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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$761M
2
GQG Partners
GQG Partners
Florida
$240M
3
BlackRock
BlackRock
New York
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
5
Deutsche Bank
Deutsche Bank
Germany
$318M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
American Century Companies
American Century Companies
Missouri
$19.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$162M
4
SCP
Soroban Capital Partners
New York
$13.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
651
Chilton Capital Management
Texas
$3.67K +$3.67K +52 New
IAIM
652
International Assets Investment Management
Florida
$3.61K +$3.61K +254,833 New
CPG
653
Cornerstone Planning Group
New Jersey
$3.48K +$417 +6 +14%
EBA
654
Eagle Bay Advisors
New York
$3.36K -$420 -6 -11%
BIA
655
Bell Investment Advisors
California
$3.11K -$636 -9 -17%
OA
656
Operose Advisors
Wisconsin
$3.11K – – –
CTC
657
Central Trust Company
Missouri
$3.04K – – –
RWM
658
Ruedi Wealth Management
Illinois
$3.04K -$71 -1 -2%
TCA
659
Trifecta Capital Advisors
Illinois
$2.97K – – –
BWAM
660
Boyd Watterson Asset Management
Ohio
$2.76K – – –
WWP
661
WR Wealth Planners
Missouri
$2.47K – – –
MSG
662
Main Street Group
Virginia
$2.4K – – –
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$2.19K +$212 +3 +11%
CWC
664
Carolinas Wealth Consulting
North Carolina
$2.19K +$353 +5 +19%
AIC
665
Archer Investment Corporation
Indiana
$2.14K +$2.14K +30 New
AW
666
Avion Wealth
Texas
$2K +$444 +8 +29%
PCWA
667
Pacific Capital Wealth Advisors
California
$1.77K +$1.77K +25 New
LFG
668
Larson Financial Group
Missouri
$1.72K +$430 +6 +33%
PWMG
669
Private Wealth Management Group
New Jersey
$1.7K +$141 +2 +9%
ETS
670
ESL Trust Services
New York
$1.55K – – –
IHWM
671
Iron Horse Wealth Management
Iowa
$1.41K – – –
AWM
672
Avior Wealth Management
Nebraska
$1.34K -$494 -7 -27%
SL
673
Salomon & Ludwin
Virginia
$1.27K – – –
TWD
674
True Wealth Design
Ohio
$1.06K +$141 +2 +15%
TFA
675
Transamerica Financial Advisors
Florida
$1K – – –
25 26
27
28 29