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CMS Energy
CMS

Overview Fund Activity

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$410M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.49B
3
Deutsche Bank
3
Deutsche Bank
Germany
$212M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$41.4M
2
State Street
2
State Street
Massachusetts
$956M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$73M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
626
Glen Eagle Advisors
New Jersey
$3.63K 61 +61 New
SSB
627
Sandy Spring Bank
Maryland
$3.22K 54 +29 +116%
EBA
628
Eagle Bay Advisors
New York
$3.19K 54 – –
BIA
629
Bell Investment Advisors
California
$3.16K 53 – –
CPG
630
Cornerstone Planning Group
New Jersey
$2.84K 44 +1 +2%
OA
631
Operose Advisors
Wisconsin
$2.62K 44 – –
RWM
632
Ruedi Wealth Management
Illinois
$2.62K 44 +1 +2%
CTC
633
Central Trust Company
Missouri
$2.56K 43 -38 -47%
TCA
634
Trifecta Capital Advisors
Illinois
$2.5K 42 – –
BWAM
635
Boyd Watterson Asset Management
Ohio
$2.32K 39 – –
WWP
636
WR Wealth Planners
Missouri
$2.08K 35 – –
CMP
637
Coston McIsaac & Partners
Maine
$2K 38 – –
MSG
638
Main Street Group
Virginia
$2K 34 -29 -46%
DF
639
Dunhill Financial
United Kingdom
$1.68K 28 +6 +27%
DPW
640
DiNuzzo Private Wealth
Pennsylvania
$1.67K 28 +10 +56%
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$1.67K 28 +14 +100%
CWC
642
Carolinas Wealth Consulting
North Carolina
$1.55K 26 – –
AWM
643
Avior Wealth Management
Nebraska
$1.55K 26 -461 -95%
RCM
644
Richardson Capital Management
Wisconsin
$1.49K 25 +25 New
UWS
645
Unique Wealth Strategies
Illinois
$1.39K 23 +23 New
PWMG
646
Private Wealth Management Group
New Jersey
$1.31K 22 – –
ETS
647
ESL Trust Services
New York
$1.31K 22 +22 New
BF
648
BOK Financial
Oklahoma
$1.31K 22 +22 New
IHWM
649
Iron Horse Wealth Management
Iowa
$1.19K 20 – –
LFG
650
Larson Financial Group
Missouri
$1.09K 18 +4 +29%
24 25
26
27 28