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CMS Energy
CMS

Overview Fund Activity

555 hedge funds and large institutions have $15.9B invested in CMS Energy in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
–
Holders Change %
0%
% of All Funds
9.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
78
Increased
176
Reduced
206
Closed
72
Calls
$4.77M
Puts
$1.74M
Net Calls
+$3.03M
Net Calls Change
+$2.35M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$196M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$150M
3
ZP
Zimmer Partners
New York
$65.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$102M
5
CVA
Ceredex Value Advisors
Florida
$47.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$393M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$161M
3
Fidelity International
Fidelity International
Bermuda
$112M
4
BlackRock
BlackRock
New York
$1.57B
5
EVM
Eaton Vance Management
Massachusetts
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
401
Ameritas Investment Partners
Nebraska
$254K -$19.9K -326 -7%
Schroder Investment Management Group
402
Schroder Investment Management Group
United Kingdom
$252K -$3.66M -59,787 -94%
B
403
Bailard
California
$250K +$250K +4,091 New
EWM
404
Endurance Wealth Management
Rhode Island
$244K – – –
TPCW
405
TD Private Client Wealth
New York
$244K -$1.03M -16,896 -81%
RA
406
RFG Advisory
Alabama
$243K +$243K +4,206 New
Jane Street
407
Jane Street
New York
$242K -$858K -14,090 -78%
BRWA
408
B. Riley Wealth Advisors
Florida
$241K -$121K -1,976 -33%
DAC
409
Dividend Assets Capital
South Carolina
$241K +$241K +3,954 New
EI
410
Ethic Inc
New York
$240K +$240K +3,940 New
QIM
411
Quantitative Investment Management
Virginia
$235K -$2.29M -37,638 -91%
EWM
412
Executive Wealth Management
Michigan
$230K +$230K +3,774 New
LMAM
413
Legg Mason Asset Management
Japan
$229K +$229K +3,751 New
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$210K +$210K +3,442 New
CG
415
Caprock Group
Idaho
$206K -$11.4K -188 -5%
CAN
416
Cetera Advisor Networks
California
$204K -$12.8K -210 -6%
S
417
SignatureFD
Georgia
$201K -$3.47K -57 -2%
FSC
418
Full Sail Capital
Oklahoma
$200K – – –
LIM
419
Longfellow Investment Management
Massachusetts
$184K +$184K +3,007 New
FCH
420
Freestone Capital Holdings
Washington
$180K +$48.4K +793 +37%
QCG
421
Quadrant Capital Group
Ohio
$174K +$17.4K +286 +11%
CAAS
422
Capital Asset Advisory Services
Michigan
$172K +$172K +2,819 New
BAM
423
Belpointe Asset Management
Nevada
$166K – – –
BCP
424
Blue Chip Partners
Michigan
$142K +$913 +15 +0.6%
PI
425
PEAK6 Investments
Illinois
$129K +$129K +2,120 New
15 16
17
18 19