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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
2
MAM
Magellan Asset Management
Australia
$169M
3
State Street
State Street
Massachusetts
$1.14B
4
ESCM
Echo Street Capital Management
New York
$106M
5
MHI
Miller Howard Investments
New York
$64M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
2
Franklin Resources
Franklin Resources
California
$343M
3
BC
Brookfield Corp
Ontario, Canada
$51.1M
4
BlackRock
BlackRock
New York
$1.75B
5
Capital International Investors
Capital International Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
551
TCI Wealth Advisors
Arizona
$17K -$141 -2 -0.8%
AA
552
Addison Advisors
Vermont
$17K – – –
TCM
553
Tradewinds Capital Management
Washington
$17K +$138 +2 +0.8%
VCM
554
Versant Capital Management
Arizona
$15K – – –
TFGT
555
TS Financial Group (TSFG)
Illinois
$15K – – –
APP
556
Alpha Paradigm Partners
Illinois
$15K +$15K +218 New
KC
557
Kenfarb & Co
Kentucky
$14K – – –
RG
558
Retirement Group
California
$14K +$2.7K +39 +24%
CWP
559
Concord Wealth Partners
Virginia
$13K +$707 +10 +6%
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$12K – – –
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
UB
562
UMB Bank
Missouri
$10K – – –
SC
563
Seldon Capital
California
$10K – – –
FFA
564
Freedman Financial Associates
Massachusetts
$9K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$9K +$7.26K +104 +416%
SIS
566
Sound Income Strategies
Florida
$9K +$7.8K +117 +650%
GEA
567
Glen Eagle Advisors
New Jersey
$8.11K – – –
AWM
568
Atticus Wealth Management
Florida
$8K – – –
NFSG
569
Newbridge Financial Services Group
Florida
$8K – – –
AF
570
Arrow Financial
New York
$8K – – –
HPC
571
HM Payson & Co
Maine
$8K – – –
VRM
572
Vectors Research Management
New York
$8K – – –
EIP
573
Ellis Investment Partners
Pennsylvania
$8K – – –
LS
574
Leelyn Smith
Illinois
$8K – – –
SSG
575
Summit Securities Group
New York
$8K +$8K +119 New
21 22
23
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