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CMS Energy
CMS

Overview Fund Activity

570 hedge funds and large institutions have $14.6B invested in CMS Energy in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 222 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+18
Holders Change %
+3.26%
% of All Funds
12.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
84
Increased
222
Reduced
174
Closed
58
Calls
$11.4M
Puts
$6.15M
Net Calls
+$5.27M
Net Calls Change
+$2.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$151M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$112M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$42.7M
5
State Street
5
State Street
Massachusetts
$792M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$16.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$297M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
BC
4
Brookfield Corp
Ontario, Canada
$47.8M
5
BlackRock
5
BlackRock
New York
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
401
Sequoia Financial Advisors
Ohio
$265K +$265K +4,765 New
CC
402
ClearArc Capital
Ohio
$264K -$6.28K -113 -2%
PIA
403
Piedmont Investment Advisors
North Carolina
$257K +$22.8K +411 +10%
Impax Asset Management Group
404
Impax Asset Management Group
United Kingdom
$252K +$252K +4,542 New
Fuller & Thaler Asset Management
405
Fuller & Thaler Asset Management
California
$250K – – –
IRF
406
IBM Retirement Fund
New York
$246K +$6.99K +126 +3%
Mariner
407
Mariner
Kansas
$245K +$245K +4,410 New
MCM
408
Murphy Capital Management
New Jersey
$244K -$38.8K -700 -14%
PMFA
409
Plante Moran Financial Advisors
Michigan
$243K +$55 +1 +0%
CAM
410
Cresset Asset Management
Illinois
$240K +$42.3K +761 +21%
AQA
411
Alpha Quant Advisors
Texas
$240K +$240K +4,307 New
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$240K +$240K +4,322 New
TSS
413
Two Sigma Securities
New York
$238K -$167 -3 -0.1%
CCM
414
Crabel Capital Management
California
$233K +$233K +4,202 New
QT
415
Quantbot Technologies
New York
$232K -$1.43M -25,780 -86%
EGM
416
Engineers Gate Manager
New York
$231K +$231K +4,155 New
IAA
417
Independent Advisor Alliance
North Carolina
$231K +$231K +4,159 New
William Blair & Company
418
William Blair & Company
Illinois
$231K +$231K +4,165 New
VLKIM
419
Van Lanschot Kempen Investment Management
Netherlands
$230K +$17.9K +322 +8%
JIC
420
Johnson Investment Counsel
Ohio
$229K -$8.33K -150 -4%
CCP
421
Corient Capital Partners
California
$226K +$226K +4,078 New
JPMPWA
422
J.P. Morgan Private Wealth Advisors
California
$223K +$223K +4,014 New
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$223K +$223K +4,021 New
EWM
424
Endurance Wealth Management
Rhode Island
$222K – – –
Neuberger Berman Group
425
Neuberger Berman Group
New York
$213K -$14K -252 -6%
15 16
17
18 19