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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
476
FWL Investment Management
Texas
$122K
SWM
477
Spire Wealth Management
Virginia
$114K +$7.51K +133 +7%
CT
478
Colonial Trust
South Carolina
$112K
GRP
479
Global Retirement Partners
California
$109K +$48.5K +835 +81%
BCP
480
Blue Chip Partners
Michigan
$104K +$104K +1,797 New
O
481
Ossiam
France
$104K +$104K +1,792 New
Loomis, Sayles & Company
482
Loomis, Sayles & Company
Massachusetts
$95K +$51.9K +895 +120%
BGAI
483
Bruce G. Allen Investments
Colorado
$92.1K +$92.1K +1,586 New
RIL
484
Rothschild Investment LLC
Illinois
$91K +$91K +1,567 New
FFC
485
First Financial Corp
Indiana
$90.3K
Acadian Asset Management
486
Acadian Asset Management
Massachusetts
$90K
SIM
487
Sentry Investment Management
Wisconsin
$89K -$9.54K -164 -10%
MIA
488
MeadowBrook Investment Advisors
Michigan
$87.1K +$87.1K +1,500 New
OC
489
Oakworth Capital
Alabama
$86.8K
CJ
490
Caitlin John
Michigan
$85.2K +$85.2K +1,468 New
PA
491
Parallel Advisors
California
$84.7K +$14K +241 +20%
CAM
492
Costello Asset Management
Pennsylvania
$81.8K
HGERS
493
Householder Group Estate & Retirement Specialist
Arizona
$81K
PCM
494
Penserra Capital Management
California
$78K -$16.3K -283 -17%
EWA
495
EverSource Wealth Advisors
Alabama
$73.9K -$10.2K -175 -12%
AF
496
Allworth Financial
California
$72.8K +$30K +517 +70%
BCMLT
497
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.4K
AA
498
Alta Advisers
United Kingdom
$69.7K
BHWM
499
Beaird Harris Wealth Management
Texas
$68.5K
TPCW
500
TD Private Client Wealth
New York
$67.9K -$4.82K -83 -7%