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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
+$109M
2
American Century Companies
American Century Companies
Missouri
+$90.9M
3
Amundi
Amundi
France
+$82.7M
4
ECM
ExodusPoint Capital Management
New York
+$64.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$51.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$324M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.1M
3
State Street
State Street
Massachusetts
-$52.5M
4
SSA
Schonfeld Strategic Advisors
New York
-$30.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
501
Private Trust Company
Ohio
$41.5K – – –
SIC
502
Salem Investment Counselors
North Carolina
$40.1K – – –
Loomis, Sayles & Company
503
Loomis, Sayles & Company
Massachusetts
$40K -$699 -13 -2%
AF
504
Allworth Financial
California
$39.1K -$20.5K -386 -34%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$35.6K +$35.6K +670 New
CSC
506
Caldwell Sutter Capital
California
$35.3K +$5.58K +105 +19%
BBHC
507
Brown Brothers Harriman & Co
New York
$32.2K – – –
BFEC
508
Benjamin F. Edwards & Company
Missouri
$32K – – –
ANBT
509
American National Bank & Trust
Texas
$30.7K +$28.4K +534 +1,214%
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$28.2K – – –
GFPC
511
Global Financial Private Client
Florida
$28.2K – – –
QC
512
Quent Capital
New York
$26.9K -$11.3K -213 -30%
HL
513
HeadInvest LLC
Maine
$26.1K +$26.1K +516 New
QL
514
Quarry LP
New York
$26K +$4.62K +87 +22%
LS
515
Livforsakringsbolaget Skandia
Sweden
$25.4K – – –
PPC
516
Park Place Capital
Alabama
$22.8K – – –
FRA
517
Front Row Advisors
California
$22.3K – – –
AF
518
Advisornet Financial
Minnesota
$22.1K -$11.4K -215 -34%
CB
519
CNB Bank
Pennsylvania
$21.9K – – –
SIC
520
SJS Investment Consulting
Ohio
$21.4K +$106 +2 +0.5%
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$21.2K – – –
PIM
522
Platinum Investment Management
Australia
$18.5K +$18.5K +348 New
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
EARNEST Partners
524
EARNEST Partners
Georgia
$17.7K – – –
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$17.7K +$1.75K +33 +11%
19 20
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