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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 %
PWPS
751
Pinnacle Wealth Planning Services
Ohio
-$255K -3,605 Closed
EFS
752
Essex Financial Services
Connecticut
-$253K -3,567 Closed
WIA
753
World Investment Advisors
California
-$248K -3,518 Closed
SEC
754
Seven Eight Capital
New York
-$241K -3,411 Closed
DM
755
Deerfield Management
New York
-$233K -3,297 Closed
DIA
756
Dana Investment Advisors
Wisconsin
-$221K -3,124 Closed
AO
757
Advisor OS
Illinois
-$216K -3,052 Closed
LSAG
758
Lake Street Advisors Group
New Hampshire
-$215K -3,039 Closed
VAS
759
Vestmark Advisory Solutions
Massachusetts
-$213K -3,017 Closed
DWP
760
Daymark Wealth Partners
Ohio
-$213K -3,009 Closed
SW
761
SkyOak Wealth
Michigan
-$212K -3,000 Closed
BFS
762
Bradley Foster & Sargent
Connecticut
-$208K -2,950 Closed
LP
763
LMR Partners
United Kingdom
-$197K -2,785 Closed
BCP
764
Blue Chip Partners
Michigan
-$105K -1,492 Closed
HGERS
765
Householder Group Estate & Retirement Specialist
Arizona
-$98K -1,393 Closed
Simplex Trading
766
Simplex Trading
Illinois
-$89K -1,273 Closed
AA
767
Alta Advisers
United Kingdom
-$84.8K -1,200 Closed
TPCW
768
TD Private Client Wealth
New York
-$82.6K -1,170 Closed
FCM
769
Fourpath Capital Management
Oklahoma
-$76.8K -1,087 Closed
JIP
770
Jaffetilchin Investment Partners
Florida
-$73.3K -1,038 Closed
CFB
771
Cullen/Frost Bankers
Texas
-$56.5K -800 Closed
VAMG
772
Voisard Asset Management Group
Michigan
-$56.4K -798 Closed
VFA
773
Values First Advisors
Tennessee
-$55.8K -790 Closed
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
-$49K -698 Closed
CFM
775
Catalyst Funds Management
Australia
-$21.2K -300 Closed