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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
501
Blue Chip Partners
Michigan
$109K +$965 +16 +0.9%
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$96K -$2.77K -46 -3%
AF
503
Allworth Financial
California
$95.7K +$20.1K +333 +27%
BGAI
504
Bruce G. Allen Investments
Colorado
$95.5K -$241 -4 -0.3%
FFC
505
First Financial Corp
Indiana
$93.8K – – –
Acadian Asset Management
506
Acadian Asset Management
Massachusetts
$93K – – –
QL
507
Quarry LP
New York
$92K +$92K +1,525 New
SIM
508
Sentry Investment Management
Wisconsin
$92K – – –
PA
509
Parallel Advisors
California
$91.2K +$3.26K +54 +4%
MIA
510
MeadowBrook Investment Advisors
Michigan
$90.5K – – –
OC
511
Oakworth Capital
Alabama
$90.2K – – –
RIL
512
Rothschild Investment LLC
Illinois
$89.6K -$4.95K -82 -5%
CJ
513
Caitlin John
Michigan
$88.6K – – –
CAM
514
Costello Asset Management
Pennsylvania
$85K – – –
HGERS
515
Householder Group Estate & Retirement Specialist
Arizona
$84.5K – – –
AA
516
Alta Advisers
United Kingdom
$72.4K – – –
VWM
517
Venturi Wealth Management
Texas
$71.7K +$67.2K +1,113 +1,464%
BHWM
518
Beaird Harris Wealth Management
Texas
$71.1K – – –
LS
519
Livforsakringsbolaget Skandia
Sweden
$71.1K +$42.2K +700 +146%
EWA
520
EverSource Wealth Advisors
Alabama
$70.9K -$6.18K -102 -8%
TPCW
521
TD Private Client Wealth
New York
$70.4K -$181 -3 -0.3%
GRP
522
Global Retirement Partners
California
$69.6K -$43.1K -714 -38%
FFA
523
Farther Finance Advisors
California
$68.6K +$3.42K +57 +5%
Federated Hermes
524
Federated Hermes
Pennsylvania
$64.7K -$3.08K -51 -5%
LC
525
Lindbrook Capital
California
$62.9K -$1.75K -29 -3%
19 20
21
22 23