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CMS Energy
CMS

Overview Fund Activity

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$410M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.49B
3
Deutsche Bank
3
Deutsche Bank
Germany
$212M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$41.4M
2
State Street
2
State Street
Massachusetts
$956M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$73M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
551
CVA Family Office
Colorado
$49K 823 +8 +1%
GWSG
552
GPS Wealth Strategies Group
Colorado
$48.6K 816 – –
TWC
553
TD Waterhouse Canada
Ontario, Canada
$48.1K 819 +33 +4%
CFB
554
Cullen/Frost Bankers
Texas
$47.6K 800 – –
CFGS
555
Concourse Financial Group Securities
Alabama
$47.5K 798 -32 -4%
IFAM
556
Institutional & Family Asset Management
Colorado
$46.9K 787 – –
PTC
557
Private Trust Company
Ohio
$46.6K 782 – –
SIC
558
Salem Investment Counselors
North Carolina
$44.9K 755 – –
IC
559
Innealta Capital
Texas
$43.2K 726 +726 New
TCM
560
TruNorth Capital Management
Michigan
$42.4K 712 +578 +431%
Loomis, Sayles & Company
561
Loomis, Sayles & Company
Massachusetts
$41K 686 -907 -57%
CLOS
562
Compagnie Lombard Odier SCmA
Switzerland
$39.9K 670 – –
T
563
TOBAM
France
$39K 659 -60 -8%
VAMG
564
Voisard Asset Management Group
Michigan
$37.8K 635 +5 +0.8%
GFPC
565
Global Financial Private Client
Florida
$33.2K 557 – –
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$32.1K 539 +139 +35%
MCM
567
Manchester Capital Management
Vermont
$29.3K 492 +388 +373%
LS
568
Livforsakringsbolaget Skandia
Sweden
$28.5K 479 -700 -59%
AF
569
Advisornet Financial
Minnesota
$27.1K 456 +15 +3%
FRA
570
Front Row Advisors
California
$25K 420 – –
CB
571
CNB Bank
Pennsylvania
$24.6K 413 – –
SIC
572
SJS Investment Consulting
Ohio
$24.1K 405 +2 +0.5%
DMBA
573
Deseret Mutual Benefit Administrators
Utah
$24.1K 405 – –
HWA
574
Heritage Wealth Advisors
Virginia
$23.8K 400 – –
Jones Financial Companies
575
Jones Financial Companies
Missouri
$21.1K 355 +355 New
21 22
23
24 25