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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B +$60.3M +996,173 +3%
BlackRock
2
BlackRock
New York
$1.7B +$84.7M +1,399,385 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.49B +$145M +2,392,149 +11%
State Street
4
State Street
Massachusetts
$956M -$113M -1,866,051 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$440M +$17.5M +288,780 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$410M +$210M +3,473,977 +102%
Ameriprise
7
Ameriprise
Minnesota
$401M -$5.23M -86,455 -1%
Morgan Stanley
8
Morgan Stanley
New York
$393M +$7.13M +117,842 +2%
Wells Fargo
9
Wells Fargo
California
$368M -$8.88M -146,639 -2%
Invesco
10
Invesco
Georgia
$271M -$8.26M -136,451 -3%
Amundi
11
Amundi
France
$265M +$27.6M +456,730 +11%
DZ Bank
12
DZ Bank
Germany
$253M +$5.2M +85,915 +2%
Goldman Sachs
13
Goldman Sachs
New York
$237M +$17.1M +282,719 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$213M -$7.55M -124,709 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$212M +$118M +1,954,639 +122%
Legal & General Group
16
Legal & General Group
United Kingdom
$199M -$12M -198,282 -6%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$185M +$1.66M +27,387 +0.9%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$184M -$19.9M -329,102 -10%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$180M -$35.6M -588,618 -16%
Fidelity International
20
Fidelity International
Bermuda
$170M -$1.82M -30,005 -1%
Northern Trust
21
Northern Trust
Illinois
$170M +$4.27M +70,624 +3%
Franklin Resources
22
Franklin Resources
California
$169M -$5.23M -86,445 -3%
PL
23
Perpetual Ltd
Australia
$153M -$2.2M -36,402 -1%
Bank of America
24
Bank of America
North Carolina
$147M +$4.71M +77,743 +3%
ECM
25
ExodusPoint Capital Management
New York
$129M +$17.3M +285,309 +15%