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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
2
MAM
2
Magellan Asset Management
Australia
$169M
3
State Street
3
State Street
Massachusetts
$1.14B
4
ESCM
4
Echo Street Capital Management
New York
$106M
5
MHI
5
Miller Howard Investments
New York
$64M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.2B
2
Franklin Resources
2
Franklin Resources
California
$343M
3
BC
3
Brookfield Corp
Ontario, Canada
$51.1M
4
BlackRock
4
BlackRock
New York
$1.75B
5
Capital International Investors
5
Capital International Investors
California
$721M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
576
Tarbox Family Office
California
$7K 103 – –
CTB
577
Country Trust Bank
Illinois
$7K 100 – –
BWL
578
Bogart Wealth LLC
Virginia
$7K 100 – –
WTA
579
Washington Trust Advisors
Massachusetts
$7K 96 – –
GWS
580
Glassman Wealth Services
Virginia
$7K 99 +6 +6%
GRP
581
Global Retirement Partners
California
$7K 102 +102 New
IA
582
IndexIQ Advisors
New York
$6K 92 -47,636 -100%
PWMG
583
Prestige Wealth Management Group
New Jersey
$6K 84 -50 -37%
HWM
584
HighMark Wealth Management
Minnesota
$6K 82 -6 -7%
GWM
585
Geneos Wealth Management
Colorado
$6K 100 – –
CSB
586
City State Bank
Iowa
$5K 65 – –
SSB
587
Sandy Spring Bank
Maryland
$5K 65 – –
BWM
588
BerganKDV Wealth Management
Minnesota
$5K 69 – –
BONH
589
Bank of New Hampshire
New Hampshire
$5K 77 +77 New
GAM
590
Gemmer Asset Management
California
$4K 68 – –
MCM
591
Manchester Capital Management
Vermont
$4K 52 – –
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$3.43K 49 +15 +44%
FDCDDQ
593
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.08K 44 – –
MCM
594
MV Capital Management
Maryland
$3K 46 – –
HS
595
Horan Securities
United States
$3K 37 – –
EW
596
Evoke Wealth
California
$3K 44 – –
CWC
597
Carolinas Wealth Consulting
North Carolina
$3K 40 – –
SWA
598
SOA Wealth Advisors
New York
$3K 51 – –
HDIM
599
Hanson & Doremus Investment Management
Vermont
$3K 40 – –
MWM
600
Mascoma Wealth Management
New Hampshire
$3K 45 +45 New
22 23
24
25 26