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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
501
Alta Advisers
United Kingdom
$73.7K – – –
GWSG
502
GPS Wealth Strategies Group
Colorado
$73K +$73K +1,189 New
BHWM
503
Beaird Harris Wealth Management
Texas
$72.4K -$12.8K -208 -15%
HIA
504
Harbor Investment Advisory
Maryland
$70K – – –
EWA
505
EverSource Wealth Advisors
Alabama
$68.6K +$7K +114 +11%
MA
506
Montag & Associates
Georgia
$67.5K – – –
AF
507
Allworth Financial
California
$66.4K -$45.4K -739 -41%
PTC
508
Private Trust Company
Ohio
$63K -$1.96K -32 -3%
HI
509
Harbour Investments
Wisconsin
$60.6K -$3.01K -49 -5%
GRP
510
Global Retirement Partners
California
$60K +$51.5K +842 +606%
IFAM
511
Institutional & Family Asset Management
Colorado
$56K +$2.95K +48 +6%
QL
512
Quarry LP
New York
$55.2K +$55.2K +899 New
CWM
513
Cranbrook Wealth Management
Michigan
$53.6K – – –
FWM
514
Focused Wealth Management
New York
$53K +$53K +863 New
CWC
515
Carolinas Wealth Consulting
North Carolina
$51.8K +$49.4K +804 +2,010%
BWM
516
BerganKDV Wealth Management
Minnesota
$50.5K – – –
CFO
517
CVA Family Office
Colorado
$50.3K -$2.76K -45 -5%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$50.2K +$9.33K +152 +23%
CFB
519
Cullen/Frost Bankers
Texas
$50.2K – – –
CFGS
520
Concourse Financial Group Securities
Alabama
$49.8K -$368 -6 -0.7%
DGAM
521
Desjardins Global Asset Management
Quebec, Canada
$49K -$4.79K -78 -9%
SOW
522
State of Wyoming
Wyoming
$46.8K +$3.74K +61 +9%
SIC
523
Salem Investment Counselors
North Carolina
$46.3K – – –
KTC
524
Kistler-Tiffany Companies
Pennsylvania
$45.3K – – –
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$43.8K +$43.8K +714 New
19 20
21
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