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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 %
FGAM
626
Financial Gravity Asset Management
Texas
$1.45K +$969 +16 +200%
A
627
AlphaQuest
New York
$1.39K +$1.39K +23 New
DF
628
Dunhill Financial
United Kingdom
$1.35K +$184 +3 +16%
PWMG
629
Private Wealth Management Group
New Jersey
$1.33K – – –
IHWM
630
Iron Horse Wealth Management
Iowa
$1.21K – – –
AT
631
Arlington Trust
Alabama
$1.21K +$1.21K +20 New
RFG
632
RFP Financial Group
Georgia
$1.21K +$1.21K +20 New
CTWM
633
Cherry Tree Wealth Management
Minnesota
$1.15K +$1.15K +19 New
PCMC
634
Planning Capital Management Corporation
Pennsylvania
$1.09K – – –
DPW
635
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$60 +1 +6%
SL
636
Salomon & Ludwin
Virginia
$1.09K – – –
TAM
637
Tucker Asset Management
Colorado
$1.03K – – –
PCM
638
Penserra Capital Management
California
$1K -$55.3K -1,328 -98%
TFA
639
Transamerica Financial Advisors
Florida
$1K – – –
LFG
640
Larson Financial Group
Missouri
$852 – – –
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$845 +$845 +14 New
ECM
642
Everence Capital Management
Indiana
$756 – – –
S
643
Sachetta
Massachusetts
$755 – – –
CAM
644
ClariVest Asset Management
California
$659 – – –
DWA
645
Delos Wealth Advisors
Texas
$604 +$604 +10 New
CFD
646
Creative Financial Designs
Indiana
$603 +$603 +10 New
OCM
647
Orion Capital Management
California
$543 – – –
TWD
648
True Wealth Design
Ohio
$423 +$181 +3 +75%
JWM
649
Janiczek Wealth Management
Colorado
$423 +$423 +7 New
KFI
650
Key Financial Inc
Pennsylvania
$422 – – –
24 25
26
27 28