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CMS Energy

684 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 288 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

28,205% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $155K

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

48% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 195

3% more funds holding

Funds holding: 663684 (+21)

0.62% less ownership

Funds ownership: 93.73%93.11% (-0.62%)

2% less capital invested

Capital invested by funds: $16.9B → $16.6B (-$323M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
684
Holders Change
+21
Holders Change %
+3.17%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
80
Increased
288
Reduced
195
Closed
54
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
651
BOK Financial
Oklahoma
$1.31K +$1.33K +22 New
ETS
652
ESL Trust Services
New York
$1.31K +$1.33K +22 New
IHWM
653
Iron Horse Wealth Management
Iowa
$1.19K
LFG
654
Larson Financial Group
Missouri
$1.09K +$242 +4 +29%
PCMC
655
Planning Capital Management Corporation
Pennsylvania
$1.07K
SL
656
Salomon & Ludwin
Virginia
$1.07K
AW
657
Avion Wealth
Texas
$1K
PCM
658
Penserra Capital Management
California
$1K
TFA
659
Transamerica Financial Advisors
Florida
$1K
SFCL
660
Strengthening Families & Communities LLC
Massachusetts
$1K +$545 +9 New
FW
661
Fairway Wealth
Ohio
$952 +$968 +16 New
TWD
662
True Wealth Design
Ohio
$774 +$363 +6 +86%
OWA
663
Opal Wealth Advisors
New York
$774 +$787 +13 New
ECM
664
Everence Capital Management
Indiana
$759
FNWA
665
Financial Network Wealth Advisors
Utah
$714 +$726 +12 New
CAM
666
ClariVest Asset Management
California
$660
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$600 -$16.4K -271 -96%
DWA
668
Delos Wealth Advisors
Texas
$596
WWM
669
Wolff Wiese Magana
California
$596 +$605 +10 New
CFD
670
Creative Financial Designs
Indiana
$595
NL
671
NVWM LLC
Pennsylvania
$595 +$303 +5 +100%
OCM
672
Orion Capital Management
California
$536
JWM
673
Janiczek Wealth Management
Colorado
$417
KFI
674
Key Financial Inc
Pennsylvania
$417
RAM
675
Riggs Asset Management
Pennsylvania
$298