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CMS Energy
CMS

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

Holders
625
Holders Change
–
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.25B
2
UM
2
UniSuper Management
Australia
$69.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$68.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$333M
5
Amundi
5
Amundi
France
$95.1M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$58.1M
2
Citigroup
2
Citigroup
New York
$30.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Norges Bank
4
Norges Bank
Norway
$112M
5
Franklin Resources
5
Franklin Resources
California
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2B 37,514,366 -86,529 -0.2%
BlackRock
2
BlackRock
New York
$1.57B 26,749,203 +21,863 +0.1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.25B 21,193,201 +1,532,826 +8%
State Street
4
State Street
Massachusetts
$1.03B 17,583,510 +259,974 +2%
Capital International Investors
5
Capital International Investors
California
$651M 11,076,991 +1,183 +0%
Ameriprise
6
Ameriprise
Minnesota
$417M 7,086,779 +232,677 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$386M 6,575,913 +583,797 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$382M 6,513,125 +227,199 +4%
Wells Fargo
9
Wells Fargo
California
$372M 6,327,495 +82,454 +1%
Morgan Stanley
10
Morgan Stanley
New York
$333M 5,667,109 +1,034,257 +22%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$281M 4,776,761 -113,047 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$271M 4,607,126 -164,230 -3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$268M 4,558,396 -97,152 -2%
Invesco
14
Invesco
Georgia
$255M 4,345,426 +26,454 +0.6%
Franklin Resources
15
Franklin Resources
California
$206M 3,504,313 -399,314 -10%
Legal & General Group
16
Legal & General Group
United Kingdom
$199M 3,378,811 +35,749 +1%
MAM
17
Magellan Asset Management
Australia
$191M 3,243,967 -182,748 -5%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$181M 3,085,875 -82,183 -3%
Northern Trust
19
Northern Trust
Illinois
$176M 2,994,900 -146,154 -5%
Fidelity International
20
Fidelity International
Bermuda
$170M 2,887,141 +38,348 +1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$151M 2,570,234 +41,440 +2%
Goldman Sachs
22
Goldman Sachs
New York
$147M 2,501,400 -133,656 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$146M 2,483,337 -353,552 -12%
PL
24
Perpetual Ltd
Australia
$139M 2,362,982 +167,691 +8%
DPIM
25
Duff & Phelps Investment Management
Illinois
$131M 2,227,191 +86,868 +4%
1
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