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CMS Energy
CMS

Overview Fund Activity

623 hedge funds and large institutions have $18B invested in CMS Energy in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 197 reducing their positions, and 66 closing their positions.

Holders
623
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
10.53%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
70
Increased
241
Reduced
197
Closed
66
Calls
$7.11M
Puts
$1.07M
Net Calls
+$6.04M
Net Calls Change
-$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$389M
2
BlackRock
2
BlackRock
New York
$1.8B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$292M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$75.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$818M
2
ZP
2
Zimmer Partners
New York
$113M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$417M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$69.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
651
Strategy Asset Managers
California
– – -4,087 Closed
MFS
652
Mirabella Financial Services
United Kingdom
– – -3,880 Closed
BFM
653
Boothbay Fund Management
New York
– – -3,515 Closed
SPWM
654
Spartan Planning & Wealth Management
North Carolina
– – -3,291 Closed
4WM
655
44 Wealth Management
Oregon
– – -3,255 Closed
AC
656
ASB Consultores
Florida
– – -3,221 Closed
BFS
657
Bradley Foster & Sargent
Connecticut
– – -2,959 Closed
CAM
658
Cresset Asset Management
Illinois
– – -2,943 Closed
FWCM
659
Ferguson Wellman Capital Management
Oregon
– – -2,939 Closed
SP
660
Successful Portfolios
Florida
– – -2,932 Closed
NICM
661
Neo Ivy Capital Management
New York
– – -2,920 Closed
AIM
662
AMI Investment Management
Indiana
– – -2,900 Closed
CG
663
Cutler Group
California
– – -645 Closed
AIL
664
AGF Investments LLC
Ontario, Canada
– – -555 Closed
Simplex Trading
665
Simplex Trading
Illinois
– – -506 Closed
MAM
666
Marquette Asset Management
Minnesota
– – -322 Closed
LAS
667
Lloyd Advisory Services
Georgia
– – -300 Closed
TCM
668
Tradewinds Capital Management
Washington
– – -247 Closed
FFA
669
Freedman Financial Associates
Massachusetts
– – -122 Closed
TFO
670
Tarbox Family Office
California
– – -103 Closed
GAM
671
Gemmer Asset Management
California
– – -68 Closed
SSB
672
Sandy Spring Bank
Maryland
– – -65 Closed
SWA
673
SOA Wealth Advisors
New York
– – -51 Closed
Koshinski Asset Management
674
Koshinski Asset Management
Illinois
– – -49 Closed
HDIM
675
Hanson & Doremus Investment Management
Vermont
– – -40 Closed
24 25 26
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