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CMS Energy
CMS

Overview Fund Activity

572 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
67
Increased
227
Reduced
194
Closed
54
Calls
$19.7M
Puts
$5.19M
Net Calls
+$14.5M
Net Calls Change
+$11.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$462M
2
Capital International Investors
2
Capital International Investors
California
$620M
3
Goldman Sachs
3
Goldman Sachs
New York
$256M
4
ZP
4
Zimmer Partners
New York
$145M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$88.7M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.03B
3
Capital World Investors
3
Capital World Investors
California
$259M
4
Millennium Management
4
Millennium Management
New York
$36.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
551
Atlas Private Wealth Advisors
New Jersey
$3K -$882 -15 -23%
MCM
552
Manchester Capital Management
Vermont
$3K – – –
GWS
553
Glassman Wealth Services
Virginia
$3K +$107 +2 +4%
SWA
554
SOA Wealth Advisors
New York
$3K +$2.77K +47 +1,175%
PWP
555
Personal Wealth Partners
Minnesota
$3K +$3K +53 New
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6K -$84K -1,421 -97%
EW
557
Evoke Wealth
California
$2K -$162 -3 -8%
HS
558
Horan Securities
United States
$2K – – –
RA
559
Resolute Advisors
California
$2K – – –
CWC
560
Carolinas Wealth Consulting
North Carolina
$2K – – –
JPLA
561
Joseph P. Lucia & Associates
New York
$2K – – –
SJIM
562
St. Johns Investment Management
Florida
$2K +$2K +29 New
AIA
563
Arcadia Investment Advisors
Idaho
$1K +$1K +17 New
BWM
564
Baystate Wealth Management
Massachusetts
$1K – – –
SWM
565
Sugarloaf Wealth Management
Georgia
$1K +$67 +1 +7%
TFGT
566
TS Financial Group (TSFG)
Illinois
$1K +$1K +15 New
SIS
567
Sound Income Strategies
Florida
$1K +$1K +18 New
TLFA
568
True Link Financial Advisors
California
$1K +$1K +20 New
GRP
569
Global Retirement Partners
California
$1K +$1K +25 New
BBHC
570
Brown Brothers Harriman & Co
New York
$2 -$7 -116 -79%
GQG Partners
571
GQG Partners
Florida
– -$373M -6,091,040 Closed
CVA
572
Ceredex Value Advisors
Florida
– -$65.9M -1,076,350 Closed
SI
573
Scout Investments
Missouri
– -$24.8M -404,566 Closed
Marshall Wace
574
Marshall Wace
United Kingdom
– -$6.53M -106,587 Closed
IIM
575
Intact Investment Management
Quebec, Canada
– -$4.75M -77,600 Closed
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23
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