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CMS Energy

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67%93.96% (+1.3%)

1% more funds holding

Funds holding: 627635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
576
Glen Eagle Advisors
New Jersey
$6.33K -$946 -16 -14%
BWL
577
Bogart Wealth LLC
Virginia
$6.33K
GWM
578
Geneos Wealth Management
Colorado
$6.33K
HS
579
Horan Securities
United States
$6.02K +$3.43K +58 +157%
BSB
580
Bangor Savings Bank
Maine
$6K +$5.2K +88 New
NSB
581
Norway Savings Bank
Maine
$5.57K +$5.2K +88 New
TWA
582
TCI Wealth Advisors
Arizona
$5.45K -$5.14K -87 -50%
CSWM
583
Cassady Schiller Wealth Management
Ohio
$4.94K +$4.61K +78 New
CPG
584
Cornerstone Planning Group
New Jersey
$4.16K +$4.02K +68 New
CSB
585
City State Bank
Iowa
$4K
SC
586
Sierra Capital
Florida
$4K +$1.24K +21 +60%
PP
587
PrairieView Partners
Minnesota
$4K +$4.43K +75 New
CS
588
Comerica Securities
Michigan
$3.93K +$3.67K +62 New
CWP
589
Concord Wealth Partners
Virginia
$3.93K +$3.67K +62 New
BIA
590
Bell Investment Advisors
California
$3.86K +$59 +1 +2%
EBA
591
Eagle Bay Advisors
New York
$3.71K
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$3.29K +$3.07K +52 New
AWM
593
Accurate Wealth Management
Florida
$3.26K +$2.96K +50 New
HWM
594
HighMark Wealth Management
Minnesota
$3.04K -$1.77K -30 -38%
HWMA
595
Heritage Wealth Management (Arizona)
Arizona
$3.04K +$2.84K +48 New
CT
596
Cambridge Trust
Massachusetts
$3K -$52.7K -891 -94%
ANBT
597
American National Bank & Trust
Texas
$3K +$532 +9 +26%
FCA
598
FinTrust Capital Advisors
South Carolina
$2.98K -$15.2K -257 -85%
SCA
599
Stonebridge Capital Advisors
Minnesota
$2.98K -$650 -11 -19%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79K