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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$761M
2
GQG Partners
GQG Partners
Florida
$240M
3
BlackRock
BlackRock
New York
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
5
Deutsche Bank
Deutsche Bank
Germany
$318M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
American Century Companies
American Century Companies
Missouri
$19.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$162M
4
SCP
Soroban Capital Partners
New York
$13.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
576
Values First Advisors
Tennessee
$55.8K +$55.8K +790 New
SIC
577
Salem Investment Counselors
North Carolina
$53.3K – – –
TCM
578
TruNorth Capital Management
Michigan
$50.3K – – –
C
579
Covestor
United Kingdom
$50K +$33.7K +472 +206%
Loomis, Sayles & Company
580
Loomis, Sayles & Company
Massachusetts
$49K +$842 +12 +2%
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$47.3K – – –
CFGS
582
Concourse Financial Group Securities
Alabama
$46.9K -$9.46K -134 -17%
Jones Financial Companies
583
Jones Financial Companies
Missouri
$43.1K +$18.1K +257 +72%
GFPC
584
Global Financial Private Client
Florida
$41.5K +$2.12K +30 +5%
Optiver Holding
585
Optiver Holding
Netherlands
$41.2K +$41.2K +584 New
BIG
586
Brooklyn Investment Group
New York
$39.8K +$39.8K +564 New
MSFP
587
Mark Sheptoff Financial Planning
Connecticut
$38.1K – – –
MCM
588
Manchester Capital Management
Vermont
$37.3K +$2.54K +36 +7%
HWM
589
Hemington Wealth Management
Virginia
$33K +$33K +475 New
AF
590
Advisornet Financial
Minnesota
$32.8K +$565 +8 +2%
FHA
591
First Horizon Advisors
Tennessee
$30.7K +$19.4K +275 +172%
FRA
592
Front Row Advisors
California
$29.7K – – –
CB
593
CNB Bank
Pennsylvania
$29.2K – – –
DJSG
594
D.J. St. Germain
Massachusetts
$29.2K +$7.77K +110 +36%
BBHC
595
Brown Brothers Harriman & Co
New York
$29K +$7.28K +103 +33%
SIC
596
SJS Investment Consulting
Ohio
$28.9K +$283 +4 +1%
DMBA
597
Deseret Mutual Benefit Administrators
Utah
$28.6K – – –
HWA
598
Heritage Wealth Advisors
Virginia
$28.3K – – –
BHWM
599
Beaird Harris Wealth Management
Texas
$27.3K -$55.9K -792 -67%
GBT
600
Grove Bank & Trust
Florida
$25.7K +$3.74K +53 +17%
22 23
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