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CMS Energy
CMS

Overview Fund Activity

397 hedge funds and large institutions have $7.02B invested in CMS Energy in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-11
Holders Change %
-2.7%
% of All Funds
11.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
144
Reduced
160
Closed
35
Calls
$24.2M
Puts
$826K
Net Calls
+$23.4M
Net Calls Change
+$10.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$338M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
3
ARC
Absolute Return Capital
Massachusetts
$36.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$36.1M
5
JHIU
Janus Henderson Investors US
Colorado
$79.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$122M
2
Millennium Management
Millennium Management
New York
$76.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$489M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
SFM
Systematic Financial Management
New Jersey
$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
351
Syntal Capital Partners
Texas
$59K – – –
GIS
352
Guardian Investor Services
New York
$58K -$1.01K -34 -2%
CFA
353
Carroll Financial Associates
North Carolina
$49K +$49K +1,500 New
OC
354
Oakworth Capital
Alabama
$47K – – –
GLI
355
Guardian Life Insurance
New York
$46K +$1.83K +62 +4%
1IC
356
1919 Investment Counsel
Maryland
$45K – – –
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$40K -$2.7K -92 -6%
LBG
358
Lloyds Banking Group
United Kingdom
$39K -$378 -13 -1%
WTB
359
Washington Trust Bank
Washington
$37K -$8.11K -276 -18%
W
360
Wealthfront
California
$34K +$4.68K +159 +16%
SCA
361
Strategic Capital Alternatives
United States
$30K +$30K +1,000 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$29K -$22.1K -733 -43%
PTC
363
Private Trust Company
Ohio
$28K +$21.7K +727 +345%
MAM
364
Mizuho Asset Management
Japan
$27K – – –
BFEC
365
Benjamin F. Edwards & Company
Missouri
$27K – – –
MFS
366
MSI Financial Services
Massachusetts
$27K +$4.19K +144 +18%
WRM
367
Westport Resources Management
Connecticut
$21K – – –
FNYS
368
First New York Securities
New York
$19K +$19K +640 New
WA
369
WFG Advisors
Texas
$18K – – –
MCM
370
Manchester Capital Management
Vermont
$16K – – –
MA
371
MUFG Americas
New York
$16K – – –
RIA
372
Regal Investment Advisors
Michigan
$15K – – –
GSC
373
Ground Swell Capital
South Carolina
$14K -$4.25K -141 -23%
GI
374
Gradient Investments
Minnesota
$14K – – –
FBT
375
Founders Bank & Trust
Michigan
$13K – – –
13 14
15
16 17