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CMS Energy
CMS

Overview Fund Activity

563 hedge funds and large institutions have $15.9B invested in CMS Energy in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 197 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
9.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
197
Reduced
197
Closed
65
Calls
$5.61M
Puts
$2.49M
Net Calls
+$3.12M
Net Calls Change
+$94K

Top Buyers

1
GQG Partners
GQG Partners
Florida
$373M
2
Millennium Management
Millennium Management
New York
$162M
3
Franklin Resources
Franklin Resources
California
$434M
4
Fidelity International
Fidelity International
Bermuda
$171M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$174M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$770K
3
State Street
State Street
Massachusetts
$877M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.45M
5
Capital International Investors
Capital International Investors
California
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCG
601
Vantage Consulting Group
Virginia
– -$41K -673 Closed
FQ
602
First Quadrant
California
– -$35K -567 Closed
RPWA
603
Regent Peak Wealth Advisors
Georgia
– -$24K -386 Closed
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
– -$23K -369 Closed
PWM
605
Perigon Wealth Management
California
– -$20K -334 Closed
RWA
606
Ropes Wealth Advisors
Massachusetts
– -$18K -300 Closed
PFO
607
Pathstone Family Office
New Jersey
– -$14K -234 Closed
PWPS
608
Pinnacle Wealth Planning Services
Ohio
– -$13K -213 Closed
KPCM
609
Kings Point Capital Management
New York
– -$12K -202 Closed
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
– -$11K -180 Closed
TFA
611
Toth Financial Advisory
Virginia
– -$9K -146 Closed
CG
612
Cutler Group
California
– -$6K -100 Closed
ICP
613
Interchange Capital Partners
Pennsylvania
– -$5K -92 Closed
GRP
614
Global Retirement Partners
California
– -$5K -76 Closed
SL
615
Savior LLC
Massachusetts
– -$3K -56 Closed
CFD
616
Creative Financial Designs
Indiana
– -$3K -49 Closed
FFG
617
Fortem Financial Group
California
– -$3K -44 Closed
TIAM2
618
Tru Independence Asset Management 2
Oregon
– -$2K -34 Closed
SFO
619
Standard Family Office
South Dakota
– -$2K -33 Closed
CWM
620
Curi Wealth Management
North Carolina
– -$1K -29 Closed
TI
621
tru Independence
Oregon
– -$1 -24 Closed
M
622
MOTCO
Texas
– -$1K -21 Closed
BCWM
623
Bartlett & Co Wealth Management
Ohio
– -$1.28K -21 Closed
BC
624
Bartlett & Co
Ohio
– -$1K -21 Closed
IA
625
Inspire Advisors
Idaho
– -$1K -10 Closed
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