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CMS Energy
CMS

Overview Fund Activity

507 hedge funds and large institutions have $12.1B invested in CMS Energy in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 41 closing their positions.

Holders
507
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
11.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
56
Increased
170
Reduced
185
Closed
41
Calls
$3.75M
Puts
$297K
Net Calls
+$3.45M
Net Calls Change
-$677K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$399M
2
Fidelity International
2
Fidelity International
Bermuda
$132M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$706M
4
WHG
4
Westwood Holdings Group
Texas
$92.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.19B
2
EVM
2
Eaton Vance Management
Massachusetts
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$29.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$715M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
376
Segall Bryant & Hamill
Illinois
$241K 5,100 – –
KF
377
Krilogy Financial
Missouri
$236K 5,000 – –
FNBT
378
FineMark National Bank & Trust
Florida
$236K 4,989 +4,989 New
MML Investors Services
379
MML Investors Services
Massachusetts
$234K 4,951 +4,951 New
MCM
380
MAI Capital Management
Ohio
$229K 4,835 +4,835 New
GT
381
Greenleaf Trust
Michigan
$229K 4,854 +4,854 New
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$223K 4,727 -14 -0.3%
CIA
383
ClearBridge Investments (Australia)
Australia
$218K 4,591 +941 +26%
EWM
384
Evercore Wealth Management
New York
$216K 4,566 +4,566 New
JPMPWA
385
J.P. Morgan Private Wealth Advisors
California
$214K 4,537 -348 -7%
PMFA
386
Plante Moran Financial Advisors
Michigan
$214K 4,523 -180 -4%
EWM
387
Endurance Wealth Management
Rhode Island
$213K 4,500 -500 -10%
Victory Capital Management
388
Victory Capital Management
Texas
$202K 4,271 -89 -2%
LS
389
Livforsakringsbolaget Skandia
Sweden
$202K 4,279 – –
JIC
390
Johnson Investment Counsel
Ohio
$202K 4,276 +4,276 New
Bessemer Group
391
Bessemer Group
New Jersey
$199K 4,200 – –
IA
392
IFP Advisors
Florida
$181K 3,828 +1,011 +36%
CHP
393
Cable Hill Partners
Oregon
$180K 3,800 – –
FFC
394
First Financial Corp
Indiana
$169K 3,569 – –
TCA
395
Tortoise Capital Advisors
Kansas
$157K 3,322 – –
PIA
396
Piedmont Investment Advisors
North Carolina
$156K 3,309 +3,309 New
WAM
397
Wealthspire Advisors (Maryland)
Maryland
$148K 3,128 +2,276 +267%
RIM
398
Rampart Investment Management
Connecticut
$136K 2,870 -140 -5%
QCG
399
Quadrant Capital Group
Ohio
$123K 2,779 +415 +18%
Fuller & Thaler Asset Management
400
Fuller & Thaler Asset Management
California
$121K 2,555 +750 +42%
14 15
16
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