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CMS Energy

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
476
Oakworth Capital
Alabama
$79.4K
IFAM
477
Institutional & Family Asset Management
Colorado
$77.7K
LC
478
Lindbrook Capital
California
$77.6K -$5.26K -99 -6%
EWA
479
EverSource Wealth Advisors
Alabama
$76.8K +$8.49K +160 +12%
CAM
480
Costello Asset Management
Pennsylvania
$74.8K
HGERS
481
Householder Group Estate & Retirement Specialist
Arizona
$74.4K +$74.4K +1,400 New
GI
482
Gradient Investments
Minnesota
$71.9K -$9.03K -170 -11%
MIA
483
Milestone Investment Advisors
Wisconsin
$67.9K +$67.9K +1,278 New
TPCW
484
TD Private Client Wealth
New York
$66.5K -$32.9K -620 -33%
PA
485
Parallel Advisors
California
$64.7K -$16.8K -316 -21%
AA
486
Alta Advisers
United Kingdom
$63.7K
GWSG
487
GPS Wealth Strategies Group
Colorado
$63.2K
BHWM
488
Beaird Harris Wealth Management
Texas
$62.6K
Federated Hermes
489
Federated Hermes
Pennsylvania
$60.8K +$52.4K +987 +625%
CFGS
490
Concourse Financial Group Securities
Alabama
$59.6K +$3.56K +67 +6%
MA
491
Montag & Associates
Georgia
$58.4K
FFA
492
Farther Finance Advisors
California
$57.5K -$11.5K -217 -17%
GRP
493
Global Retirement Partners
California
$54K +$1.25K +24 +2%
AWA
494
Authentikos Wealth Advisory
California
$54K +$54K +1,016 New
CA
495
Centerpoint Advisors
Massachusetts
$53K +$10.6K +200 +25%
HI
496
Harbour Investments
Wisconsin
$52.4K
TWC
497
TD Waterhouse Canada
Ontario, Canada
$49.8K -$46.7K -923 -48%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$47.7K +$2.82K +53 +6%
CWM
499
Cranbrook Wealth Management
Michigan
$46.4K
CFB
500
Cullen/Frost Bankers
Texas
$43.4K