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CMS Energy
CMS

Overview Fund Activity

392 hedge funds and large institutions have $6.31B invested in CMS Energy in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 138 increasing their positions, 157 reducing their positions, and 39 closing their positions.

Holders
392
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
11.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
138
Reduced
157
Closed
39
Calls
$28.8M
Puts
$1.44M
Net Calls
+$27.4M
Net Calls Change
-$1.75B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$190M
2
SO
2
STRS Ohio
Ohio
$26.8M
3
Cohen & Steers
3
Cohen & Steers
New York
$26.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$452M
5
SFM
5
Systematic Financial Management
New Jersey
$144M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$3.81M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.84M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
AI
4
Analytic Investors
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HRIA
351
Haberer Registered Investment Advisor
Ohio
$81K 3,000 – –
TRCT
352
Tower Research Capital (TRC)
New York
$73K 2,741 -2,295 -46%
ECM
353
Endex Capital Management
Kansas
$70K 2,604 – –
TFA
354
Transamerica Financial Advisors
Florida
$69K 2,555 +436 +21%
ECM
355
Exchange Capital Management
Michigan
$64K 2,379 – –
ARMT
356
Amica Retiree Medical Trust
Rhode Island
$64K 2,408 +2,408 New
GIS
357
Guardian Investor Services
New York
$57K 2,129 – –
1IC
358
1919 Investment Counsel
Maryland
$41K 1,500 – –
OC
359
Oakworth Capital
Alabama
$41K 1,524 +1,524 New
AP
360
Advisors Preferred
Maryland
$41K 1,548 +1,548 New
GLI
361
Guardian Life Insurance
New York
$40K 1,501 -1,686 -53%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$33K 1,231 +362 +42%
PTC
363
Private Trust Company
Ohio
$28K 1,056 – –
SCG
364
Strategic Capital Group
Washington
$27K 1,000 – –
Bessemer Group
365
Bessemer Group
New Jersey
$26K 959 -653 -41%
MAM
366
Mizuho Asset Management
Japan
$25K 927 – –
Parallax Volatility Advisers
367
Parallax Volatility Advisers
California
$24K 912 +912 New
WRM
368
Westport Resources Management
Connecticut
$19K 711 – –
JFA
369
JNBA Financial Advisors
Minnesota
$18K 670 – –
WA
370
WFG Advisors
Texas
$16K 600 – –
SEC
371
Seven Eight Capital
New York
$16K 583 +583 New
MCM
372
Manchester Capital Management
Vermont
$14K 528 – –
MBT
373
Monroe Bank & Trust
Michigan
$13K 500 – –
HI
374
Hudock Inc
Pennsylvania
$12K 437 +4 +0.9%
GI
375
Gradient Investments
Minnesota
$12K 433 +433 New
13 14
15
16 17