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CMS Energy

635 hedge funds and large institutions have $17.2B invested in CMS Energy in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $589K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 197

28% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $15.6B → $17.2B (+$1.6B)

1.29% more ownership

Funds ownership: 92.67%93.96% (+1.3%)

1% more funds holding

Funds holding: 627635 (+8)

Holders
635
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
10.21%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
257
Reduced
197
Closed
67
Calls
$6.31M
Puts
$589K
Net Calls
+$5.72M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
TPM
676
Triasima Portfolio Management
Quebec, Canada
-$250K -4,300 Closed
FNBOMD
677
First National Bank of Mount Dora
Florida
-$235K -4,028 Closed
WFI
678
West Family Investments
California
-$230K -3,949 Closed
AWM
679
Apollon Wealth Management
South Carolina
-$217K -3,734 Closed
SIM
680
Sentry Investment Management
Wisconsin
-$114K -1,956 Closed
DAC
681
Dividend Assets Capital
South Carolina
-$96K -1,426 Closed
GWSG
682
GPS Wealth Strategies Group
Colorado
-$59K -1,015 Closed
CM
683
Cornerstone Management
Georgia
-$58.7K -1,008 Closed
HGERS
684
Householder Group Estate & Retirement Specialist
Arizona
-$34K -600 Closed
M
685
MOTCO
Texas
-$29K -500 Closed
PFPT
686
Pinnacle Financial Partners (Tennessee)
Tennessee
-$13K -222 Closed
CL
687
COWA LLC
Oklahoma
-$10K -173 Closed
EIP
688
Ellis Investment Partners
Pennsylvania
-$6K -120 Closed
LS
689
Leelyn Smith
Illinois
-$7K -120 Closed
AIP
690
Almanack Investment Partners
Pennsylvania
-$7K -114 Closed
CTB
691
Country Trust Bank
Illinois
-$6K -100 Closed
BONH
692
Bank of New Hampshire
New Hampshire
-$4K -77 Closed
EC
693
EdgeRock Capital
Colorado
-$4K -62 Closed
FCB
694
First Command Bank
Texas
-$3K -57 Closed
FCFS
695
First Command Financial Services
Texas
-$3K -57 Closed
MWM
696
Mascoma Wealth Management
New Hampshire
-$3K -45 Closed
EW
697
Evoke Wealth
California
-$3K -44 Closed
LWCFA
698
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -36 Closed
IWP
699
IAG Wealth Partners
Wisconsin
-$2K -34 Closed
ST
700
Smithfield Trust
Pennsylvania
-$2K -28 Closed