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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
501
Stiles Financial Services
Minnesota
$231K +$231K +3,271 New
TPA
502
Trivium Point Advisory
Connecticut
$229K +$229K +3,381 New
SFI
503
Siemens Fonds Invest
Germany
$228K +$228K +3,229 New
DIA
504
Dana Investment Advisors
Wisconsin
$221K -$20K -283 -8%
PFG
505
Prosperity Financial Group
California
$220K +$220K +3,121 New
CI
506
Cigna Investments
Connecticut
$218K +$218K +3,084 New
AO
507
Advisor OS
Illinois
$216K -$28.8K -408 -12%
LSAG
508
Lake Street Advisors Group
New Hampshire
$215K +$215K +3,039 New
AIP
509
Ameritas Investment Partners
Nebraska
$214K -$15.3K -216 -7%
VAS
510
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +3,017 New
DWP
511
Daymark Wealth Partners
Ohio
$213K +$213K +3,009 New
SW
512
SkyOak Wealth
Michigan
$212K +$212K +3,000 New
BFS
513
Bradley Foster & Sargent
Connecticut
$208K +$208K +2,950 New
CA
514
Continuum Advisory
Idaho
$207K +$50.4K +747 +32%
WTC
515
WhitTier Trust Company
Nevada
$206K -$1.41K -20 -0.7%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$204K +$204K +2,886 New
CA
517
CoreCap Advisors
Michigan
$200K +$200K +2,827 New
LP
518
LMR Partners
United Kingdom
$197K +$197K +2,785 New
VEA
519
Virtus ETF Advisers
New York
$194K -$25.2K -357 -12%
CA
520
Clearstead Advisors
Ohio
$185K +$5.02K +71 +3%
GRP
521
Global Retirement Partners
California
$184K +$43.4K +615 +31%
AFWM
522
Abich Financial Wealth Management
Virginia
$171K +$171K +2,419 New
AAP
523
Arax Advisory Partners
Colorado
$171K +$1.7K +24 +1%
SWM
524
Spire Wealth Management
Virginia
$163K -$22.8K -323 -12%
EWA
525
EverSource Wealth Advisors
Alabama
$159K +$79.9K +1,132 +101%
19 20
21
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