CMS icon

CMS Energy
CMS

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$451M
2
DZ Bank
DZ Bank
Germany
+$191M
3
BlackRock
BlackRock
New York
+$170M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Amundi
Amundi
France
+$58M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$118M
3
ZP
Zimmer Partners
New York
-$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$91.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
626
WestEnd Advisors
North Carolina
$232 -$232 -4 -50%
RS
627
Rakuten Securities
Japan
$116 +$116 +2 New
PA
628
PSI Advisors
Florida
$58 – – –
DWM
629
Dogwood Wealth Management
Kansas
$3 – – –
Balyasny Asset Management
630
Balyasny Asset Management
Illinois
– -$91.3M -1,719,841 Closed
ESCM
631
Echo Street Capital Management
New York
– -$52.9M -996,192 Closed
VNIM
632
Vaughan Nelson Investment Management
Texas
– -$23M -433,070 Closed
CSS
633
Cubist Systematic Strategies
Connecticut
– -$18M -339,658 Closed
PI
634
Putnam Investments
Massachusetts
– -$15.3M -288,141 Closed
SFI
635
Susquehanna Fundamental Investments
Pennsylvania
– -$13.7M -258,291 Closed
Hudson Bay Capital Management
636
Hudson Bay Capital Management
Connecticut
– -$12.9M -242,264 Closed
LIP
637
Lighthouse Investment Partners
Florida
– -$10M -188,834 Closed
KWILP
638
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$9.66M -181,909 Closed
Two Sigma Investments
639
Two Sigma Investments
New York
– -$4.78M -89,930 Closed
QCM
640
Qsemble Capital Management
New York
– -$4.08M -76,800 Closed
IIM
641
Intact Investment Management
Quebec, Canada
– -$3.12M -58,700 Closed
SFM
642
Soros Fund Management
New York
– -$2.92M -55,000 Closed
WAM
643
Wakefield Asset Management
Colorado
– -$2.31M -43,418 Closed
GQG Partners
644
GQG Partners
Florida
– -$2.13M -40,042 Closed
Tudor Investment Corp
645
Tudor Investment Corp
Connecticut
– -$1.96M -36,982 Closed
DIA
646
Dean Investment Associates
Ohio
– -$1.86M -35,020 Closed
AC
647
AXQ Capital
New Jersey
– -$1.75M -33,000 Closed
ECM
648
Element Capital Management
New York
– -$1.7M -31,967 Closed
TI
649
Trexquant Investment
Connecticut
– -$1.51M -28,495 Closed
WCA
650
Waratah Capital Advisors
Ontario, Canada
– -$1.44M -27,043 Closed
24 25
26
27 28