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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
526
Center for Financial Planning
Michigan
$40.7K – – –
BBHC
527
Brown Brothers Harriman & Co
New York
$39.5K +$11.6K +189 +42%
AF
528
Advisornet Financial
Minnesota
$38K -$123 -2 -0.3%
HGERS
529
Householder Group Estate & Retirement Specialist
Arizona
$37K +$37K +600 New
QC
530
Quent Capital
New York
$36.3K +$184 +3 +0.5%
VCM
531
Vigilant Capital Management
Maine
$36K -$4.83K -78 -12%
SSG
532
Summit Securities Group
New York
$35K +$17K +279 +95%
GFPC
533
Global Financial Private Client
Florida
$34K – – –
SOAMC
534
Spirit of America Management Corp
New York
$33.8K +$33.8K +550 New
FHA
535
First Horizon Advisors
Tennessee
$33.3K -$13.4K -219 -29%
DMBA
536
Deseret Mutual Benefit Administrators
Utah
$32.6K – – –
PI
537
PineBridge Investments
New York
$30.8K +$2.33K +38 +8%
VWM
538
Valley Wealth Managers
New Jersey
$30.7K – – –
LS
539
Livforsakringsbolaget Skandia
Sweden
$29.4K – – –
AIM
540
Achmea Investment Management
Netherlands
$26K – – –
FRA
541
Front Row Advisors
California
$26K – – –
PPC
542
Park Place Capital
Alabama
$25.8K – – –
CB
543
CNB Bank
Pennsylvania
$25.4K – – –
MSFP
544
Mark Sheptoff Financial Planning
Connecticut
$24.6K – – –
SIC
545
SJS Investment Consulting
Ohio
$24.5K +$17.3K +282 +241%
TWC
546
TD Waterhouse Canada
Ontario, Canada
$23.1K – – –
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.7K +$9.45K +154 +84%
CSC
548
Caldwell Sutter Capital
California
$20.6K +$20.6K +336 New
TFP
549
Tilia Fiduciary Partners
North Carolina
$20.6K – – –
EARNEST Partners
550
EARNEST Partners
Georgia
$20.4K – – –
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