advisers
Connecticut
$109K – – –
BCP
486
Blue Chip Partners
Michigan
$108K +$859 +14 +0.8%
FFC
487
First Financial Corp
Indiana
$105K – – –
Acadian Asset Management
488
Acadian Asset Management
Massachusetts
$95K – – –
PI
489
PEAK6 Investments
Illinois
$93.7K -$6.38K -104 -6%
OC
490
Oakworth Capital
Alabama
$91.8K – – –
LC
491
Lindbrook Capital
California
$91.8K +$43K +700 +88%
CAM
492
Costello Asset Management
Pennsylvania
$86.4K – – –
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$85K +$54.2K +887 +176%
BCMLT
494
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.7K – – –
PA
495
Parallel Advisors
California
$81.1K +$7.31K +119 +10%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$81K +$3.14K +51 +4%
FFA
497
Farther Finance Advisors
California
$79.1K -$7.73K -126 -9%
MIA
498
Milestone Investment Advisors
Wisconsin
$78.4K +$78.4K +1,278 New
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$78.4K +$75.2K +1,225 +2,356%
GI
500
Gradient Investments
Minnesota
$78.3K -$15.8K -258 -17%
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