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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
601
Vermillion & White Wealth Management Group
Pennsylvania
$4.71K – – –
WB
602
Webster Bank
Connecticut
$4.71K +$4.71K +78 New
JWA
603
JFS Wealth Advisors
Pennsylvania
$4.47K -$724 -12 -14%
TH
604
TCTC Holdings
Texas
$4.41K – – –
FFO
605
Fortitude Family Office
Arizona
$4.22K -$1.51K -25 -26%
CSB
606
City State Bank
Iowa
$4K – – –
MSG
607
Main Street Group
Virginia
$3.77K +$60 +1 +2%
EBA
608
Eagle Bay Advisors
New York
$3.24K – – –
BIA
609
Bell Investment Advisors
California
$3.2K – – –
UB
610
UMB Bank
Missouri
$3.02K – – –
FDCDDQ
611
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66K – – –
OA
612
Operose Advisors
Wisconsin
$2.66K – – –
CPG
613
Cornerstone Planning Group
New Jersey
$2.65K +$677 +11 +34%
RWM
614
Ruedi Wealth Management
Illinois
$2.6K – – –
TCA
615
Trifecta Capital Advisors
Illinois
$2.54K – – –
BWAM
616
Boyd Watterson Asset Management
Ohio
$2.35K – – –
FRA
617
Frank Rimerman Advisors
California
$2.23K – – –
WWP
618
WR Wealth Planners
Missouri
$2.11K +$2.11K +35 New
AW
619
Avion Wealth
Texas
$2K – – –
CMP
620
Coston McIsaac & Partners
Maine
$2K – – –
LF
621
LifeSteps Financial
California
$1.87K +$1.87K +31 New
CFFP
622
Center for Financial Planning
Michigan
$1.63K -$12.1K -200 -88%
CWC
623
Carolinas Wealth Consulting
North Carolina
$1.57K – – –
PPC
624
Park Place Capital
Alabama
$1.51K – – –
SSB
625
Sandy Spring Bank
Maryland
$1.51K +$1.51K +25 New
23 24
25
26 27