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CMS Energy
CMS

Overview Fund Activity

572 hedge funds and large institutions have $15.5B invested in CMS Energy in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
67
Increased
227
Reduced
194
Closed
54
Calls
$19.7M
Puts
$5.19M
Net Calls
+$14.5M
Net Calls Change
+$11.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$462M
2
Capital International Investors
2
Capital International Investors
California
$620M
3
Goldman Sachs
3
Goldman Sachs
New York
$256M
4
ZP
4
Zimmer Partners
New York
$145M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$88.7M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.03B
3
Capital World Investors
3
Capital World Investors
California
$259M
4
Millennium Management
4
Millennium Management
New York
$36.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
601
Ellevest Inc
New York
– -$48K -779 Closed
AIC
602
Ameritas Investment Company
Nebraska
– -$44.7K -730 Closed
DWP
603
Destiny Wealth Partners
Florida
– -$38K -622 Closed
RWG
604
Regal Wealth Group
California
– -$35K -568 Closed
HWMA
605
Heritage Wealth Management (Arizona)
Arizona
– -$21K -350 Closed
EP
606
Eudaimonia Partners
Tennessee
– -$18K -300 Closed
APWM
607
Atlas Private Wealth Management
New York
– -$18K -298 Closed
WP
608
WealthShield Partners
North Carolina
– -$18K -293 Closed
WAP
609
Wealthcare Advisory Partners
Pennsylvania
– -$16K -261 Closed
CL
610
COWA LLC
Oklahoma
– -$10K -173 Closed
SLF
611
Sun Life Financial
Ontario, Canada
– -$10K -171 Closed
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
– -$7K -107 Closed
HI
613
Hoey Investments
Pennsylvania
– -$6K -101 Closed
FHA
614
First Horizon Advisors
Tennessee
– -$6K -101 Closed
ACM
615
Allred Capital Management
Texas
– -$5.63K -92 Closed
WB
616
Webster Bank
Connecticut
– -$5K -80 Closed
SIM
617
Sonora Investment Management
Arizona
– -$3K -56 Closed
WCM
618
Wealthcare Capital Management
Virginia
– -$3K -55 Closed
HDIM
619
Hanson & Doremus Investment Management
Vermont
– -$2K -40 Closed
HI
620
Human Investing
Oregon
– -$2K -36 Closed
MLFP
621
MPS Loria Financial Planners
Illinois
– -$1K -32 Closed
MWP
622
Meridian Wealth Partners
Pennsylvania
– -$1K -21 Closed
VNA
623
Valley National Advisers
Pennsylvania
– -$1K -13 Closed
21 22 23 24
25