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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
476
Prosperity Financial Group
California
$212K -$15.1K -250 -7%
PCM
477
Pointe Capital Management
Michigan
$212K – – –
FSC
478
Full Sail Capital
Oklahoma
$208K – – –
ESB
479
Essex Savings Bank
Connecticut
$207K – – –
AWM
480
Apollon Wealth Management
South Carolina
$207K +$207K +3,423 New
V
481
VeraBank
Texas
$205K +$205K +3,400 New
NW
482
NewEdge Wealth
Pennsylvania
$205K +$205K +3,342 New
SAG
483
SageView Advisory Group
California
$202K -$13.3K -221 -6%
OFS
484
OneAscent Financial Services
Alabama
$202K +$202K +3,349 New
SSWM
485
Strait & Sound Wealth Management
California
$201K +$201K +3,474 New
SFI
486
Siemens Fonds Invest
Germany
$201K +$201K +3,323 New
AIP
487
Ameritas Investment Partners
Nebraska
$196K – – –
VEA
488
Virtus ETF Advisers
New York
$188K -$27.9K -462 -13%
Simplex Trading
489
Simplex Trading
Illinois
$180K -$133K -2,202 -42%
WTC
490
WhitTier Trust Company
Nevada
$179K +$3.92K +65 +2%
CA
491
CoreCap Advisors
Michigan
$170K +$170K +2,816 New
SWM
492
Spire Wealth Management
Virginia
$162K +$39.7K +658 +33%
CA
493
Continuum Advisory
Idaho
$134K +$134K +2,125 New
CA
494
Clearstead Advisors
Ohio
$132K -$2.89K -46 -2%
FIM
495
FWL Investment Management
Texas
$127K – – –
APF
496
Alaska Permanent Fund
Alaska
$125K -$24.9K -413 -17%
CA
497
Crewe Advisors
Utah
$124K +$124K +2,049 New
CT
498
Colonial Trust
South Carolina
$117K – – –
EC
499
EntryPoint Capital
New York
$110K +$110K +1,831 New
SOW
500
State of Wyoming
Wyoming
$110K -$93.6K -1,551 -46%
18 19
20
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