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CMS Energy
CMS

Overview Fund Activity

497 hedge funds and large institutions have $11.5B invested in CMS Energy in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 177 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-20
Holders Change %
-3.87%
% of All Funds
11.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
60
Increased
183
Reduced
177
Closed
75
Calls
$4.38M
Puts
$251K
Net Calls
+$4.13M
Net Calls Change
+$3.14M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$319M
2
Citadel Advisors
Citadel Advisors
Florida
$208M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.47B
4
BlackRock
BlackRock
New York
$1.31B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$79.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$772M
2
Millennium Management
Millennium Management
New York
$37.2M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
Goldman Sachs
Goldman Sachs
New York
$107M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$293K -$46.4K -1,024 -14%
WS
352
Wedbush Securities
California
$286K +$72.5K +1,600 +34%
PAG
353
Private Advisor Group
New Jersey
$285K +$75.2K +1,660 +36%
SFS
354
Sowell Financial Services
Arkansas
$284K -$57.6K -1,230 -17%
CA
355
Cynosure Advisors
Utah
$281K -$348K -7,683 -55%
FCAG
356
First Capital Advisors Group
New Jersey
$280K -$59.4K -1,310 -18%
IRF
357
IBM Retirement Fund
New York
$279K +$279K +6,163 New
AIP
358
Ameritas Investment Partners
Nebraska
$264K -$22.3K -493 -8%
CWM
359
Confluence Wealth Management
Oregon
$261K +$1.54K +34 +0.6%
BF
360
BOK Financial
Oklahoma
$261K +$24.8K +547 +10%
DZ Bank
361
DZ Bank
Germany
$255K -$90.4K -1,992 -26%
FQ
362
First Quadrant
California
$254K – – –
II
363
Inspire Investing
Idaho
$254K +$84.7K +1,871 +50%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$245K -$145K -3,200 -37%
CG
365
Colony Group
Massachusetts
$243K +$9.4K +208 +4%
Cerity Partners
366
Cerity Partners
New York
$237K -$17.2K -380 -7%
MCM
367
Murphy Capital Management
New Jersey
$236K – – –
SBH
368
Segall Bryant & Hamill
Illinois
$231K – – –
CGL
369
Clarius Group LLC
Washington
$228K +$1.86K +41 +0.8%
EWM
370
Endurance Wealth Management
Rhode Island
$226K – – –
KF
371
Krilogy Financial
Missouri
$226K – – –
JPMPWA
372
J.P. Morgan Private Wealth Advisors
California
$222K -$1.82K -40 -0.8%
FA
373
FDx Advisors
Illinois
$215K -$60.1K -1,324 -22%
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$215K +$18.9K +416 +10%
PCA
375
Personal Capital Advisors
California
$214K +$214K +4,732 New
13 14
15
16 17