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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
551
Advisory Services Network
Georgia
$19.5K +$552 +9 +3%
GBT
552
Grove Bank & Trust
Florida
$19.1K – – –
JFA
553
JNBA Financial Advisors
Minnesota
$18.4K – – –
TSW
554
Thompson Siegel & Walmsley
Virginia
$18K – – –
IGWM
555
ICA Group Wealth Management
Colorado
$16K -$614 -10 -4%
HCP
556
Hexagon Capital Partners
Arkansas
$16K +$61 +1 +0.4%
TFA
557
Toth Financial Advisory
Virginia
$15.2K -$2.76K -45 -15%
C
558
Covestor
United Kingdom
$15K -$302 -5 -2%
TWA
559
TCI Wealth Advisors
Arizona
$14.9K +$9.64K +157 +183%
RTC
560
Riverview Trust Company
Washington
$13.6K – – –
MCM
561
MV Capital Management
Maryland
$13.1K +$1.9K +31 +17%
TFGT
562
TS Financial Group (TSFG)
Illinois
$13K – – –
VCM
563
Versant Capital Management
Arizona
$12.9K – – –
BAAM
564
Baker Avenue Asset Management
California
$12.6K -$6.57K -107 -34%
SIS
565
Sound Income Strategies
Florida
$12.5K +$4.6K +75 +58%
KC
566
Kenfarb & Co
Kentucky
$12.3K – – –
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$11.7K – – –
Federated Hermes
568
Federated Hermes
Pennsylvania
$10.9K -$603K -9,831 -98%
GWS
569
Glassman Wealth Services
Virginia
$10.1K +$1.04K +17 +11%
PWMG
570
Prestige Wealth Management Group
New Jersey
$9.51K -$552 -9 -5%
WPA
571
West Paces Advisors
Georgia
$9.45K – – –
DIP
572
DT Investment Partners
Pennsylvania
$8.94K – – –
JWA
573
JFS Wealth Advisors
Pennsylvania
$8.84K +$614 +10 +7%
GWM
574
Geneos Wealth Management
Colorado
$7.73K +$1.6K +26 +26%
SWA
575
Sutton Wealth Advisors
Florida
$7.43K -$67.6K -1,102 -90%
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