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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$113M
2
American Century Companies
American Century Companies
Missouri
$92.5M
3
Amundi
Amundi
France
$169M
4
ECM
ExodusPoint Capital Management
New York
$170M
5
Capital Research Global Investors
Capital Research Global Investors
California
$294M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
3
State Street
State Street
Massachusetts
$881M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
601
TFC Financial Management
Massachusetts
$691 +$319 +6 +86%
ECM
602
Everence Capital Management
Indiana
$665 – – –
MA
603
MCF Advisors
Kentucky
$638 – – –
OCM
604
Orion Capital Management
California
$478 +$478 +9 New
WA
605
WestEnd Advisors
North Carolina
$425 +$425 +8 New
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$372 – – –
KFI
607
Key Financial Inc
Pennsylvania
$372 – – –
AWM
608
Abound Wealth Management
Tennessee
$372 – – –
FGAM
609
Financial Gravity Asset Management
Texas
$321 -$4.41K -55 -93%
TWD
610
True Wealth Design
Ohio
$213 – – –
PA
611
PSI Advisors
Florida
$53 – – –
TCOV
612
Trust Company of Vermont
Vermont
$53 – – –
SSA
613
Schonfeld Strategic Advisors
New York
– -$30.2M -514,496 Closed
MAM
614
Martingale Asset Management
Massachusetts
– -$16.6M -282,843 Closed
AF
615
Alerus Financial
North Dakota
– -$13.7M -232,411 Closed
CC
616
Covalis Capital
United Kingdom
– -$12.8M -217,077 Closed
Adage Capital Partners
617
Adage Capital Partners
Massachusetts
– -$11.2M -190,561 Closed
AAF
618
Andra AP-fonden
Sweden
– -$7.51M -127,900 Closed
IG
619
ING Group
Netherlands
– -$5.68M -96,662 Closed
DRP
620
Decade Renewable Partners
Texas
– -$5.23M -89,040 Closed
RBA
621
Richard Bernstein Advisors
New York
– -$2.3M -39,140 Closed
AIM
622
Aquila Investment Management
New York
– -$2.06M -35,000 Closed
SGI
623
Summit Global Investments
Utah
– -$1.97M -33,499 Closed
ZF
624
Zhang Financial
Michigan
– -$1.37M -23,324 Closed
CC
625
Cipher Capital
New York
– -$1.15M -19,623 Closed
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25
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