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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
501
Global Retirement Partners
California
$59.3K +$1.65K +28 +3%
C
502
Covestor
United Kingdom
$58K +$43.5K +744 +300%
HI
503
Harbour Investments
Wisconsin
$58K
DGAM
504
Desjardins Global Asset Management
Quebec, Canada
$56K +$9.17K +156 +20%
CWM
505
Cranbrook Wealth Management
Michigan
$51.3K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$49.7K +$1.65K +28 +3%
CFO
507
CVA Family Office
Colorado
$48.2K
CFB
508
Cullen/Frost Bankers
Texas
$48.1K
BWM
509
BerganKDV Wealth Management
Minnesota
$47K -$1.35K -23 -3%
CA
510
Centerpoint Advisors
Massachusetts
$47K +$47K +800 New
PTC
511
Private Trust Company
Ohio
$45.9K -$14.4K -245 -24%
SIC
512
Salem Investment Counselors
North Carolina
$44.4K
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$44K -$36.9K -635 -46%
KTC
514
Kistler-Tiffany Companies
Pennsylvania
$43.4K
QC
515
Quent Capital
New York
$42.2K +$7.46K +127 +21%
CFFP
516
Center for Financial Planning
Michigan
$39K
AF
517
Advisornet Financial
Minnesota
$37.1K +$764 +13 +2%
BBHC
518
Brown Brothers Harriman & Co
New York
$35.6K -$2.23K -38 -6%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$35K -$41.7K -715 -54%
VCM
520
Vigilant Capital Management
Maine
$34K
GFPC
521
Global Financial Private Client
Florida
$33.3K
CSC
522
Caldwell Sutter Capital
California
$32.8K +$13.1K +223 +66%
DMBA
523
Deseret Mutual Benefit Administrators
Utah
$31.2K
VWM
524
Valley Wealth Managers
New Jersey
$29.4K
PI
525
PineBridge Investments
New York
$29.3K -$176 -3 -0.6%