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CMS Energy
CMS

Overview Fund Activity

554 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
65
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$118M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.3B
3
CVA
3
Ceredex Value Advisors
Florida
$47.5M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$54.8M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$301M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$141M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$258M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Invesco
4
Invesco
Georgia
$283M
5
ZIM
5
Zacks Investment Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
426
Lombard Odier Asset Management (Switzerland)
Switzerland
$246K -$979K -15,288 -80%
CHP
427
Cable Hill Partners
Oregon
$243K – – –
LS
428
Livforsakringsbolaget Skandia
Sweden
$242K – – –
QCG
429
Quadrant Capital Group
Ohio
$238K +$8.3K +134 +4%
LP
430
LMR Partners
United Kingdom
$238K +$238K +3,724 New
CA
431
Calton & Associates
Florida
$237K +$237K +3,705 New
SFA
432
Sequoia Financial Advisors
Ohio
$236K -$69.2K -1,080 -23%
BRWA
433
B. Riley Wealth Advisors
Florida
$226K +$226K +3,515 New
BP
434
Ballentine Partners
Massachusetts
$216K +$216K +3,380 New
AIA
435
Avalon Investment & Advisory
Texas
$212K -$13.9M -216,915 -98%
AssetMark Inc
436
AssetMark Inc
California
$210K -$14.6K -228 -6%
AS
437
Altshuler Shaham
Israel
$209K +$108K +1,678 +106%
TCOT
438
Trust Company of Toledo
Ohio
$206K +$206K +3,222 New
LOAME
439
Lombard Odier Asset Management (Europe)
United Kingdom
$205K +$205K +3,210 New
SP
440
Successful Portfolios
Florida
$203K +$203K +3,174 New
LRIA
441
Leonard Rickey Investment Advisors
Washington
$203K +$203K +3,176 New
SI
442
Stephens Inc
Arkansas
$201K +$201K +3,141 New
S
443
SignatureFD
Georgia
$195K +$30.6K +478 +19%
TA
444
Thor Advisors
New York
$189K +$189K +2,953 New
TAM
445
Tiverton Asset Management
Delaware
$174K +$80.5K +1,263 +86%
BAM
446
Belpointe Asset Management
Nevada
$172K -$4.42K -69 -3%
AA
447
Advisory Alpha
Michigan
$166K +$166K +2,575 New
BCP
448
Blue Chip Partners
Michigan
$162K +$962 +15 +0.6%
Fuller & Thaler Asset Management
449
Fuller & Thaler Asset Management
California
$160K -$128K -2,000 -44%
CAPTRUST Financial Advisors
450
CAPTRUST Financial Advisors
North Carolina
$160K +$30.2K +471 +23%
16 17
18
19 20