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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
576
Rise Advisors
New York
$11.6K +$11.6K +192 New
LI
577
LRI Investments
Florida
$11.3K +$11.3K +187 New
EC
578
Elequin Capital
New York
$10.9K +$10.9K +181 New
VCM
579
Versant Capital Management
Arizona
$10.3K – – –
WPA
580
West Paces Advisors
Georgia
$9.29K – – –
DIP
581
DT Investment Partners
Pennsylvania
$8.75K – – –
SIS
582
Sound Income Strategies
Florida
$8.39K – – –
TCM
583
TruNorth Capital Management
Michigan
$8.09K +$8.09K +134 New
FHA
584
First Horizon Advisors
Tennessee
$8.08K +$784 +13 +11%
HWM
585
HighMark Wealth Management
Minnesota
$7.66K – – –
AP
586
Aspect Partners
Virginia
$7.6K +$302 +5 +4%
AF
587
Arrow Financial
New York
$7.3K – – –
AWM
588
Atticus Wealth Management
Florida
$7.24K – – –
GKIM
589
GW&K Investment Management
Massachusetts
$7K +$1.07K +19 +18%
RCM
590
Raleigh Capital Management
North Carolina
$6.94K +$1.81K +30 +35%
HPC
591
HM Payson & Co
Maine
$6.7K – – –
GWM
592
Geneos Wealth Management
Colorado
$6.58K -$905 -15 -12%
GI
593
Gradient Investments
Minnesota
$6.55K -$61.7K -1,026 -90%
MCM
594
Manchester Capital Management
Vermont
$6.28K -$1.87K -31 -23%
MA
595
MCF Advisors
Kentucky
$6.28K – – –
PWMG
596
Prestige Wealth Management Group
New Jersey
$5.91K -$5.61K -93 -49%
MHR
597
Matthew Hamilton Rosenberg
$5.52K – – –
WT
598
Washington Trust
Rhode Island
$5.41K -$120 -2 -2%
CTC
599
Central Trust Company
Missouri
$4.89K +$2.29K +38 +88%
TWP
600
TFO Wealth Partners
Ohio
$4.77K – – –
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