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CMS Energy

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67%93.96% (+1.3%)

1% more funds holding

Funds holding: 627635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
601
Trifecta Capital Advisors
Illinois
$2.66K +$2.48K +42 New
TWP
602
TFO Wealth Partners
Ohio
$2.65K +$473 +8 New
CWC
603
Carolinas Wealth Consulting
North Carolina
$2.53K
BWAM
604
Boyd Watterson Asset Management
Ohio
$2.47K +$2.31K +39 New
WWP
605
WR Wealth Planners
Missouri
$2.22K
MCM
606
Magnolia Capital Management
New York
$2K +$2.25K +38 New
SC
607
Schubert & Co
Texas
$1.58K -$769 -13 -34%
DI
608
Disciplined Investments
Oklahoma
$1.2K -$59 -1 -5%
CAL
609
Capital Advisors Ltd
Ohio
$1K -$3.55K -60 -85%
BWM
610
Baystate Wealth Management
Massachusetts
$1K
TFA
611
Transamerica Financial Advisors
Florida
$1K
VNA
612
Valley National Advisers
Pennsylvania
$1K
ADL
613
Asset Dedication LLC
California
$1K +$473 +8 New
ST
614
Sageworth Trust
Pennsylvania
$1K +$650 +11 New
SWM
615
Sugarloaf Wealth Management
Georgia
$946
MYAM
616
Meiji Yasuda Asset Management
Japan
$906 +$66.8K +1,130 +9%
CFD
617
Creative Financial Designs
Indiana
$887
LFG
618
Larson Financial Group
Missouri
$887
TCWA
619
Ten Capital Wealth Advisors
Washington
$823 +$769 +13 New
ECM
620
Everence Capital Management
Indiana
$794
MA
621
MCF Advisors
Kentucky
$760
CTA
622
Colonial Trust Advisors
South Carolina
$760 +$709 +12 New
NMG
623
New Millennium Group
Utah
$760 +$709 +12 New
FA
624
Fiduciary Alliance
South Carolina
$731 +$709 +12 New
MCM
625
Manchester Capital Management
Vermont
$570 -$2.37K -40 -82%