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CMS Energy

684 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 288 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

28,205% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $155K

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

48% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 195

3% more funds holding

Funds holding: 663684 (+21)

0.62% less ownership

Funds ownership: 93.73%93.11% (-0.62%)

2% less capital invested

Capital invested by funds: $16.9B → $16.6B (-$323M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
684
Holders Change
+21
Holders Change %
+3.17%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
80
Increased
288
Reduced
195
Closed
54
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
STRS Ohio
Ohio
$32.8M -$19.3M -318,276 -37%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$32.4M -$8.81M -145,501 -21%
Citigroup
78
Citigroup
New York
$32.2M +$273K +4,509 +0.8%
BG
79
Bahl & Gaynor
Ohio
$30M +$2.53M +41,822 +9%
M&T Bank
80
M&T Bank
New York
$28.6M +$626K +10,346 +2%
Citadel Advisors
81
Citadel Advisors
Florida
$27.6M -$19.1M -314,996 -40%
YCM
82
Yaupon Capital Management
New York
$27.3M +$8.98M +148,400 +48%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$27.2M +$5.62M +92,820 +25%
National Pension Service
84
National Pension Service
South Korea
$26M +$669K +11,048 +3%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$24M +$3.11M +51,400 +15%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$23.5M +$141K +2,329 +0.6%
Principal Financial Group
87
Principal Financial Group
Iowa
$22.6M -$179K -2,961 -0.8%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$22.1M +$5.44M +89,846 +32%
RAM
89
RWC Asset Management
United Kingdom
$21.5M +$53.4K +883 +0.2%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$21.5M -$41.1M -678,566 -65%
AllianceBernstein
91
AllianceBernstein
Tennessee
$21M +$556K +9,182 +3%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$19.9M -$1.73M -28,537 -8%
BC
93
Bruce & Co
Illinois
$19M +$242K +4,000 +1%
SFI
94
Susquehanna Fundamental Investments
Pennsylvania
$18.7M +$1.17M +19,349 +7%
CGPCS
95
Capital Group Private Client Services
California
$18.5M -$739K -12,202 -4%
AT
96
Avalon Trust
New Mexico
$17.4M +$17.7M +292,075 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$17.4M -$11.9M -196,693 -40%
SEI Investments
98
SEI Investments
Pennsylvania
$17.1M -$239K -3,946 -1%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$17.1M -$139K -2,300 -0.8%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$16.8M +$988K +16,325 +6%