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CMS Energy
CMS

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
626
Trust Company of Vermont
Vermont
$61 – – –
Capital World Investors
627
Capital World Investors
California
– -$53.4M -843,726 Closed
SI
628
Scout Investments
Missouri
– -$17.7M -279,990 Closed
ADEF
629
Adams Diversified Equity Fund
Maryland
– -$15.4M -242,800 Closed
RPI
630
Railway Pension Investments
United Kingdom
– -$11M -173,400 Closed
T. Rowe Price Investment Management
631
T. Rowe Price Investment Management
Maryland
– -$10.4M -164,540 Closed
BFG
632
Berger Financial Group
Minnesota
– -$4.77M -75,325 Closed
CIS
633
Capital International Sarl
California
– -$3.02M -47,669 Closed
BA
634
Bridgewater Associates
Connecticut
– -$2.83M -44,669 Closed
GCM
635
Greenland Capital Management
New York
– -$2.5M -39,429 Closed
EP
636
Edgestream Partners
New Jersey
– -$2.18M -34,429 Closed
BA
637
Bellwether Advisors
Nebraska
– -$1.71M -26,940 Closed
N
638
Natixis
France
– -$1.66M -26,258 Closed
AIC
639
Aurora Investment Counsel
Georgia
– -$825K -13,033 Closed
TC
640
Toews Corporation
New Jersey
– -$785K -12,400 Closed
USAA
641
United Services Automobile Association
Texas
– -$672K -10,609 Closed
AC
642
Allstate Corporation
Illinois
– -$492K -7,766 Closed
HVIA
643
Hudson Valley Investment Advisors
New York
– -$455K -7,184 Closed
IAIM
644
International Assets Investment Management
Florida
– -$438K -6,921 Closed
RAG
645
RIA Advisory Group
Iowa
– -$408K -6,440 Closed
VI
646
Versor Investments
New York
– -$404K -6,376 Closed
CIM
647
Contravisory Investment Management
Massachusetts
– -$367K -5,797 Closed
SI
648
Stephens Inc
Arkansas
– -$337K -5,314 Closed
QI
649
Qtron Investments
Massachusetts
– -$294K -4,637 Closed
UCFA
650
United Capital Financial Advisors
Texas
– -$273K -4,303 Closed
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