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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
651
NinePointTwo Capital
California
– -$267K -4,223 Closed
PFM
652
Patton Fund Management
Texas
– -$214K -3,385 Closed
MA
653
MKT Advisors
California
– -$214K -3,270 Closed
SYBT
654
Stock Yards Bank & Trust
Kentucky
– -$203K -3,209 Closed
FIM
655
FWL Investment Management
Texas
– -$142K -2,250 Closed
MCC
656
Money Concepts Capital
Florida
– -$89.6K -1,415 Closed
USCWA
657
U.S. Capital Wealth Advisors
Texas
– -$84.5K -1,334 Closed
DCM
658
Dupont Capital Management
Delaware
– -$61.7K -975 Closed
AS
659
Altshuler Shaham
Israel
– -$48.3K -763 Closed
CG
660
Cutler Group
California
– -$42K -664 Closed
GPI
661
General Partner Inc
Pennsylvania
– -$20.2K -319 Closed
MWM
662
MinichMacGregor Wealth Management
New York
– -$18.6K -294 Closed
SC
663
Seldon Capital
California
– -$8.74K -138 Closed
MAM
664
Meeder Asset Management
Ohio
– -$8.68K -137 Closed
RBC
665
Romano Brothers & Co
Illinois
– -$6.65K -105 Closed
BWL
666
Bogart Wealth LLC
Virginia
– -$6.33K -100 Closed
NSB
667
Norway Savings Bank
Maine
– -$5.57K -88 Closed
CSWM
668
Cassady Schiller Wealth Management
Ohio
– -$4.94K -78 Closed
PP
669
PrairieView Partners
Minnesota
– -$4K -75 Closed
FGAM
670
Financial Gravity Asset Management
Texas
– -$436 -63 Closed
CS
671
Comerica Securities
Michigan
– -$3.93K -62 Closed
SC
672
Sierra Capital
Florida
– -$4K -56 Closed
AWM
673
Accurate Wealth Management
Florida
– -$3.26K -50 Closed
SWM
674
Sugarloaf Wealth Management
Georgia
– -$946 -15 Closed
TCWA
675
Ten Capital Wealth Advisors
Washington
– -$823 -13 Closed
24 25 26
27
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