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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
2
MAM
Magellan Asset Management
Australia
$169M
3
State Street
State Street
Massachusetts
$1.14B
4
ESCM
Echo Street Capital Management
New York
$106M
5
MHI
Miller Howard Investments
New York
$64M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
2
Franklin Resources
Franklin Resources
California
$343M
3
BC
Brookfield Corp
Ontario, Canada
$51.1M
4
BlackRock
BlackRock
New York
$1.75B
5
Capital International Investors
Capital International Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
501
Montag & Associates
Georgia
$77K – – –
BHWM
502
Beaird Harris Wealth Management
Texas
$76K +$76K +1,088 New
GWSG
503
GPS Wealth Strategies Group
Colorado
$74K – – –
IFAM
504
Institutional & Family Asset Management
Colorado
$72K +$72K +1,029 New
SC
505
SouthState Corp
Florida
$71K +$69.5K +1,000 +4,545%
CM
506
Cornerstone Management
Georgia
$70.5K – – –
SBL
507
Sargent Bickham Lagudis
Colorado
$68K – – –
CA
508
Clearstead Advisors
Ohio
$67K – – –
CT
509
Cambridge Trust
Massachusetts
$62K +$47.7K +685 +334%
AS
510
Altshuler Shaham
Israel
$61K -$9.54K -137 -14%
CWM
511
Cranbrook Wealth Management
Michigan
$61K +$61K +873 New
FHA
512
First Horizon Advisors
Tennessee
$59K -$2.32K -33 -4%
CFB
513
Cullen/Frost Bankers
Texas
$57K +$1.25K +18 +2%
CFO
514
CVA Family Office
Colorado
$57K +$7.34K +105 +15%
CFGS
515
Concourse Financial Group Securities
Alabama
$55K -$10K -143 -15%
SIC
516
Salem Investment Counselors
North Carolina
$53K – – –
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
LC
518
Lindbrook Capital
California
$52K +$627 +9 +1%
Macquarie Group
519
Macquarie Group
Australia
$49.4K +$5.63K +127,692 +13%
VCM
520
Vigilant Capital Management
Maine
$46K – – –
CG
521
Cutler Group
California
$45K -$34.3K -492 -43%
CFFP
522
Center for Financial Planning
Michigan
$45K – – –
Rockefeller Capital Management
523
Rockefeller Capital Management
New York
$45K +$10.5K +151 +30%
SAM
524
Strategic Asset Management
Minnesota
$42K – – –
AF
525
Advisornet Financial
Minnesota
$42K +$1.06K +15 +3%
19 20
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