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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$547M
2
GQG Partners
GQG Partners
Florida
+$234M
3
BlackRock
BlackRock
New York
+$145M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
5
Deutsche Bank
Deutsche Bank
Germany
+$65.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$118M
2
American Century Companies
American Century Companies
Missouri
-$94.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.6M
4
SCP
Soroban Capital Partners
New York
-$88.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
551
Simplex Trading
Illinois
$89K +$4.96K +71 +6%
GM
552
GeoWealth Management
Illinois
$86.9K +$86.9K +1,231 New
AA
553
Alta Advisers
United Kingdom
$84.8K – – –
TPCW
554
TD Private Client Wealth
New York
$82.6K +$1.2K +17 +1%
MA
555
Montag & Associates
Georgia
$77.7K -$191K -2,703 -71%
FCM
556
Fourpath Capital Management
Oklahoma
$76.8K +$76.8K +1,087 New
ARMT
557
Amica Retiree Medical Trust
Rhode Island
$75K +$75K +1,066 New
Federated Hermes
558
Federated Hermes
Pennsylvania
$74.9K -$154K -2,174 -67%
JIP
559
Jaffetilchin Investment Partners
Florida
$73.3K +$73.3K +1,038 New
LC
560
Lindbrook Capital
California
$72.7K -$5.58K -79 -7%
DIP
561
DT Investment Partners
Pennsylvania
$71.1K – – –
CA
562
Centerpoint Advisors
Massachusetts
$71K – – –
PTC
563
Private Trust Company
Ohio
$69.4K +$14.1K +200 +26%
CSC
564
Caldwell Sutter Capital
California
$68.9K – – –
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$68K +$5.29K +75 +8%
CH
566
Cromwell Holdings
Wyoming
$62.4K – – –
CWM
567
Cranbrook Wealth Management
Michigan
$61.7K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$61.6K – – –
T
569
TOBAM
France
$61K +$14.7K +209 +32%
CFO
570
CVA Family Office
Colorado
$58.1K – – –
TWC
571
TD Waterhouse Canada
Ontario, Canada
$57.9K -$284 -4 -0.5%
QL
572
Quarry LP
New York
$57.8K -$177K -2,506 -75%
HI
573
Harbour Investments
Wisconsin
$56.5K -$3.39K -48 -6%
CFB
574
Cullen/Frost Bankers
Texas
$56.5K – – –
VAMG
575
Voisard Asset Management Group
Michigan
$56.4K +$11.5K +163 +26%
21 22
23
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