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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 %
Federated Hermes
426
Federated Hermes
Pennsylvania
$127K -$17.7K -289 -12%
FFC
427
First Financial Corp
Indiana
$127K – – –
MAM
428
Meeder Asset Management
Ohio
$116K +$25.1K +412 +28%
Simplex Trading
429
Simplex Trading
Illinois
$102K +$102K +1,677 New
APA
430
American Portfolios Advisors
New York
$98.8K -$40.4K -662 -29%
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$95K -$61.9K -1,011 -39%
OC
432
Oakworth Capital
Alabama
$95K – – –
FHC
433
First Horizon Corporation
Tennessee
$86K -$1.76K -29 -2%
CAM
434
Costello Asset Management
Pennsylvania
$86K – – –
NFG
435
Next Financial Group
Texas
$79K -$82.2K -1,349 -51%
SWA
436
Sutton Wealth Advisors
Florida
$75.8K – – –
HIA
437
Harbor Investment Advisory
Maryland
$72K +$21.3K +348 +42%
IAIM
438
International Assets Investment Management
Florida
$72K +$72K +1,175 New
CA
439
Clearstead Advisors
Ohio
$69K -$10.2K -166 -13%
ASN
440
Advisory Services Network
Georgia
$69K -$8.62K -141 -11%
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69K +$69K +1,130 New
MA
442
Montag & Associates
Georgia
$67K +$67K +1,100 New
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
BCA
444
Berman Capital Advisors
Georgia
$61K -$180 -3 -0.3%
SBL
445
Sargent Bickham Lagudis
Colorado
$59K – – –
PB
446
Pinnacle Bancorp
Nebraska
$59K – – –
HA
447
H2O AM
United Kingdom
$59K +$59K +962 New
CI
448
CX Institutional
Indiana
$52K +$978 +16 +2%
CFB
449
Cullen/Frost Bankers
Texas
$49K -$919 -15 -2%
WT
450
Whittier Trust
California
$49K +$33K +535 +206%
16 17
18
19 20