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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$761M
2
GQG Partners
GQG Partners
Florida
$240M
3
BlackRock
BlackRock
New York
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
5
Deutsche Bank
Deutsche Bank
Germany
$318M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
American Century Companies
American Century Companies
Missouri
$19.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$162M
4
SCP
Soroban Capital Partners
New York
$13.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
626
Mattson Financial Services
Michigan
$10.7K – – –
TCOV
627
Trust Company of Vermont
Vermont
$10.5K +$10.5K +149 New
GKIM
628
GW&K Investment Management
Massachusetts
$10K +$68 +1 +0.7%
CPA
629
Capital Performance Advisors
California
$9.96K +$9.96K +141 New
HPC
630
HM Payson & Co
Maine
$9.54K +$1.41K +20 +17%
CFFP
631
Center for Financial Planning
Michigan
$9.01K +$2.46K +35 +38%
AP
632
Aspect Partners
Virginia
$8.9K – – –
SIS
633
Sound Income Strategies
Florida
$8.56K +$707 +10 +9%
PWMG
634
Prestige Wealth Management Group
New Jersey
$8.55K – – –
AWM
635
Atticus Wealth Management
Florida
$8.48K – – –
JWA
636
JFS Wealth Advisors
Pennsylvania
$8.48K +$1.63K +23 +24%
HWM
637
HighMark Wealth Management
Minnesota
$8.33K -$1.84K -26 -18%
UB
638
UMB Bank
Missouri
$8.33K +$706 +10 +9%
NC
639
nVerses Capital
Florida
$7.06K +$7.06K +100 New
MHR
640
Matthew Hamilton Rosenberg
$6.5K – – –
S
641
Sachetta
Massachusetts
$6.43K – – –
WT
642
Washington Trust
Rhode Island
$6.43K +$212 +3 +3%
VWWMG
643
Vermillion & White Wealth Management Group
Pennsylvania
$5.51K – – –
TH
644
TCTC Holdings
Texas
$5.16K – – –
FFO
645
Fortitude Family Office
Arizona
$4.94K – – –
CMBA
646
C.M. Bidwell & Associates
Hawaii
$4.87K +$4.87K +69 New
PFG
647
Peterson Financial Group
Iowa
$4.65K +$4.65K +66 New
CSB
648
City State Bank
Iowa
$4.59K – – –
GEA
649
Glen Eagle Advisors
New Jersey
$4.31K – – –
DF
650
Dunhill Financial
United Kingdom
$4.21K +$2.25K +32 +114%
24 25
26
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