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CMS Energy
CMS

Overview Fund Activity

428 hedge funds and large institutions have $10.7B invested in CMS Energy in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+12
Holders Change %
+2.88%
% of All Funds
11.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
54
Increased
154
Reduced
150
Closed
38
Calls
$14.7M
Puts
$818K
Net Calls
+$13.9M
Net Calls Change
-$396K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$305M
2
AIM
abrdn Investment Management
United Kingdom
$239M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$631M
4
Vanguard Group
Vanguard Group
Pennsylvania
$897M
5
BFA
BlackRock Fund Advisors
California
$271M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.68B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$224M
3
SO
STRS Ohio
Ohio
$1.71M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$661M
5
VFA
Virtus Fund Advisers
Connecticut
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIA
376
Park Avenue Institutional Advisers
New York
$65K -$1.49K -41 -2%
CFA
377
Carroll Financial Associates
North Carolina
$58K – – –
Nuveen Asset Management
378
Nuveen Asset Management
Illinois
$56.8K -$5.57K -154,325 -9%
OC
379
Oakworth Capital
Alabama
$55K – – –
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$51K +$37.8K +1,039 +288%
GLI
381
Guardian Life Insurance
New York
$47K -$10.7K -298 -18%
WTB
382
Washington Trust Bank
Washington
$45K – – –
SAMC
383
Shinko Asset Management Company
Japan
$31K – – –
CB
384
Community Bank
New York
$29K +$29K +795 New
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$28K +$28K +781 New
ACS
386
Archford Capital Strategies
Illinois
$26K – – –
WRM
387
Westport Resources Management
Connecticut
$26K – – –
MA
388
MUFG Americas
New York
$25K +$5.84K +162 +30%
CF
389
CenterStar Fund
Illinois
$21K -$6K – –
VCM
390
Vigilant Capital Management
Maine
$21K +$21K +582 New
CCS
391
Crosspoint Capital Strategies
California
$21K +$21K +600 New
DADC
392
D.A. Davidson & Co
Montana
$20K – – –
S
393
SignatureFD
Georgia
$19K +$9.27K +262 +95%
MBT
394
Monroe Bank & Trust
Michigan
$18K – – –
VCM
395
Versant Capital Management
Arizona
$18K +$18K +525 New
NFG
396
Next Financial Group
Texas
$17K – – –
IWM
397
Integrated Wealth Management
California
$17K +$8.78K +237 +107%
GI
398
Gradient Investments
Minnesota
$16K – – –
HI
399
Hudock Inc
Pennsylvania
$16K +$137 +4 +0.9%
DIA
400
Dana Investment Advisors
Wisconsin
$15.9K -$522K -522,078 -97%
14 15
16
17 18