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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
Centerpoint Advisors
Massachusetts
$60K – – –
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$58K +$8.74K +144 +18%
PS
528
Principal Securities
Iowa
$55.7K -$8.09K -134 -13%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$52.8K +$2.6K +43 +5%
CWM
530
Cranbrook Wealth Management
Michigan
$52.7K – – –
HI
531
Harbour Investments
Wisconsin
$51.2K -$10.2K -169 -17%
QC
532
Quent Capital
New York
$50.2K +$121 +2 +0.2%
CFGS
533
Concourse Financial Group Securities
Alabama
$50.1K -$1.69K -28 -3%
GWSG
534
GPS Wealth Strategies Group
Colorado
$49.2K -$15.9K -263 -24%
CFO
535
CVA Family Office
Colorado
$49.2K – – –
CSC
536
Caldwell Sutter Capital
California
$48.6K +$5.37K +89 +12%
CFB
537
Cullen/Frost Bankers
Texas
$48.3K -$1.09K -18 -2%
IFAM
538
Institutional & Family Asset Management
Colorado
$47.5K -$3.38K -56 -7%
TWC
539
TD Waterhouse Canada
Ontario, Canada
$47.3K -$4.03K -67 -8%
PTC
540
Private Trust Company
Ohio
$47.2K – – –
SIC
541
Salem Investment Counselors
North Carolina
$45.6K – – –
HT
542
Headlands Technologies
Illinois
$43.1K +$43.1K +714 New
T
543
TOBAM
France
$43K -$3.95K -66 -8%
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$40.4K – – –
BFEC
545
Benjamin F. Edwards & Company
Missouri
$40K -$7.58K -125 -16%
VAMG
546
Voisard Asset Management Group
Michigan
$38K +$362 +6 +1%
GFPC
547
Global Financial Private Client
Florida
$33.4K – – –
AWM
548
Avior Wealth Management
Nebraska
$29.4K +$29.4K +487 New
AF
549
Advisornet Financial
Minnesota
$26.6K +$60 +1 +0.2%
FRA
550
Front Row Advisors
California
$25.3K – – –
20 21
22
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