CMS icon

CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$113M
2
American Century Companies
American Century Companies
Missouri
$92.5M
3
Amundi
Amundi
France
$169M
4
ECM
ExodusPoint Capital Management
New York
$170M
5
Capital Research Global Investors
Capital Research Global Investors
California
$294M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
3
State Street
State Street
Massachusetts
$881M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
551
Prestige Wealth Management Group
New Jersey
$6.69K -$2.23K -42 -25%
AF
552
Arrow Financial
New York
$6.43K – – –
AWM
553
Atticus Wealth Management
Florida
$6.37K – – –
NFSG
554
Newbridge Financial Services Group
Florida
$6.06K – – –
WTG
555
West Tower Group
Virginia
$6.06K +$159 +3 +3%
CAL
556
Capital Advisors Ltd
Ohio
$6K +$6K +110 New
HPC
557
HM Payson & Co
Maine
$5.9K – – –
CTWM
558
Cherry Tree Wealth Management
Minnesota
$5.15K – – –
GKIM
559
GW&K Investment Management
Massachusetts
$5K – – –
AAP
560
Arax Advisory Partners
Colorado
$4.83K -$2.5K -47 -34%
TWP
561
TFO Wealth Partners
Ohio
$4.64K – – –
RTL
562
Red Tortoise LLC
Georgia
$4.09K – – –
BIA
563
Bell Investment Advisors
California
$3.72K -$797 -15 -18%
SWA
564
Sutton Wealth Advisors
Florida
$3.51K -$2.92K -55 -45%
CWP
565
Concord Wealth Partners
Virginia
$3.29K – – –
SSB
566
Sandy Spring Bank
Maryland
$3.19K +$2.23K +42 +233%
EBA
567
Eagle Bay Advisors
New York
$3.14K – – –
TWM
568
Tradition Wealth Management
Minnesota
$3K -$283 -5 -9%
CSB
569
City State Bank
Iowa
$3K – – –
VNA
570
Valley National Advisers
Pennsylvania
$3K +$2.14K +45 +250%
FDCC
571
Foster Dykema Cabot & Co
Massachusetts
$3K +$3K +50 New
VWM
572
Venturi Wealth Management
Texas
$2.76K +$2.76K +52 New
UB
573
UMB Bank
Missouri
$2.55K -$2.6K -49 -51%
FCA
574
FinTrust Capital Advisors
South Carolina
$2.5K – – –
FDCDDQ
575
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34K – – –
21 22
23
24 25