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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
526
Compagnie Lombard Odier SCmA
Switzerland
$38.9K
VAMG
527
Voisard Asset Management Group
Michigan
$36.3K +$36.3K +624 New
GFPC
528
Global Financial Private Client
Florida
$32.3K
SA
529
Scarborough Advisors
Maryland
$29.3K +$29.3K +505 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$27.8K
AF
531
Advisornet Financial
Minnesota
$25.6K +$1.34K +23 +6%
FRA
532
Front Row Advisors
California
$24.4K
CB
533
CNB Bank
Pennsylvania
$24K
DMBA
534
Deseret Mutual Benefit Administrators
Utah
$23.5K -$7.32K -126 -24%
SIC
535
SJS Investment Consulting
Ohio
$23.3K -$58 -1 -0.2%
MSFP
536
Mark Sheptoff Financial Planning
Connecticut
$23.2K
HWA
537
Heritage Wealth Advisors
Virginia
$23.2K +$23.2K +400 New
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.6K
GBT
539
Grove Bank & Trust
Florida
$18.1K
MCM
540
MV Capital Management
Maryland
$18K +$6.21K +107 +53%
DJSG
541
D.J. St. Germain
Massachusetts
$17.6K
JFA
542
JNBA Financial Advisors
Minnesota
$17.4K
TSW
543
Thompson Siegel & Walmsley
Virginia
$17K
BBHC
544
Brown Brothers Harriman & Co
New York
$15.6K -$19.6K -337 -56%
IGWM
545
ICA Group Wealth Management
Colorado
$15.2K +$15.2K +261 New
HCP
546
Hexagon Capital Partners
Arkansas
$15K -$3.37K -58 -18%
C
547
Covestor
United Kingdom
$14K +$579 +10 +4%
GWS
548
Glassman Wealth Services
Virginia
$13.5K +$1.51K +26 +13%
FCA
549
FinTrust Capital Advisors
South Carolina
$13.3K +$10.6K +182 +387%
CFFP
550
Center for Financial Planning
Michigan
$13.2K