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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$184M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M
3
Prudential Financial
Prudential Financial
New Jersey
+$82.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$58.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
3
BlackRock
BlackRock
New York
-$126M
4
ECM
ExodusPoint Capital Management
New York
-$124M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
551
CNB Bank
Pennsylvania
$24.9K – – –
DMBA
552
Deseret Mutual Benefit Administrators
Utah
$24.4K – – –
SIC
553
SJS Investment Consulting
Ohio
$24.3K +$121 +2 +0.5%
HWA
554
Heritage Wealth Advisors
Virginia
$24.1K – – –
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$24.1K – – –
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.4K – – –
GBT
557
Grove Bank & Trust
Florida
$18.8K – – –
MCM
558
MV Capital Management
Maryland
$18.7K – – –
DJSG
559
D.J. St. Germain
Massachusetts
$18.3K – – –
JFA
560
JNBA Financial Advisors
Minnesota
$18.1K – – –
HNB
561
Hilltop National Bank
Wyoming
$18.1K +$18.1K +300 New
C
562
Covestor
United Kingdom
$17K +$2.62K +44 +18%
VNA
563
Valley National Advisers
Pennsylvania
$17K +$3K +50 +21%
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K -$65.3K -1,083 -79%
BBHC
565
Brown Brothers Harriman & Co
New York
$16.2K – – –
IGWM
566
ICA Group Wealth Management
Colorado
$15.7K – – –
FCA
567
FinTrust Capital Advisors
South Carolina
$13.8K – – –
RTC
568
Riverview Trust Company
Washington
$13.4K +$13.4K +222 New
RFS
569
Richardson Financial Services
Massachusetts
$13.3K – – –
FPF
570
First Pacific Financial
Washington
$13.2K +$13.2K +218 New
NRG
571
Nemes Rush Group
Michigan
$13K – – –
HCP
572
Hexagon Capital Partners
Arkansas
$12.6K -$3.02K -50 -19%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$12.4K – – –
TCG
574
Transcendent Capital Group
Oklahoma
$12.1K – – –
TFGT
575
TS Financial Group (TSFG)
Illinois
$12K – – –
21 22
23
24 25