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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
501
Gradient Investments
Minnesota
$65.9K -$12.7K -218 -16%
Federated Hermes
502
Federated Hermes
Pennsylvania
$65.2K -$1.28K -22 -2%
MA
503
Montag & Associates
Georgia
$63.9K
FFA
504
Farther Finance Advisors
California
$63.1K +$290 +5 +0.5%
GWSG
505
GPS Wealth Strategies Group
Colorado
$62.7K -$6.45K -111 -9%
LC
506
Lindbrook Capital
California
$62.3K -$22.6K -390 -27%
PS
507
Principal Securities
Iowa
$61.4K +$61.4K +1,057 New
HI
508
Harbour Investments
Wisconsin
$59.1K +$1.74K +30 +3%
CA
509
Centerpoint Advisors
Massachusetts
$58K
ASN
510
Advisory Services Network
Georgia
$56.4K +$56.4K +972 New
CWM
511
Cranbrook Wealth Management
Michigan
$50.7K
TWC
512
TD Waterhouse Canada
Ontario, Canada
$50.7K -$7.9K -133 -13%
CFGS
513
Concourse Financial Group Securities
Alabama
$49.8K -$15.3K -264 -24%
IFAM
514
Institutional & Family Asset Management
Colorado
$49K -$36K -620 -42%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$48.3K -$3.89K -67 -7%
QC
516
Quent Capital
New York
$48.2K +$18.8K +323 +64%
CFB
517
Cullen/Frost Bankers
Texas
$47.5K
CFO
518
CVA Family Office
Colorado
$47.3K +$47.3K +815 New
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$47K -$324K -5,603 -87%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$46K +$10.8K +185 +31%
T
521
TOBAM
France
$46K +$44.2K +754 +2,432%
PTC
522
Private Trust Company
Ohio
$45.4K
SIC
523
Salem Investment Counselors
North Carolina
$43.8K
RIM
524
Rakuten Investment Management
Japan
$41.8K +$41.8K +721 New
CSC
525
Caldwell Sutter Capital
California
$41.6K +$3.08K +53 +8%