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CMS Energy
CMS

Overview Fund Activity

624 hedge funds and large institutions have $15.6B invested in CMS Energy in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 200 reducing their positions, and 57 closing their positions.

Holders
624
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
64
Increased
246
Reduced
200
Closed
57
Calls
$7.78M
Puts
$6.4M
Net Calls
+$1.38M
Net Calls Change
-$4.66M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$233M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.05B
3
Ameriprise
3
Ameriprise
Minnesota
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$90.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$266M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$243M
3
CIA
3
ClearBridge Investments (Australia)
Australia
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.5M
5
Franklin Resources
5
Franklin Resources
California
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
651
Siemens Fonds Invest
Germany
– – -2,974 Closed
ESB
652
Essex Savings Bank
Connecticut
– – -2,962 Closed
RIA
653
Regal Investment Advisors
Michigan
– – -2,958 Closed
CA
654
CoreCap Advisors
Michigan
– – -2,567 Closed
SWM
655
SeaCrest Wealth Management
New York
– – -1,037 Closed
CI
656
CX Institutional
Indiana
– – -952 Closed
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
– – -949 Closed
CWM
658
Curi Wealth Management
North Carolina
– – -339 Closed
CIM
659
Chiron Investment Management
New York
– – -301 Closed
AA
660
Addison Advisors
Vermont
$0 8 -240 -97%
RG
661
Retirement Group
California
– – -202 Closed
GWMIA
662
Global Wealth Management Investment Advisory
Florida
– – -177 Closed
Group One Trading
663
Group One Trading
Illinois
– – -169 Closed
CWP
664
Concord Wealth Partners
Virginia
– – -139 Closed
VRM
665
Vectors Research Management
New York
– – -110 Closed
GKIM
666
GW&K Investment Management
Massachusetts
– – -37 Closed
AIM
667
Anchor Investment Management
South Carolina
– – -32 Closed
TH
668
TCTC Holdings
Texas
– – -21 Closed
CHA
669
Carmichael Hill & Associates
Maryland
– – -21 Closed
FBT
670
First Bank & Trust
South Dakota
– – -19 Closed
CCM
671
Cribstone Capital Management
Maine
– – -14 Closed
SFG
672
Steward Financial Group
Texas
– – -13 Closed
ACK
673
Andrew C. Karlinski
– – -8 Closed
Capstone Investment Advisors
674
Capstone Investment Advisors
New York
– – -3 Closed
AW
675
ACG Wealth
Georgia
– – -1 Closed
24 25 26
27
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