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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
701
Financial Management Professionals
Texas
$333
SMAM
702
Sugar Maple Asset Management
Wisconsin
$333 +$333 +5 New
PWM
703
Parkworth Wealth Management
California
$333 +$333 +5 New
AWM
704
Abound Wealth Management
Tennessee
$258 +$258 +4 New
TFM
705
TFC Financial Management
Massachusetts
$67
PA
706
PSI Advisors
Florida
$67
FLP
707
Financial Life Planners
Arizona
$24
YCM
708
Yaupon Capital Management
New York
-$23.6M -334,807 Closed
IAIM
709
International Assets Investment Management
Florida
-$3.61K -254,833 Closed
SCP
710
Soroban Capital Partners
New York
-$13.6M -192,695 Closed
WCA
711
Waratah Capital Advisors
Ontario, Canada
-$10.9M -154,631 Closed
GCM
712
Greenland Capital Management
New York
-$10.1M -142,490 Closed
EAM
713
Eventide Asset Management
Massachusetts
-$8.81M -124,697 Closed
DS
714
DRW Securities
Illinois
-$8.38M -118,681 Closed
VLKIM
715
Van Lanschot Kempen Investment Management
Netherlands
-$6.54M -92,569 Closed
Calamos Advisors
716
Calamos Advisors
Illinois
-$5.84M -82,730 Closed
AIM
717
Ausbil Investment Management
Australia
-$5.4M -76,500 Closed
VFM
718
Viking Fund Management
North Dakota
-$4.24M -60,000 Closed
BCM
719
Bayesian Capital Management
New York
-$3.65M -51,700 Closed
NS
720
NBC Securities
Alabama
-$3.17M -44,947 Closed
ET
721
Entropy Technologies
New York
-$3.07M -43,453 Closed
JFG
722
Jefferies Financial Group
New York
-$2.69M -38,099 Closed
CCM
723
Cox Capital Management
Massachusetts
-$2.51M -35,582 Closed
BOSSRA
724
B.O.S.S. Retirement Advisors
Utah
-$1.72M -24,399 Closed
AC
725
AXQ Capital
New Jersey
-$1.56M -22,107 Closed