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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
$44.7K
BIG
577
Brooklyn Investment Group
New York
$43.5K +$5.92K +89 +16%
WA
578
WPG Advisers
Maryland
$41.1K +$41.1K +616 New
GFPC
579
Global Financial Private Client
Florida
$39.6K +$467 +7 +1%
MCM
580
Manchester Capital Management
Vermont
$36.8K +$1.6K +24 +5%
MSFP
581
Mark Sheptoff Financial Planning
Connecticut
$35.9K
RMP
582
Richards, Merrill & Peterson
Washington
$35.2K +$35.2K +528 New
HWM
583
Hemington Wealth Management
Virginia
$35K +$3.87K +59 +12%
FHA
584
First Horizon Advisors
Tennessee
$34.3K +$5.27K +79 +18%
DJSG
585
D.J. St. Germain
Massachusetts
$34.2K +$6.67K +100 +24%
RFS
586
Richardson Financial Services
Massachusetts
$30.3K +$15.7K +235 +107%
HCP
587
Hexagon Capital Partners
Arkansas
$29.8K +$6.93K +104 +30%
BTD
588
BankPlus Trust Department
Mississippi
$28.7K +$28.7K +430 New
FRA
589
Front Row Advisors
California
$28K
CB
590
CNB Bank
Pennsylvania
$27.5K
AF
591
Advisornet Financial
Minnesota
$27.2K -$3.73K -56 -12%
DMBA
592
Deseret Mutual Benefit Administrators
Utah
$27K
GBT
593
Grove Bank & Trust
Florida
$26.7K +$2.47K +37 +10%
HWA
594
Heritage Wealth Advisors
Virginia
$26.7K
BHWM
595
Beaird Harris Wealth Management
Texas
$25.8K
BC
596
Bayforest Capital
United Kingdom
$23.5K +$23.5K +353 New
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K
UB
598
UMB Bank
Missouri
$21.7K +$13.9K +208 +176%
MCM
599
MV Capital Management
Maryland
$21.3K +$133 +2 +0.6%
AS
600
Altshuler Shaham
Israel
$21.3K +$21.3K +320 New