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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
476
Cerro Pacific Wealth Advisors
California
$261K – – –
AI
477
Atom Investors
Texas
$260K +$260K +3,688 New
TPI
478
Trust Point Inc
Wisconsin
$259K – – –
IWC
479
Integrated Wealth Concepts
Massachusetts
$256K -$42.9K -607 -14%
OIA
480
OneDigital Investment Advisors
Kansas
$256K +$13.2K +187 +5%
PWPS
481
Pinnacle Wealth Planning Services
Ohio
$255K – – –
EFS
482
Essex Financial Services
Connecticut
$253K +$253K +3,567 New
MIM
483
Morningstar Investment Management
Illinois
$253K +$628 +9 +0.2%
ESB
484
Essex Savings Bank
Connecticut
$250K -$2.05K -29 -0.8%
VVP
485
Venture Visionary Partners
Ohio
$250K -$25.1K -355 -9%
GS
486
GTS Securities
New York
$249K +$249K +3,526 New
WIA
487
World Investment Advisors
California
$248K +$248K +3,518 New
PCM
488
Pointe Capital Management
Michigan
$248K – – –
SAG
489
SageView Advisory Group
California
$248K -$5.02K -71 -2%
HNWA
490
Henrickson Nauta Wealth Advisors
Michigan
$248K +$2.75K +39 +1%
BRWA
491
B. Riley Wealth Advisors
Florida
$246K -$59.7K -843 -20%
AWM
492
Apollon Wealth Management
South Carolina
$244K +$1.84K +26 +0.8%
TA
493
TFB Advisors
Kansas
$244K +$4.17K +59 +2%
FSC
494
Full Sail Capital
Oklahoma
$243K – – –
JAG
495
Journey Advisory Group
Kentucky
$241K – – –
SEC
496
Seven Eight Capital
New York
$241K +$241K +3,411 New
V
497
VeraBank
Texas
$240K – – –
SSWM
498
Strait & Sound Wealth Management
California
$240K -$5.72K -81 -2%
BBA
499
Baader Bank Aktiengesellschaft
Germany
$239K +$239K +3,402 New
DM
500
Deerfield Management
New York
$233K -$781K -11,057 -77%
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