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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.

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.01%
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
PL
1
Perpetual Ltd
Australia
$135M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$90.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$368M
4
State Street
4
State Street
Massachusetts
$1.06B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.21B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Capital World Investors
2
Capital World Investors
California
$0
3
BlackRock
3
BlackRock
New York
$1.64B
4
SSA
4
Schonfeld Strategic Advisors
New York
$2.94M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B 37,600,895 +202,839 +0.5%
BlackRock
2
BlackRock
New York
$1.64B 26,727,340 -846,754 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.21B 19,660,375 +774,927 +4%
State Street
4
State Street
Massachusetts
$1.06B 17,323,536 +844,330 +5%
Capital International Investors
5
Capital International Investors
California
$680M 11,075,808 -14,406 -0.1%
Ameriprise
6
Ameriprise
Minnesota
$420M 6,854,102 +257,872 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$385M 6,285,926 +124,854 +2%
Wells Fargo
8
Wells Fargo
California
$383M 6,245,041 +303,131 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$368M 5,992,116 +1,095,342 +22%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$300M 4,889,808 -128,823 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$293M 4,771,356 +7,819 +0.2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$286M 4,655,548 +659,378 +17%
Morgan Stanley
13
Morgan Stanley
New York
$284M 4,632,852 +175,210 +4%
Invesco
14
Invesco
Georgia
$265M 4,318,972 -232,512 -5%
Franklin Resources
15
Franklin Resources
California
$240M 3,903,627 +2,283 +0.1%
MAM
16
Magellan Asset Management
Australia
$210M 3,426,715 -132,259 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$205M 3,343,062 -24,715 -0.7%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$194M 3,168,058 +367,237 +13%
Northern Trust
19
Northern Trust
Illinois
$193M 3,141,054 -84,743 -3%
Fidelity International
20
Fidelity International
Bermuda
$175M 2,848,793 -45,032 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$174M 2,836,889 -224,800 -7%
ESCM
22
Echo Street Capital Management
New York
$162M 2,635,344 +285,420 +12%
Goldman Sachs
23
Goldman Sachs
New York
$162M 2,635,056 +180,722 +7%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$155M 2,528,794 +21,844 +0.9%
Jennison Associates
25
Jennison Associates
New York
$145M 2,362,729 -112,805 -5%
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