CMS ENERGY CORP NOTE 3.375% 5/0

CMS ENERGY CORP NOTE 3.375% 5/0 is a security (CUSIP 125896BX7) tracked across SEC portfolio filings. 61 institutional managers reported $669.0M on Form 13F as of 2026-06-30; 18 registered fund positions totaling $85.3M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 61 managers by value.

ManagerLocationValueShares
Calamos Advisors LLCNAPERVILLE, IL$85.9M76,823,000
ADVENT CAPITAL MANAGEMENT /DE/NEW YORK, NY$85.0M74,231,000
Aequim Alternative Investments LPMILL VALLEY, CA$79.2M70,000,000
Universal- Beteiligungs- und Servicegesellschaft mbHFRANKFURT AM MAIN, 2M$69.6M61,974,000
BlackRock, Inc.New York, NY$57.1M50,525,000
VICTORY CAPITAL MANAGEMENT INCSan Antonio, TX$50.6M44,768,500
TENOR CAPITAL MANAGEMENT Co., L.P.NEW YORK, NY$30.9M27,000,000
SHENKMAN CAPITAL MANAGEMENT INCNEW YORK, NY$22.4M19,511,000
STATE STREET CORPBOSTON, MA$19.5M17,036,000
Wellesley Asset ManagementWELLESLEY, MA$15.2M13,390,000
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$14.0M12,346,000
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Paris, I0$12.6M11,000,000
Polar Asset Management Partners Inc.TORONTO, A6$11.3M10,000,000
FRANKLIN RESOURCES INCSan Mateo, CA$10.2M8,996,000
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainFRANKFURT AM MAIN, 2M$9.7M8,600,000

Top fund holders (N-PORT)

Showing 15 of 18 fund positions by value.

FundRegistrantValue% of fund
CALAMOS STRATEGIC TOTAL RETURN FUNDCALAMOS STRATEGIC TOTAL RETURN FUND$18.6M53.53%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL$16.8M9.54%
CALAMOS CONVERTIBLE & HIGH INCOME FUNDCALAMOS CONVERTIBLE & HIGH INCOME FUND$10.4M101.19%
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDCALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND$9.8M101.20%
Putnam Convertible Securities FundPutnam Convertible Securities Fund$6.2M111.24%
Bancroft Fund LtdBancroft Fund Ltd$4.5M327.76%
Ellsworth Growth & Income Fund LtdEllsworth Growth & Income Fund Ltd$4.5M264.87%
Calamos Dynamic Convertible & Income FundCalamos Dynamic Convertible & Income Fund$4.2M61.34%
Advent Convertible & Income FundADVENT CONVERTIBLE & INCOME FUND$3.2M54.05%
Global Opportunities PortfolioGlobal Opportunities Portfolio$2.7M2.04%
Gabelli Convertible & Income Securities Fund IncGabelli Convertible & Income Securities Fund Inc$2.5M298.33%
BNY Mellon Core Plus FundBNY Mellon Absolute Insight Funds, Inc.$785K3.09%
Putnam Diversified Income TrustPutnam Diversified Income Trust$428K4.65%
Calamos Growth & Income PortfolioCALAMOS ADVISORS TRUST/IL$220K69.94%
Putnam Premier Income TrustPutnam Premier Income Trust$126K3.53%

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