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CMS Energy

629 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 202 increasing their positions, 237 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
100
Increased
202
Reduced
237
Closed
76
Calls
$47.9M
Puts
$1.72M
Net Calls
+$46.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
676
Crewe Advisors
Utah
-$121K -2,280 Closed
MIA
677
Milestone Investment Advisors
Wisconsin
-$67.9K -1,278 Closed
AWA
678
Authentikos Wealth Advisory
California
-$54K -1,016 Closed
ANBT
679
American National Bank & Trust
Texas
-$30.7K -578 Closed
HL
680
HeadInvest LLC
Maine
-$26.1K -516 Closed
QL
681
Quarry LP
New York
-$26K -489 Closed
CSPIA
682
Cary Street Partners Investment Advisory
Virginia
-$17.7K -333 Closed
EARNEST Partners
683
EARNEST Partners
Georgia
-$17.7K -333 Closed
HT
684
Headlands Technologies
Illinois
-$16.1K -304 Closed
RTC
685
Riverview Trust Company
Washington
-$11.8K -222 Closed
HWP
686
Hibernia Wealth Partners
Louisiana
-$10.4K -196 Closed
BAAM
687
Baker Avenue Asset Management
California
-$10.1K -191 Closed
SC
688
Steph & Co
Wisconsin
-$8.02K -151 Closed
WTG
689
West Tower Group
Virginia
-$6.06K -114 Closed
CAL
690
Capital Advisors Ltd
Ohio
-$6K -110 Closed
CTWM
691
Cherry Tree Wealth Management
Minnesota
-$5.15K -97 Closed
RTL
692
Red Tortoise LLC
Georgia
-$4.09K -77 Closed
CWP
693
Concord Wealth Partners
Virginia
-$3.29K -62 Closed
SSB
694
Sandy Spring Bank
Maryland
-$3.19K -60 Closed
MCM
695
Magnolia Capital Management
New York
-$2K -38 Closed
SCA
696
Stonebridge Capital Advisors
Minnesota
-$1.97K -37 Closed
WWP
697
WR Wealth Planners
Missouri
-$1.86K -35 Closed
PCTC
698
Perkins Coie Trust Company
Washington
-$1.22K -23 Closed
SS
699
Sunbelt Securities
Texas
-$972 -18 Closed
MIM
700
Macroview Investment Management
Maryland
-$850 -16 Closed