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CMS Energy
CMS

Overview Fund Activity

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$410M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.49B
3
Deutsche Bank
3
Deutsche Bank
Germany
$212M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$41.4M
2
State Street
2
State Street
Massachusetts
$956M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$73M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
476
Stephens Consulting
Michigan
$224K 3,759 +6 +0.2%
OLVIG
477
Oliver Lagore Vanvalin Investment Group
Michigan
$223K 3,745 – –
DC
478
Diametric Capital
Massachusetts
$219K 3,686 +3,686 New
CG
479
Caprock Group
Idaho
$218K 3,669 +3,669 New
TPI
480
Trust Point Inc
Wisconsin
$218K 3,664 -49 -1%
FSG
481
Financial Strategies Group
Michigan
$217K 3,679 +24 +0.7%
MIM
482
Morningstar Investment Management
Illinois
$215K 3,618 – –
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$215K 3,605 – –
SAG
484
SageView Advisory Group
California
$213K 3,584 +234 +7%
STA
485
Summit Trail Advisors
New York
$213K 3,575 +3,575 New
ESB
486
Essex Savings Bank
Connecticut
$212K 3,568 -3 -0.1%
SP
487
Symmetry Partners
Connecticut
$212K 3,556 – –
MIS
488
Morningstar Investment Services
Illinois
$211K 3,522 +3,522 New
PCM
489
Pointe Capital Management
Michigan
$209K 3,515 – –
SSWM
490
Strait & Sound Wealth Management
California
$207K 3,474 – –
HNWA
491
Henrickson Nauta Wealth Advisors
Michigan
$206K 3,467 +3,467 New
AO
492
Advisor OS
Illinois
$206K 3,460 +3,460 New
FSC
493
Full Sail Capital
Oklahoma
$205K 3,445 – –
OIA
494
OneDigital Investment Advisors
Kansas
$205K 3,438 +3,438 New
AWM
495
Apollon Wealth Management
South Carolina
$204K 3,424 +1 +0%
DIA
496
Dana Investment Advisors
Wisconsin
$203K 3,407 -126 -4%
V
497
VeraBank
Texas
$202K 3,400 – –
TA
498
TFB Advisors
Kansas
$202K 3,390 +3,390 New
MG
499
Mather Group
Illinois
$199K 3,296 -601 -15%
QL
500
Quarry LP
New York
$198K 3,325 +1,800 +118%
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