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CMS Energy
CMS

Overview Fund Activity

552 hedge funds and large institutions have $12.9B invested in CMS Energy in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 190 increasing their positions, 190 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
12.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
87
Increased
190
Reduced
190
Closed
49
Calls
$6.34M
Puts
$3.58M
Net Calls
+$2.76M
Net Calls Change
+$2.11M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$745M
2
GQG Partners
2
GQG Partners
Florida
$80.8M
3
Capital International Investors
3
Capital International Investors
California
$204M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.73B
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$56.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$601M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$99.3M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$294M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
376
Confluence Wealth Management
Oregon
$260K -$26K -523 -9%
MCM
377
Murphy Capital Management
New Jersey
$253K -$8.68K -175 -3%
SBH
378
Segall Bryant & Hamill
Illinois
$253K – – –
AI
379
Atria Investments
North Carolina
$251K -$34.8K -702 -12%
AR
380
Advisory Research
Illinois
$250K +$250K +5,042 New
AIP
381
Ameritas Investment Partners
Nebraska
$248K -$18.7K -377 -7%
KF
382
Krilogy Financial
Missouri
$248K – – –
CC
383
ClearArc Capital
Ohio
$241K -$123K -2,486 -34%
MCM
384
MAI Capital Management
Ohio
$241K +$994 +20 +0.4%
GT
385
Greenleaf Trust
Michigan
$238K -$50 -1 -0%
EWM
386
Evercore Wealth Management
New York
$234K -$3.08K -62 -1%
Bessemer Group
387
Bessemer Group
New Jersey
$228K -$4.68K -94 -2%
Fuller & Thaler Asset Management
388
Fuller & Thaler Asset Management
California
$223K -$25K -505 -10%
QAM
389
Quantres Asset Management
Cayman Islands
$223K – – –
RJT
390
Raymond James Trust
Florida
$221K +$221K +4,452 New
FNBT
391
FineMark National Bank & Trust
Florida
$220K – – –
PMFA
392
Plante Moran Financial Advisors
Michigan
$217K +$50 +1 +0%
IRF
393
IBM Retirement Fund
New York
$214K -$18K -363 -8%
VI
394
Versor Investments
New York
$214K +$214K +4,306 New
TSS
395
Two Sigma Securities
New York
$213K +$213K +4,289 New
JIC
396
Johnson Investment Counsel
Ohio
$212K – – –
CIA
397
ClearBridge Investments (Australia)
Australia
$212K +$18.1K +365 +9%
NFG
398
Next Financial Group
Texas
$211K +$127K +2,546 +150%
LFAS
399
Level Four Advisory Services
Texas
$209K -$82.5K -1,662 -28%
PIA
400
Piedmont Investment Advisors
North Carolina
$209K +$209K +4,213 New
14 15
16
17 18