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CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.8B invested in CMS Energy in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
211
Reduced
192
Closed
54
Calls
$6.3M
Puts
$6.97M
Net Calls
-$671K
Net Calls Change
-$15.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Capital International Investors
2
Capital International Investors
California
$687M
3
CIA
3
ClearBridge Investments (Australia)
Australia
$110M
4
SI
4
Scout Investments
Missouri
$34.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$55.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$943M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$3.97M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
526
Glassman Wealth Services
Virginia
$5K +$1.89K +34 +61%
GAM
527
Gemmer Asset Management
California
$4K – – –
BWM
528
BerganKDV Wealth Management
Minnesota
$4K – – –
CWP
529
Concord Wealth Partners
Virginia
$4K – – –
ADL
530
Asset Dedication LLC
California
$4K +$4K +67 New
BIA
531
Bell Investment Advisors
California
$4K +$4K +68 New
TAIM
532
TD Ameritrade Investment Management
Nebraska
$3K -$918 -15 -23%
ST
533
Smithfield Trust
Pennsylvania
$3K – – –
APWA
534
Atlas Private Wealth Advisors
New Jersey
$3K – – –
SWA
535
SOA Wealth Advisors
New York
$3K – – –
GRP
536
Global Retirement Partners
California
$3K +$1.68K +32 +128%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63K – – –
SCA
538
Stonebridge Capital Advisors
Minnesota
$2K -$3.44K -55 -63%
CWC
539
Carolinas Wealth Consulting
North Carolina
$2K – – –
JPLA
540
Joseph P. Lucia & Associates
New York
$2K – – –
EW
541
Evoke Wealth
California
$2K – – –
RA
542
Resolute Advisors
California
$2K – – –
CFA
543
Carroll Financial Associates
North Carolina
$2K +$1.36K +32 +213%
CCMIC
544
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2K +$2K +34 New
OSNBOA
545
Old Second National Bank of Aurora
Illinois
$2K +$2K +35 New
HDIM
546
Hanson & Doremus Investment Management
Vermont
$2K +$2K +40 New
KFS
547
Kelly Financial Services
Massachusetts
$1.97K -$114K -1,917 -98%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$1.2K +$1.2K +20 New
BWM
549
Baystate Wealth Management
Massachusetts
$1K – – –
SWM
550
Sugarloaf Wealth Management
Georgia
$1K – – –
20 21
22
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