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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
526
Principal Securities
Iowa
$130K +$32.7K +490 +33%
CA
527
Crewe Advisors
Utah
$127K
EWA
528
EverSource Wealth Advisors
Alabama
$119K -$30.9K -464 -21%
MFS
529
Mattson Financial Services
Michigan
$115K +$103K +1,452 +811%
GWM
530
Geneos Wealth Management
Colorado
$112K +$400 +6 +0.4%
SOW
531
State of Wyoming
Wyoming
$110K -$11.1K -167 -9%
AF
532
Allworth Financial
California
$109K +$200 +3 +0.2%
RIL
533
Rothschild Investment LLC
Illinois
$107K +$533 +8 +0.5%
MCM
534
MAI Capital Management
Ohio
$105K +$105K +1,569 New
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$103K
FIM
536
FWL Investment Management
Texas
$100K -$26.7K -400 -21%
BGAI
537
Bruce G. Allen Investments
Colorado
$100K -$267 -4 -0.3%
MIA
538
MeadowBrook Investment Advisors
Michigan
$100K
OC
539
Oakworth Capital
Alabama
$99.6K
FFC
540
First Financial Corp
Indiana
$98.6K -$5K -75 -5%
CJ
541
Caitlin John
Michigan
$97.8K
CAM
542
Costello Asset Management
Pennsylvania
$93.8K
Jones Financial Companies
543
Jones Financial Companies
Missouri
$93.6K +$52.8K +792 +129%
AAP
544
Arax Advisory Partners
Colorado
$90.2K -$70.8K -1,062 -44%
GM
545
GeoWealth Management
Illinois
$86K +$4K +60 +5%
PTC
546
Private Trust Company
Ohio
$85.4K +$19.9K +299 +30%
QC
547
Quent Capital
New York
$80.9K -$3.8K -57 -4%
CFO
548
CVA Family Office
Colorado
$79.6K +$24.8K +372 +45%
TWC
549
TD Waterhouse Canada
Ontario, Canada
$79.4K +$25.1K +376 +46%
LC
550
Lindbrook Capital
California
$74.6K +$6.07K +91 +9%