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CMS Energy

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67%93.96% (+1.3%)

1% more funds holding

Funds holding: 627635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
551
TS Financial Group (TSFG)
Illinois
$14K
RTC
552
Riverview Trust Company
Washington
$14K +$13.1K +222 New
VCM
553
Versant Capital Management
Arizona
$13.4K
KC
554
Kenfarb & Co
Kentucky
$12.7K
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$12.1K
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.7K
MCM
557
MV Capital Management
Maryland
$11.6K +$5.79K +98 +115%
PWMG
558
Prestige Wealth Management Group
New Jersey
$10.4K +$2.25K +38 +30%
WPA
559
West Paces Advisors
Georgia
$9.75K -$18.6K -315 -67%
GWS
560
Glassman Wealth Services
Virginia
$9.37K -$532 -9 -6%
DIP
561
DT Investment Partners
Pennsylvania
$9.18K
GRP
562
Global Retirement Partners
California
$8.8K +$1.6K +27 +24%
SC
563
Seldon Capital
California
$8.74K
MAM
564
Meeder Asset Management
Ohio
$8.68K -$215K -3,635 -96%
JWA
565
JFS Wealth Advisors
Pennsylvania
$8.49K -$1K -17 -11%
SIS
566
Sound Income Strategies
Florida
$8.17K +$650 +11 +9%
AF
567
Arrow Financial
New York
$8K
UB
568
UMB Bank
Missouri
$8K
AWM
569
Atticus Wealth Management
Florida
$7.6K
SIC
570
SJS Investment Consulting
Ohio
$7.41K -$14.7K -249 -68%
NFSG
571
Newbridge Financial Services Group
Florida
$7.22K
HPC
572
HM Payson & Co
Maine
$7.03K
WTA
573
Washington Trust Advisors
Massachusetts
$7.03K
RBC
574
Romano Brothers & Co
Illinois
$6.65K +$6.21K +105 New
AAP
575
Arax Advisory Partners
Colorado
$6.4K +$3.49K +59 +140%