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CMS Energy
CMS

Overview Fund Activity

572 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
67
Increased
227
Reduced
194
Closed
54
Calls
$19.7M
Puts
$5.19M
Net Calls
+$14.5M
Net Calls Change
+$11.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$462M
2
Capital International Investors
2
Capital International Investors
California
$620M
3
Goldman Sachs
3
Goldman Sachs
New York
$256M
4
ZP
4
Zimmer Partners
New York
$145M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$88.7M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.03B
3
Capital World Investors
3
Capital World Investors
California
$259M
4
Millennium Management
4
Millennium Management
New York
$36.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
CB
502
CNB Bank
Pennsylvania
$24K – – –
EARNEST Partners
503
EARNEST Partners
Georgia
$20K – – –
NFG
504
Next Financial Group
Texas
$20K +$1.33K +22 +7%
MAM
505
Marquette Asset Management
Minnesota
$19K – – –
JFA
506
JNBA Financial Advisors
Minnesota
$18K – – –
HPC
507
HM Payson & Co
Maine
$18K – – –
TSW
508
Thompson Siegel & Walmsley
Virginia
$18K – – –
ZB
509
Zions Bancorporation
Utah
$17K -$10.7K -178 -39%
TFA
510
Toth Financial Advisory
Virginia
$17K +$17K +293 New
AA
511
Addison Advisors
Vermont
$14K +$14K +240 New
TCM
512
Tradewinds Capital Management
Washington
$14K +$14K +242 New
Nisa Investment Advisors
513
Nisa Investment Advisors
Missouri
$13.3K -$4.39K -74,300 -25%
VCM
514
Versant Capital Management
Arizona
$13K -$5.11K -86 -28%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
CWA
516
Carolina Wealth Advisors
South Carolina
$11K -$17.1K -279 -61%
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$10K – – –
FI
518
FormulaFolio Investments
Michigan
$10K +$2.16K +38 +28%
IRC
519
Investors Research Corp
Georgia
$9K – – –
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$9K +$185 +3 +2%
WTC
521
WhitTier Trust Company
Nevada
$9K +$9K +150 New
CP
522
Castleview Partners
Texas
$9K +$9K +160 New
AssetMark Inc
523
AssetMark Inc
California
$8K -$239 -4 -3%
PWMG
524
Prestige Wealth Management Group
New Jersey
$8K – – –
FFA
525
Freedman Financial Associates
Massachusetts
$7K – – –
19 20
21
22 23