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CMS Energy
CMS

Overview Fund Activity

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.

Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.42%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$950M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$649M
3
ZP
3
Zimmer Partners
New York
$89.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$74.3M
5
BlackRock
5
BlackRock
New York
$2.09B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$6.27M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$14.2M
3
Amundi
3
Amundi
France
$187M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.71B
5
Franklin Resources
5
Franklin Resources
California
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
776
Golden State Equity Partners
California
– – -221 Closed
CPA
777
Capital Performance Advisors
California
– – -141 Closed
NC
778
nVerses Capital
Florida
– – -100 Closed
CCM
779
Chilton Capital Management
Texas
– – -52 Closed
OA
780
Operose Advisors
Wisconsin
– – -44 Closed
WWP
781
WR Wealth Planners
Missouri
– – -35 Closed
PCWA
782
Pacific Capital Wealth Advisors
California
– – -25 Closed
CAS
783
Coppell Advisory Solutions
Texas
– – -14 Closed
SFCL
784
Strengthening Families & Communities LLC
Massachusetts
– – -9 Closed
CIAS
785
CBIZ Investment Advisory Services
Ohio
– – -7 Closed
USB
786
Union Savings Bank
Connecticut
– – -5 Closed
CA
787
Claris Advisors
Missouri
– – -5 Closed
WA
788
WestEnd Advisors
North Carolina
– – -4 Closed
TFA
789
Transamerica Financial Advisors
Florida
– – -1 Closed
MFG
790
Mendota Financial Group
Wisconsin
– – -1 Closed
WBC
791
West Branch Capital
Massachusetts
– – -1 Closed
AWM
792
Activest Wealth Management
Florida
– – – –
PEAK6
793
PEAK6
Illinois
– – – –
DWM
794
Dogwood Wealth Management
Kansas
– – – –
Parallax Volatility Advisers
795
Parallax Volatility Advisers
California
– – – –
Group One Trading
796
Group One Trading
Illinois
– – – –
Citadel Advisors
797
Citadel Advisors
Florida
– – – –
WTFG
798
Wood Tarver Financial Group
Idaho
$0 2 +2 New
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