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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 %
AF
426
Advisornet Financial
Minnesota
$88K +$8.98K +180 +11%
OAM
427
Oppenheimer Asset Management
New York
$83K +$83K +1,666 New
FANJ
428
Financial Architects (New Jersey)
New Jersey
$82K – – –
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$76K – – –
OC
430
Oakworth Capital
Alabama
$74K – – –
RFC
431
Regions Financial Corp
Alabama
$74K +$3.21K +65 +5%
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$73K +$7.95K +160 +12%
SWP
433
Strategic Wealth Partners
Ohio
$72K – – –
TAM
434
Tiverton Asset Management
Delaware
$63K – – –
LC
435
Lindbrook Capital
California
$62K +$62K +1,259 New
SWA
436
Sutton Wealth Advisors
Florida
$60.6K – – –
PCG
437
Private Capital Group
Connecticut
$59K +$30.5K +614 +107%
C
438
Cerebellum
California
$57K +$57K +1,152 New
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$1.5K -30 -3%
BTNA
440
Bremer Trust National Association
Minnesota
$55K +$55K +1,100 New
QT
441
Quantamental Technologies
New York
$55K +$55K +1,103 New
OIA
442
OneDigital Investment Advisors
Kansas
$52K +$29.5K +600 +131%
CIAS
443
Capital Investment Advisory Services
North Carolina
$50K +$50K +1,000 New
PB
444
Pinnacle Bancorp
Nebraska
$48K +$48K +959 New
SBL
445
Sargent Bickham Lagudis
Colorado
$43K – – –
GLI
446
Guardian Life Insurance
New York
$40K – – –
SLF
447
Sun Life Financial
Ontario, Canada
$39K +$100 +2 +0.3%
CAW
448
Cornerstone Advisors (Washington)
Washington
$39K +$3.05K +62 +8%
RFM
449
Royal Fund Management
Florida
$38K – – –
LFG
450
LifePlan Financial Group
Ohio
$36K – – –
16 17
18
19 20