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CMS Energy

632 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, 256 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
86
Increased
256
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
601
Boyd Watterson Asset Management
Ohio
$2.47K +$2.47K +39 New
WWP
602
WR Wealth Planners
Missouri
$2.22K
MCM
603
Magnolia Capital Management
New York
$2K +$2K +38 New
SC
604
Schubert & Co
Texas
$1.58K -$823 -13 -34%
DI
605
Disciplined Investments
Oklahoma
$1.2K -$63 -1 -5%
CAL
606
Capital Advisors Ltd
Ohio
$1K -$5.46K -60 -85%
TFA
607
Transamerica Financial Advisors
Florida
$1K
BWM
608
Baystate Wealth Management
Massachusetts
$1K
VNA
609
Valley National Advisers
Pennsylvania
$1K
ADL
610
Asset Dedication LLC
California
$1K +$1K +8 New
ST
611
Sageworth Trust
Pennsylvania
$1K +$1K +11 New
SWM
612
Sugarloaf Wealth Management
Georgia
$946
MYAM
613
Meiji Yasuda Asset Management
Japan
$906 +$72 +1,130 +9%
CFD
614
Creative Financial Designs
Indiana
$887
LFG
615
Larson Financial Group
Missouri
$887
TCWA
616
Ten Capital Wealth Advisors
Washington
$823 +$823 +13 New
ECM
617
Everence Capital Management
Indiana
$794
MA
618
MCF Advisors
Kentucky
$760
CTA
619
Colonial Trust Advisors
South Carolina
$760 +$760 +12 New
NMG
620
New Millennium Group
Utah
$760 +$760 +12 New
FA
621
Fiduciary Alliance
South Carolina
$731 +$731 +12 New
MCM
622
Manchester Capital Management
Vermont
$570 -$2.53K -40 -82%
AA
623
Addison Advisors
Vermont
$507
FGAM
624
Financial Gravity Asset Management
Texas
$436 +$436 +63 New
KFI
625
Key Financial Inc
Pennsylvania
$408