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CMS Energy
CMS

Overview Fund Activity

572 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
67
Increased
227
Reduced
194
Closed
54
Calls
$19.7M
Puts
$5.19M
Net Calls
+$14.5M
Net Calls Change
+$11.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$462M
2
Capital International Investors
2
Capital International Investors
California
$620M
3
Goldman Sachs
3
Goldman Sachs
New York
$256M
4
ZP
4
Zimmer Partners
New York
$145M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$88.7M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.03B
3
Capital World Investors
3
Capital World Investors
California
$259M
4
Millennium Management
4
Millennium Management
New York
$36.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
526
Leelyn Smith
Illinois
$7K – – –
FFA
527
Freedman Financial Associates
Massachusetts
$7K – – –
NFSG
528
Newbridge Financial Services Group
Florida
$7K – – –
AF
529
Arrow Financial
New York
$7K – – –
EBA
530
Eagle Bay Advisors
New York
$7K +$7K +100 New
GEA
531
Glen Eagle Advisors
New Jersey
$6.85K -$11.5K -194 -63%
AIG
532
American International Group
New York
$6.81K -$117 -1,982 -2%
HWM
533
HighMark Wealth Management
Minnesota
$6K -$1.55K -26 -20%
BWL
534
Bogart Wealth LLC
Virginia
$6K – – –
AF
535
Allworth Financial
California
$6K – – –
TFO
536
Tarbox Family Office
California
$6K – – –
WWM
537
Wolff Wiese Magana
California
$6K – – –
CTB
538
Country Trust Bank
Illinois
$6K – – –
LAS
539
Lloyd Advisory Services
Georgia
$6K +$3.03K +55 +102%
GWM
540
Geneos Wealth Management
Colorado
$5K -$19.8K -396 -80%
IPW
541
IronBridge Private Wealth
Texas
$5K – – –
TWA
542
TCI Wealth Advisors
Arizona
$5K – – –
SCA
543
Stonebridge Capital Advisors
Minnesota
$5K +$1.84K +32 +58%
TAIM
544
TD Ameritrade Investment Management
Nebraska
$4K -$2.69K -43 -40%
GAM
545
Gemmer Asset Management
California
$4K – – –
CWP
546
Concord Wealth Partners
Virginia
$4K – – –
BWM
547
BerganKDV Wealth Management
Minnesota
$4K +$58 +1 +1%
IRAG
548
Investment Research & Advisory Group
Georgia
$4K +$4K +74 New
Walleye Capital
549
Walleye Capital
New York
$3.13K +$14 +237 +0.4%
ST
550
Smithfield Trust
Pennsylvania
$3K -$3K -50 -50%
20 21
22
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