CMS icon

CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
551
MV Capital Management
Maryland
$12.5K -$59 -1 -0.5%
SIS
552
Sound Income Strategies
Florida
$12K
KC
553
Kenfarb & Co
Kentucky
$11.8K
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$11.2K
GWS
555
Glassman Wealth Services
Virginia
$10.6K +$940 +16 +10%
GWMIA
556
Global Wealth Management Investment Advisory
Florida
$10.4K +$10.4K +177 New
PWMG
557
Prestige Wealth Management Group
New Jersey
$9.87K +$764 +13 +8%
Federated Hermes
558
Federated Hermes
Pennsylvania
$9.28K -$1.18K -20 -11%
WPA
559
West Paces Advisors
Georgia
$9.05K
DIP
560
DT Investment Partners
Pennsylvania
$8.76K
TFA
561
Toth Financial Advisory
Virginia
$8.7K -$5.88K -100 -40%
AAP
562
Arax Advisory Partners
Colorado
$8.11K +$2.17K +37 +37%
GWM
563
Geneos Wealth Management
Colorado
$7.93K +$529 +9 +7%
SWA
564
Sutton Wealth Advisors
Florida
$7.11K
AF
565
Arrow Financial
New York
$7.11K
AWM
566
Atticus Wealth Management
Florida
$7.05K
NFSG
567
Newbridge Financial Services Group
Florida
$6.7K
HPC
568
HM Payson & Co
Maine
$6.52K
WTG
569
West Tower Group
Virginia
$6.52K +$6.52K +111 New
GKIM
570
GW&K Investment Management
Massachusetts
$6K +$6K +102 New
CT
571
Cambridge Trust
Massachusetts
$5.88K
GEA
572
Glen Eagle Advisors
New Jersey
$5.88K
UB
573
UMB Bank
Missouri
$5.7K +$1.12K +19 +24%
CTWM
574
Cherry Tree Wealth Management
Minnesota
$5.7K +$5.7K +97 New
HWM
575
HighMark Wealth Management
Minnesota
$5.58K +$2.35K +40 +73%