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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$113M
2
American Century Companies
American Century Companies
Missouri
$92.5M
3
Amundi
Amundi
France
$169M
4
ECM
ExodusPoint Capital Management
New York
$170M
5
Capital Research Global Investors
Capital Research Global Investors
California
$294M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
3
State Street
State Street
Massachusetts
$881M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
576
Operose Advisors
Wisconsin
$2.34K +$2.34K +44 New
CTC
577
Central Trust Company
Missouri
$2.28K – – –
TCA
578
Trifecta Capital Advisors
Illinois
$2.23K – – –
CPG
579
Cornerstone Planning Group
New Jersey
$2.12K – – –
BWAM
580
Boyd Watterson Asset Management
Ohio
$2.07K – – –
MCM
581
Magnolia Capital Management
New York
$2K – – –
T
582
TOBAM
France
$2K +$2K +31 New
SCA
583
Stonebridge Capital Advisors
Minnesota
$1.97K -$531 -10 -21%
WWP
584
WR Wealth Planners
Missouri
$1.86K – – –
JWA
585
JFS Wealth Advisors
Pennsylvania
$1.49K -$2.45K -46 -62%
CWC
586
Carolinas Wealth Consulting
North Carolina
$1.41K -$2.45K -45 -63%
PCTC
587
Perkins Coie Trust Company
Washington
$1.22K +$1.22K +23 New
IHWM
588
Iron Horse Wealth Management
Iowa
$1.06K +$1.06K +20 New
SIA
589
SkyView Investment Advisors
New Jersey
$1K – – –
TFA
590
Transamerica Financial Advisors
Florida
$1K – – –
SFG
591
Steward Financial Group
Texas
$1K +$1K +32 New
BWM
592
Baystate Wealth Management
Massachusetts
$996 +$55 +1 +6%
SS
593
Sunbelt Securities
Texas
$972 – – –
SL
594
Salomon & Ludwin
Virginia
$956 +$956 +18 New
TAM
595
Tucker Asset Management
Colorado
$903 +$903 +17 New
MCM
596
Manchester Capital Management
Vermont
$850 -$1.22K -23 -59%
MIM
597
Macroview Investment Management
Maryland
$850 +$850 +16 New
CTA
598
Colonial Trust Advisors
South Carolina
$797 +$159 +3 +25%
CFD
599
Creative Financial Designs
Indiana
$744 – – –
LFG
600
Larson Financial Group
Missouri
$744 – – –
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