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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
476
Penserra Capital Management
California
$110K +$109K +1,877 +11,731%
SWM
477
Spire Wealth Management
Virginia
$107K +$235 +4 +0.2%
BCP
478
Blue Chip Partners
Michigan
$105K +$2.58K +44 +3%
FFC
479
First Financial Corp
Indiana
$100K
FHA
480
First Horizon Advisors
Tennessee
$96.5K +$64.6K +1,100 +203%
LC
481
Lindbrook Capital
California
$91.7K +$3.88K +66 +4%
Acadian Asset Management
482
Acadian Asset Management
Massachusetts
$91K
PA
483
Parallel Advisors
California
$90.1K +$12.5K +213 +16%
GI
484
Gradient Investments
Minnesota
$89.5K +$14.5K +247 +19%
OC
485
Oakworth Capital
Alabama
$87.8K
IFAM
486
Institutional & Family Asset Management
Colorado
$86K +$32.3K +550 +60%
CAM
487
Costello Asset Management
Pennsylvania
$82.7K
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$80.1K
FFA
489
Farther Finance Advisors
California
$76.3K +$587 +10 +0.8%
EWA
490
EverSource Wealth Advisors
Alabama
$75.6K +$9.99K +170 +15%
AP
491
Arlington Partners
Alabama
$70.9K +$70.9K +1,206 New
AA
492
Alta Advisers
United Kingdom
$70.5K
FA
493
Fiduciary Alliance
South Carolina
$70.2K +$70.2K +1,195 New
GWSG
494
GPS Wealth Strategies Group
Colorado
$69.9K +$59 +1 +0.1%
BHWM
495
Beaird Harris Wealth Management
Texas
$69.3K
HIA
496
Harbor Investment Advisory
Maryland
$67K
AF
497
Allworth Financial
California
$65.9K +$2.35K +40 +4%
MA
498
Montag & Associates
Georgia
$64.6K
CFGS
499
Concourse Financial Group Securities
Alabama
$62K +$14.3K +244 +30%
SOW
500
State of Wyoming
Wyoming
$59.8K +$15K +256 +34%