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CMS Energy
CMS

Overview Fund Activity

661 hedge funds and large institutions have $16.9B invested in CMS Energy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
9.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
76
Increased
233
Reduced
232
Closed
39
Calls
$46.1M
Puts
$1.72M
Net Calls
+$44.4M
Net Calls Change
-$1.78M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Prudential Financial
Prudential Financial
New Jersey
$96M
4
First Trust Advisors
First Trust Advisors
Illinois
$71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Capital Research Global Investors
Capital Research Global Investors
California
$166M
3
BlackRock
BlackRock
New York
$1.64B
4
ECM
ExodusPoint Capital Management
New York
$113M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
676
InceptionR
California
– -$307K -5,291 Closed
SM
677
Sciencast Management
New Jersey
– -$302K -5,202 Closed
BL
678
Balentine LLC
Georgia
– -$252K -4,333 Closed
KFA
679
Krane Funds Advisors
New York
– -$249K -4,281 Closed
SI
680
Seeds Investor
New York
– -$242K -4,172 Closed
MIS
681
Morningstar Investment Services
Illinois
– -$241K -4,156 Closed
SCA
682
Snowden Capital Advisors
New York
– -$224K -3,861 Closed
VVP
683
Venture Visionary Partners
Ohio
– -$220K -3,788 Closed
BBWP
684
Beacon Bridge Wealth Partners
Pennsylvania
– -$214K -3,688 Closed
Axa
685
Axa
France
– -$211K -3,633 Closed
PIM
686
Platinum Investment Management
Australia
– -$173K -2,975 Closed
O
687
Ossiam
France
– -$104K -1,792 Closed
ASN
688
Advisory Services Network
Georgia
– -$56.4K -972 Closed
SA
689
Scarborough Advisors
Maryland
– -$29.3K -505 Closed
TSW
690
Thompson Siegel & Walmsley
Virginia
– -$17K -300 Closed
GWS
691
Glassman Wealth Services
Virginia
– -$13.5K -232 Closed
TCWA
692
Turtle Creek Wealth Advisors
Texas
– -$12.4K -214 Closed
GWMIA
693
Global Wealth Management Investment Advisory
Florida
– -$10.3K -177 Closed
NFSG
694
Newbridge Financial Services Group
Florida
– -$6.62K -114 Closed
TWM
695
Tradition Wealth Management
Minnesota
– -$4K -63 Closed
TVAMP
696
Tennessee Valley Asset Management Partners
Tennessee
– -$2.43K -42 Closed
AAP
697
Arax Advisory Partners
Colorado
– -$1.05K -18 Closed
AWM
698
Abound Wealth Management
Tennessee
– -$465 -8 Closed
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