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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
$313M
2
Capital Research Global Investors
Capital Research Global Investors
California
$458M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.12B
4
BIT
BlackRock Institutional Trust
California
$377M
5
Morgan Stanley
Morgan Stanley
New York
$46.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$675M
2
Goldman Sachs
Goldman Sachs
New York
$39.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$152M
4
GE
General Electric
Ohio
$0
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
426
Vigilant Capital Management
Maine
$24K – – –
IIC
427
Integrated Investment Consultants
Michigan
$24K – – –
VCM
428
Versant Capital Management
Arizona
$21K -$325 -8 -2%
Fuller & Thaler Asset Management
429
Fuller & Thaler Asset Management
California
$21K – – –
CF
430
CenterStar Fund
Illinois
$21K – – –
GWM
431
Geneos Wealth Management
Colorado
$21K +$1.9K +47 +10%
HI
432
Hudock Inc
Pennsylvania
$20K +$126 +3 +0.6%
GI
433
Gradient Investments
Minnesota
$18K – – –
MSFP
434
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
TCOV
435
Trust Company of Vermont
Vermont
$12K – – –
ST
436
Smithfield Trust
Pennsylvania
$11K – – –
ClearBridge Investments
437
ClearBridge Investments
New York
$8K – – –
AII
438
AGF Investments Inc
Ontario, Canada
$8K – – –
CBT
439
Central Bank & Trust
Kentucky
$7K -$3.46K -84 -33%
PCP
440
Proficio Capital Partners
Massachusetts
$7K – – –
VOYA Investment Management
441
VOYA Investment Management
Georgia
$6.97K +$144 +3,437 +2%
SI
442
Sentry Investments
Ontario, Canada
$6.64K +$3.91K +93,000 +143%
AssetMark Inc
443
AssetMark Inc
California
$6K – – –
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$6K +$6K +149 New
JWA
445
JFS Wealth Advisors
Pennsylvania
$5K – – –
FIB
446
First Interstate Bank
Montana
$5K +$2.85K +66 +132%
Bessemer Group
447
Bessemer Group
New Jersey
$5K +$5K +112 New
ZB
448
Zions Bancorporation
Utah
$4K -$103 -2 -3%
AF
449
Allworth Financial
California
$4K – – –
FHA
450
First Horizon Advisors
Tennessee
$4K – – –
16 17
18
19 20