CMS icon

CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
601
Coston McIsaac & Partners
Maine
$2K +$2K +38 New
CPG
602
Cornerstone Planning Group
New Jersey
$1.86K -$465 -8 -20%
CAS
603
Coppell Advisory Solutions
Texas
$1.68K +$1.68K +29 New
CWC
604
Carolinas Wealth Consulting
North Carolina
$1.51K
PPC
605
Park Place Capital
Alabama
$1.45K -$23.5K -404 -94%
PWMG
606
Private Wealth Management Group
New Jersey
$1.28K +$1.28K +22 New
IHWM
607
Iron Horse Wealth Management
Iowa
$1.16K
CTA
608
Colonial Trust Advisors
South Carolina
$1.1K +$232 +4 +27%
BWM
609
Baystate Wealth Management
Massachusetts
$1.09K
DF
610
Dunhill Financial
United Kingdom
$1.09K +$1.09K +19 New
AAP
611
Arax Advisory Partners
Colorado
$1.05K -$4.24K -73 -80%
PCMC
612
Planning Capital Management Corporation
Pennsylvania
$1.05K +$1.05K +18 New
TFA
613
Transamerica Financial Advisors
Florida
$1K
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$988 +$988 +17 New
TAM
615
Tucker Asset Management
Colorado
$987
SL
616
Salomon & Ludwin
Virginia
$956
LFG
617
Larson Financial Group
Missouri
$813
S
618
Sachetta
Massachusetts
$755 +$755 +13 New
FGAM
619
Financial Gravity Asset Management
Texas
$666 +$333 +4 +100%
CAM
620
ClariVest Asset Management
California
$638 +$638 +11 New
OCM
621
Orion Capital Management
California
$523
AWM
622
Abound Wealth Management
Tennessee
$465 +$58 +1 +14%
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$406
KFI
624
Key Financial Inc
Pennsylvania
$406
TWD
625
True Wealth Design
Ohio
$233