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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.7B invested in CMS Energy in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 250 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
65
Increased
250
Reduced
196
Closed
58
Calls
$4.15M
Puts
$3.86M
Net Calls
+$292K
Net Calls Change
-$5.43M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
State Street
State Street
Massachusetts
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
5
Capital Research Global Investors
Capital Research Global Investors
California
$286M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$16.8M
2
Capital World Investors
Capital World Investors
California
$0
3
BlackRock
BlackRock
New York
$1.64B
4
SSA
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
151
Eventide Asset Management
Massachusetts
$6.91M -$5.09M -82,969 -42%
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$6.39M -$301K -4,907 -5%
SEI Investments
153
SEI Investments
Pennsylvania
$6.38M +$643K +10,483 +11%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$6.34M +$79.6K +1,297 +1%
NC
155
NewSquare Capital
Pennsylvania
$6.17M +$488K +7,951 +9%
Holocene Advisors
156
Holocene Advisors
New York
$6.1M -$1.03M -16,761 -14%
MCM
157
Mattern Capital Management
Colorado
$5.93M +$226K +3,677 +4%
Stifel Financial
158
Stifel Financial
Missouri
$5.85M -$572K -9,322 -9%
LCM
159
Logan Capital Management
Pennsylvania
$5.81M +$1.23M +20,013 +27%
IG
160
ING Group
Netherlands
$5.57M +$2.54M +41,444 +84%
Korea Investment Corp
161
Korea Investment Corp
South Korea
$5.56M +$118K +1,918 +2%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$5.39M +$239K +3,913 +5%
Retirement Systems of Alabama
163
Retirement Systems of Alabama
Alabama
$5.28M -$423K -6,898 -7%
ASRS
164
Arizona State Retirement System
Arizona
$5.18M +$138K +2,242 +3%
DILIC
165
Dai-ichi Life Insurance Company
Japan
$5.13M +$482K +7,849 +10%
CGPCS
166
Capital Group Private Client Services
California
$5M +$77.8K +1,267 +2%
Walleye Capital
167
Walleye Capital
New York
$4.94M +$4.94M +80,409 New
VLKIM
168
Van Lanschot Kempen Investment Management
Netherlands
$4.94M – – –
SOMRS
169
State of Michigan Retirement System
Michigan
$4.91M +$67.5K +1,100 +1%
AIG
170
American International Group
New York
$4.85M +$29.7K +484 +0.6%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$4.79M +$265K +4,325 +6%
DTL
172
Dynamic Technology Lab
Singapore
$4.78M +$4.78M +77,867 New
SOADOR
173
State of Alaska Department of Revenue
Alaska
$4.74M -$37.6K -612 -0.8%
WBC
174
Westpac Banking Corp
Australia
$4.73M +$252K +4,108 +6%
AB
175
Amalgamated Bank
New York
$4.67M +$77.3K +1,259 +2%
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