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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
576
Arrow Financial
New York
$7.43K – – –
AWM
577
Atticus Wealth Management
Florida
$7.37K – – –
NFSG
578
Newbridge Financial Services Group
Florida
$7K – – –
HPC
579
HM Payson & Co
Maine
$6.81K – – –
WTA
580
Washington Trust Advisors
Massachusetts
$6.81K – – –
AAP
581
Arax Advisory Partners
Colorado
$6.21K – – –
GEA
582
Glen Eagle Advisors
New Jersey
$6.14K – – –
CT
583
Cambridge Trust
Massachusetts
$6.14K +$2.76K +45 +82%
CAL
584
Capital Advisors Ltd
Ohio
$6K +$5.31K +85 +773%
HS
585
Horan Securities
United States
$5.83K – – –
BSB
586
Bangor Savings Bank
Maine
$5.4K – – –
TWP
587
TFO Wealth Partners
Ohio
$4.85K +$4.36K +71 +888%
UB
588
UMB Bank
Missouri
$4.79K -$2.52K -41 -34%
BIA
589
Bell Investment Advisors
California
$4.73K +$982 +16 +26%
RTL
590
Red Tortoise LLC
Georgia
$4.73K +$4.73K +77 New
Commonwealth Equity Services
591
Commonwealth Equity Services
Massachusetts
$4.12K -$716 -11,670 -15%
CSB
592
City State Bank
Iowa
$4K – – –
TWM
593
Tradition Wealth Management
Minnesota
$4K +$4K +63 New
CWP
594
Concord Wealth Partners
Virginia
$3.81K – – –
EBA
595
Eagle Bay Advisors
New York
$3.6K – – –
HWM
596
HighMark Wealth Management
Minnesota
$3.38K +$430 +7 +15%
FCA
597
FinTrust Capital Advisors
South Carolina
$2.98K – – –
SCA
598
Stonebridge Capital Advisors
Minnesota
$2.89K – – –
ANBT
599
American National Bank & Trust
Texas
$2.7K – – –
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.7K – – –
22 23
24
25 26