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CMS Energy
CMS

Overview Fund Activity

614 hedge funds and large institutions have $14.6B invested in CMS Energy in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
65
Increased
209
Reduced
239
Closed
69
Calls
$5.74M
Puts
$3.33M
Net Calls
+$2.41M
Net Calls Change
+$10.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$113M
2
American Century Companies
American Century Companies
Missouri
$92.5M
3
Amundi
Amundi
France
$169M
4
ECM
ExodusPoint Capital Management
New York
$170M
5
Capital Research Global Investors
Capital Research Global Investors
California
$294M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$264M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
3
State Street
State Street
Massachusetts
$881M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
651
Morningstar Investment Management
Illinois
– -$211K -3,591 Closed
SSWM
652
Strait & Sound Wealth Management
California
– -$211K -3,589 Closed
PCM
653
Pointe Capital Management
Michigan
– -$207K -3,515 Closed
CI
654
Cigna Investments
Connecticut
– -$204K -3,482 Closed
FSC
655
Full Sail Capital
Oklahoma
– -$202K -3,445 Closed
CGL
656
Clarius Group LLC
Washington
– -$200K -3,411 Closed
HNWA
657
Henrickson Nauta Wealth Advisors
Michigan
– -$200K -3,406 Closed
BCP
658
Blue Chip Partners
Michigan
– -$105K -1,796 Closed
AP
659
Arlington Partners
Alabama
– -$70.9K -1,206 Closed
FA
660
Fiduciary Alliance
South Carolina
– -$70.2K -1,195 Closed
HIA
661
Harbor Investment Advisory
Maryland
– -$67K -1,140 Closed
DGAM
662
Desjardins Global Asset Management
Quebec, Canada
– -$56K -954 Closed
CFO
663
CVA Family Office
Colorado
– -$48.2K -820 Closed
VWM
664
Valley Wealth Managers
New Jersey
– -$29.4K -500 Closed
PI
665
PineBridge Investments
New York
– -$29.3K -499 Closed
SSG
666
Summit Securities Group
New York
– -$22K -381 Closed
TFP
667
Tilia Fiduciary Partners
North Carolina
– -$19.7K -335 Closed
IGWM
668
ICA Group Wealth Management
Colorado
– -$15.3K -261 Closed
SF
669
Safeguard Financial
Wisconsin
– -$13K -230 Closed
TFA
670
Toth Financial Advisory
Virginia
– -$8.7K -148 Closed
GEA
671
Glen Eagle Advisors
New Jersey
– -$5.88K -100 Closed
CT
672
Cambridge Trust
Massachusetts
– -$5.88K -100 Closed
BSB
673
Bangor Savings Bank
Maine
– -$5.17K -88 Closed
IBOK
674
Independence Bank of Kentucky
Kentucky
– -$4.64K -79 Closed
EC
675
Elequin Capital
New York
– -$4.23K -72 Closed
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