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CMS Energy
CMS

Overview Fund Activity

416 hedge funds and large institutions have $10.5B invested in CMS Energy in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
11.63%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
42
Increased
156
Reduced
157
Closed
35
Calls
$15.1M
Puts
$843K
Net Calls
+$14.3M
Net Calls Change
+$14M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$146M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$112M
3
Capital International Investors
Capital International Investors
California
+$106M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$45.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$49.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$49.3M
3
JHIU
Janus Henderson Investors US
Colorado
-$34.6M
4
Jennison Associates
Jennison Associates
New York
-$27.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
376
Carroll Financial Associates
North Carolina
$59K +$619 +17 +1%
GLI
377
Guardian Life Insurance
New York
$57K +$14.4K +408 +34%
OC
378
Oakworth Capital
Alabama
$54K – – –
WTB
379
Washington Trust Bank
Washington
$45K – – –
SAMC
380
Shinko Asset Management Company
Japan
$30K -$500K -14,300 -94%
WRM
381
Westport Resources Management
Connecticut
$25K – – –
ACS
382
Archford Capital Strategies
Illinois
$25K – – –
DADC
383
D.A. Davidson & Co
Montana
$19K -$11.4K -336 -37%
MA
384
MUFG Americas
New York
$19K – – –
MBT
385
Monroe Bank & Trust
Michigan
$18K – – –
NFG
386
Next Financial Group
Texas
$17K – – –
HI
387
Hudock Inc
Pennsylvania
$16K +$138 +4 +0.9%
AP
388
Advisors Preferred
Maryland
$16K +$16K +461 New
GI
389
Gradient Investments
Minnesota
$15K -$1.04K -30 -6%
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$13K +$5.58K +155 +75%
MUS
392
Mitsubishi UFJ Securities
Japan
$11K -$11K -300 -50%
CBT
393
Central Bank & Trust
Kentucky
$11K +$8.73K +254 +385%
Manulife (Manufacturers Life Insurance)
394
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2K +$425 +12,031 +4%
TCOV
395
Trust Company of Vermont
Vermont
$10K – – –
GXMC
396
Global X Management Company
New York
$10K +$511 +14 +5%
S
397
SignatureFD
Georgia
$10K +$2.51K +69 +33%
ASN
398
Advisory Services Network
Georgia
$9K +$9K +245 New
ClearBridge Investments
399
ClearBridge Investments
New York
$8K -$372 -10 -4%
IWM
400
Integrated Wealth Management
California
$8K – – –
14 15
16
17 18