CMS icon

CMS Energy
CMS

Overview Fund Activity

466 hedge funds and large institutions have $10.4B invested in CMS Energy in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-16
Holders Change %
-3.32%
% of All Funds
12.45%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
37
Increased
169
Reduced
180
Closed
48
Calls
$17.9M
Puts
$1.84M
Net Calls
+$16.1M
Net Calls Change
-$506K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$145M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$28.1M
4
BIT
BlackRock Institutional Trust
California
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$18.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$105M
2
Goldman Sachs
Goldman Sachs
New York
-$64.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.2M
4
GE
General Electric
Ohio
-$24.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
376
Mirador Capital Partners
California
$239K -$2.78K -66 -1%
ZIM
377
Zacks Investment Management
Illinois
$238K +$238K +5,667 New
Bank of Nova Scotia
378
Bank of Nova Scotia
Ontario, Canada
$237K +$5.45K +130 +2%
AP
379
Advisor Partners
California
$234K +$19.2K +457 +9%
FMWA
380
Forvis Mazars Wealth Advisors
Missouri
$233K +$25.9K +617 +13%
GF
381
Gerstein Fisher
New York
$219K -$7.4K -176 -3%
CGL
382
Clarius Group LLC
Washington
$219K +$1.51K +36 +0.7%
MCM
383
Murphy Capital Management
New Jersey
$215K -$8.39K -200 -4%
EWM
384
Endurance Wealth Management
Rhode Island
$203K – – –
AIM
385
Assured Investment Management
New York
$197K +$197K +4,689 New
BCP
386
Blue Chip Partners
Michigan
$191K -$6.94K -165 -4%
Pacer Advisors
387
Pacer Advisors
Pennsylvania
$190K -$1.09K -26 -0.6%
PMFA
388
Plante Moran Financial Advisors
Michigan
$187K – – –
QT
389
Quantbot Technologies
New York
$167K +$167K +3,995 New
BA
390
BKS Advisors
Michigan
$158K +$158K +3,750 New
NFG
391
Next Financial Group
Texas
$151K +$104K +2,465 +219%
GS
392
GAM Systematic
United Kingdom
$136K -$333K -7,919 -71%
FNBT
393
FineMark National Bank & Trust
Florida
$133K -$16.6K -395 -11%
MWM
394
MinichMacGregor Wealth Management
New York
$133K +$87.1K +2,080 +190%
NIT
395
NumerixS Investment Technologies
British Columbia, Canada
$126K +$126K +3,000 New
DADC
396
D.A. Davidson & Co
Montana
$114K +$90.5K +2,169 +386%
Parallax Volatility Advisers
397
Parallax Volatility Advisers
California
$112K -$7.9K -188 -7%
QCG
398
Quadrant Capital Group
Ohio
$106K – – –
TC
399
Trust Company
Kansas
$102K -$103K -2,460 -50%
TCIM
400
TIAA CREF Investment Management
New York
$101K -$4.23K -100,604 -4%
14 15
16
17 18