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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$148K +$37K +524 +33%
APF
527
Alaska Permanent Fund
Alaska
$146K – – –
OAM
528
Ostrum Asset Management
France
$144K +$1.77K +25 +1%
CT
529
Colonial Trust
South Carolina
$141K +$3.39K +48 +2%
CA
530
Crewe Advisors
Utah
$135K – – –
FIM
531
FWL Investment Management
Texas
$134K -$14.1K -200 -10%
IA
532
IFP Advisors
Florida
$131K -$1.78M -25,189 -93%
SOW
533
State of Wyoming
Wyoming
$128K -$13.1K -186 -9%
GWM
534
Geneos Wealth Management
Colorado
$119K +$111K +1,570 +1,440%
AF
535
Allworth Financial
California
$115K +$2.61K +37 +2%
RIL
536
Rothschild Investment LLC
Illinois
$113K +$3.53K +50 +3%
FFC
537
First Financial Corp
Indiana
$110K – – –
Acadian Asset Management
538
Acadian Asset Management
Massachusetts
$109K -$2.02M -28,749 -95%
VWM
539
Venturi Wealth Management
Texas
$107K – – –
BGAI
540
Bruce G. Allen Investments
Colorado
$106K +$565 +8 +0.5%
MIA
541
MeadowBrook Investment Advisors
Michigan
$106K – – –
OC
542
Oakworth Capital
Alabama
$106K – – –
BCP
543
Blue Chip Partners
Michigan
$105K -$23.7K -336 -18%
PS
544
Principal Securities
Iowa
$104K +$17.7K +250 +21%
FFA
545
Farther Finance Advisors
California
$101K +$24.6K +348 +32%
CAM
546
Costello Asset Management
Pennsylvania
$99.4K – – –
CJ
547
Caitlin John
Michigan
$99.4K – – –
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$98K -$2.81K -40 -3%
SIM
549
Sentry Investment Management
Wisconsin
$90K – – –
QC
550
Quent Capital
New York
$89.6K +$71 +1 +0.1%
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