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CMS Energy
CMS

Overview Fund Activity

700 hedge funds and large institutions have $19.9B invested in CMS Energy in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+21
Holders Change %
+3.09%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
88
Increased
271
Reduced
230
Closed
60
Calls
$54.2M
Puts
$720K
Net Calls
+$53.5M
Net Calls Change
+$9.81M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$761M
2
GQG Partners
GQG Partners
Florida
$240M
3
BlackRock
BlackRock
New York
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
5
Deutsche Bank
Deutsche Bank
Germany
$318M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
American Century Companies
American Century Companies
Missouri
$19.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$162M
4
SCP
Soroban Capital Partners
New York
$13.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
126
Nicholas Company
Wisconsin
$11.8M – – –
HAI
127
Hennessy Advisors Inc
California
$11.7M -$459K -6,500 -4%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$11.6M +$85.1K +1,205 +0.7%
OAC
129
OMERS Administration Corp
Ontario, Canada
$11.5M – – –
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.4M -$541K -7,657 -5%
FAT
131
First American Trust
California
$11.4M -$1.48M -20,936 -12%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$11.3M -$205K -2,900 -2%
WCA
133
Waratah Capital Advisors
Ontario, Canada
$10.9M +$10.9M +154,631 New
SCM
134
Sterling Capital Management
North Carolina
$10.9M +$10.9M +154,605 New
SG Americas Securities
135
SG Americas Securities
New York
$10.8M +$3.81M +53,907 +54%
WHG
136
Westwood Holdings Group
Texas
$10.8M -$3.35M -47,494 -24%
New York State Common Retirement Fund
137
New York State Common Retirement Fund
New York
$10.6M -$2.13M -30,134 -17%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$10.1M -$2.14M -30,267 -17%
GCM
139
Greenland Capital Management
New York
$10.1M -$7.71M -109,130 -43%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$9.76M +$4.38M +62,054 +81%
BCM
141
Brasada Capital Management
Texas
$9.62M +$269K +3,782 +3%
PAM
142
Panagora Asset Management
Massachusetts
$9.31M +$5.28M +74,745 +131%
Comerica Bank
143
Comerica Bank
Texas
$9.26M -$255K -3,610 -3%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$9.19M +$37.4K +530 +0.4%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$9.11M +$74.4K +1,055 +0.8%
HR
146
Howe & Rusling
New York
$9.08M +$19.8K +281 +0.2%
NEAM
147
New England Asset Management
Connecticut
$8.91M +$38.5K +545 +0.4%
LOAME
148
Lombard Odier Asset Management (Europe)
United Kingdom
$8.88M -$3.95M -55,886 -31%
EAM
149
Eventide Asset Management
Massachusetts
$8.81M -$23.7K -336 -0.3%
MCM
150
Mattern Capital Management
Colorado
$8.72M +$8.69K +123 +0.1%
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