We are live on ! Find out more
CMS icon

CMS Energy

799 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

26% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.62% (+0.1%)

0% less funds holding

Funds holding: 801799 (-2)

Holders
799
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
310
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$73.5M -$9.92M -133,696 -12%
Aviva
52
Aviva
United Kingdom
$72.6M +$5.41M +72,944 +8%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$70.9M +$2.74M +36,901 +4%
UM
54
UniSuper Management
Australia
$70.5M +$584K +7,869 +0.9%
Swiss National Bank
55
Swiss National Bank
Switzerland
$69.3M +$5.4M +72,800 +9%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$62.8M -$3.76M -50,702 -6%
AQR Capital Management
57
AQR Capital Management
Connecticut
$61.3M +$9.34M +125,796 +19%
EIP
58
Energy Income Partners
Connecticut
$60.1M +$3.93M +52,952 +7%
SG Americas Securities
59
SG Americas Securities
New York
$57.1M +$29.7M +400,318 +119%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$54.8M -$2.33M -31,364 -4%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$53.6M +$4.24M +57,184 +9%
VGA
62
Vanguard Global Advisers
Pennsylvania
$51.8M +$49.5M +667,124 New
IG
63
ING Group
Netherlands
$51M -$45M -605,810 -48%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$50.6M -$1.47M -19,843 -3%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$49.1M -$9.57M -128,881 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$48.4M +$38.6M +519,723 +497%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$45.6M +$1.69M +22,822 +4%
VAM
68
Vanguard Asset Management
$45.5M +$43.5M +586,703 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$45.4M +$2.18M +29,316 +5%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$44.8M +$484K +6,522 +1%
MHI
71
Miller Howard Investments
New York
$43.7M -$1.06M -14,312 -2%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$41.7M -$2.3M -31,016 -5%
FFM
73
Fisher Funds Management
New Zealand
$40.8M +$1.28M +17,189 +3%
PGH
74
Partners Group Holding
Switzerland
$38.6M -$70K -943 -0.2%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$38M -$17.7M -238,815 -33%