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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$113M
2
American Century Companies
American Century Companies
Missouri
$92.5M
3
Amundi
Amundi
France
$169M
4
ECM
ExodusPoint Capital Management
New York
$170M
5
Capital Research Global Investors
Capital Research Global Investors
California
$294M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
3
State Street
State Street
Massachusetts
$881M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
526
Hexagon Capital Partners
Arkansas
$16.8K +$903 +17 +6%
GBT
527
Grove Bank & Trust
Florida
$16.5K – – –
HT
528
Headlands Technologies
Illinois
$16.1K -$233K -4,387 -94%
DJSG
529
D.J. St. Germain
Massachusetts
$16.1K – – –
TSW
530
Thompson Siegel & Walmsley
Virginia
$16K – – –
JFA
531
JNBA Financial Advisors
Minnesota
$15.9K – – –
CFFP
532
Center for Financial Planning
Michigan
$12.1K -$23.2K -436 -66%
C
533
Covestor
United Kingdom
$12K -$39.3K -760 -77%
RTC
534
Riverview Trust Company
Washington
$11.8K – – –
NRG
535
Nemes Rush Group
Michigan
$11.5K – – –
VCM
536
Versant Capital Management
Arizona
$11.1K -$425 -8 -4%
TFGT
537
TS Financial Group (TSFG)
Illinois
$11K – – –
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$10.9K +$797 +15 +8%
GWS
539
Glassman Wealth Services
Virginia
$10.9K +$1.33K +25 +14%
SIS
540
Sound Income Strategies
Florida
$10.8K – – –
MCM
541
MV Capital Management
Maryland
$10.8K -$531 -10 -5%
KC
542
Kenfarb & Co
Kentucky
$10.6K – – –
HWP
543
Hibernia Wealth Partners
Louisiana
$10.4K +$10.4K +196 New
BAAM
544
Baker Avenue Asset Management
California
$10.1K -$1.65K -31 -14%
GWMIA
545
Global Wealth Management Investment Advisory
Florida
$9.4K – – –
GWM
546
Geneos Wealth Management
Colorado
$9.03K +$1.86K +35 +26%
WPA
547
West Paces Advisors
Georgia
$8.18K – – –
SC
548
Steph & Co
Wisconsin
$8.02K +$8.02K +151 New
DIP
549
DT Investment Partners
Pennsylvania
$7.7K – – –
HWM
550
HighMark Wealth Management
Minnesota
$6.75K +$1.7K +32 +34%
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