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CMS Energy
CMS

Overview Fund Activity

633 hedge funds and large institutions have $18.5B invested in CMS Energy in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 182 reducing their positions, and 42 closing their positions.

Holders
633
Holders Change
+51
Holders Change %
+8.76%
% of All Funds
10.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
101
Increased
238
Reduced
182
Closed
42
Calls
$12.2M
Puts
$4.54M
Net Calls
+$7.66M
Net Calls Change
+$2.18M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
2
MAM
2
Magellan Asset Management
Australia
$169M
3
State Street
3
State Street
Massachusetts
$1.14B
4
ESCM
4
Echo Street Capital Management
New York
$106M
5
MHI
5
Miller Howard Investments
New York
$64M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.2B
2
Franklin Resources
2
Franklin Resources
California
$343M
3
BC
3
Brookfield Corp
Ontario, Canada
$51.1M
4
BlackRock
4
BlackRock
New York
$1.75B
5
Capital International Investors
5
Capital International Investors
California
$721M
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
601
WR Wealth Planners
Missouri
$2.45K 35 +35 New
AIM
602
Anchor Investment Management
South Carolina
$2.24K 32 +32 New
SC
603
Sierra Capital
Florida
$2K 35 – –
SCA
604
Stonebridge Capital Advisors
Minnesota
$2K 32 – –
CWM
605
Curi Wealth Management
North Carolina
$2K 29 – –
CAL
606
Capital Advisors Ltd
Ohio
$2K 25 +25 New
APF
607
Alaska Permanent Fund
Alaska
$2K 26 +26 New
ST
608
Smithfield Trust
Pennsylvania
$2K 28 +28 New
PCA
609
Providence Capital Advisors
North Carolina
$2K 29 +29 New
CI
610
Cordant Inc
Oregon
$2K 29 +29 New
IWP
611
IAG Wealth Partners
Wisconsin
$2K 34 +34 New
AAP
612
Arax Advisory Partners
Colorado
$1K 12 – –
BBHC
613
Brown Brothers Harriman & Co
New York
$1K 19 – –
ACK
614
Andrew C. Karlinski
$1K 8 – –
FBT
615
First Bank & Trust
South Dakota
$1K 19 – –
BWM
616
Baystate Wealth Management
Massachusetts
$1K 17 – –
SWM
617
Sugarloaf Wealth Management
Georgia
$1K 15 – –
SC
618
Schubert & Co
Texas
$1K 18 +5 +38%
WAM
619
Worth Asset Management
Texas
$1K 11 +11 New
MA
620
MCF Advisors
Kentucky
$1K 12 +12 New
NIC
621
Northwest Investment Counselors
Oregon
$1K 16 +16 New
DI
622
Disciplined Investments
Oklahoma
$1K 16 +16 New
T
623
TCWP
Ohio
$1K 19 +19 New
FGAM
624
Financial Gravity Asset Management
Texas
$1 17 +17 New
PG
625
Pendal Group
Australia
– – -521,001 Closed
23 24
25
26 27