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CMS Energy

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
601
Central Trust Company
Missouri
$2.64K -$233K -3,800 -99%
TCA
602
Trifecta Capital Advisors
Illinois
$2.58K
BWAM
603
Boyd Watterson Asset Management
Ohio
$2.39K
WWP
604
WR Wealth Planners
Missouri
$2.15K
MCM
605
Magnolia Capital Management
New York
$2K
SC
606
Schubert & Co
Texas
$1.97K +$430 +7 +28%
SS
607
Sunbelt Securities
Texas
$1.1K +$1.1K +18 New
BWM
608
Baystate Wealth Management
Massachusetts
$1.08K
TFA
609
Transamerica Financial Advisors
Florida
$1K
VNA
610
Valley National Advisers
Pennsylvania
$1K
PVH
611
Psagot Value Holdings
Israel
$1K +$1K +9 New
DI
612
Disciplined Investments
Oklahoma
$982 -$184 -3 -16%
CFD
613
Creative Financial Designs
Indiana
$859
LFG
614
Larson Financial Group
Missouri
$859
GFWA
615
Grey Fox Wealth Advisors
Delaware
$798 +$798 +13 New
ECM
616
Everence Capital Management
Indiana
$769
MA
617
MCF Advisors
Kentucky
$737
CTA
618
Colonial Trust Advisors
South Carolina
$737
MCM
619
Manchester Capital Management
Vermont
$553
WA
620
WestEnd Advisors
North Carolina
$430 -$380 -6 Closed
KFI
621
Key Financial Inc
Pennsylvania
$430
UFF
622
USA Financial Formulas
Michigan
$430 +$430 +7 New
TF
623
TimeScale Financial
Massachusetts
$307
TWD
624
True Wealth Design
Ohio
$246
PA
625
PSI Advisors
Florida
$61