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CMS Energy
CMS

Overview Fund Activity

471 hedge funds and large institutions have $10.5B invested in CMS Energy in 2016 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 164 increasing their positions, 173 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+43
Holders Change %
+10.05%
% of All Funds
12.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
74
Increased
164
Reduced
173
Closed
30
Calls
$14.8M
Puts
$2.49M
Net Calls
+$12.3M
Net Calls Change
-$1.55M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$883M
2
Millennium Management
Millennium Management
New York
$91.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.12B
4
Invesco
Invesco
Georgia
$156M
5
HI
Honeywell International
North Carolina
$85.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$319M
2
Norges Bank
Norges Bank
Norway
$148M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$5.87M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$203M
5
Fidelity International
Fidelity International
Bermuda
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
451
Cornerstone Advisors (Washington)
Washington
$5K +$354 +9 +8%
EWM
452
Evercore Wealth Management
New York
$4K – – –
TRCT
453
Tower Research Capital (TRC)
New York
$4K +$4K +89 New
ZB
454
Zions Bancorporation
Utah
$3K – – –
SNT
455
Security National Trust
West Virginia
$3K – – –
TSU
456
TD Securities (USA)
New York
$3K +$48 +1 +2%
MWP
457
MYCIO Wealth Partners
Pennsylvania
$3K +$3K +62 New
TWA
458
TCI Wealth Advisors
Arizona
$3K +$3K +70 New
IWM
459
Integrated Wealth Management
California
$2K -$17.5K -412 -90%
TCA
460
Tortoise Capital Advisors
Kansas
$2K -$579 -11 -22%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$2K – – –
FIB
462
First Interstate Bank
Montana
$2K – – –
TFO
463
Tarbox Family Office
California
$2K – – –
PCP
464
Proficio Capital Partners
Massachusetts
$2K +$684 +13 +52%
LP
465
LMR Partners
United Kingdom
$1.7K +$1.39K +32,659 +446%
HW
466
Hancock Whitney
Mississippi
$1K +$25 +585 +3%
FHA
467
First Horizon Advisors
Tennessee
$1K – – –
BWA
468
Burt Wealth Advisors
Maryland
$1K +$1K +24 New
AIA
469
Alerus Investment Advisors
Minnesota
$1K +$1K +31 New
EWM
470
Endurance Wealth Management
Rhode Island
$212 – – –
ED
471
Exane Derivatives
France
$42 – – –
VFA
472
Virtus Fund Advisers
Connecticut
– -$42.9M -1,188,700 Closed
WI
473
WBI Investments
New Jersey
– -$5.81M -160,999 Closed
Rafferty Asset Management
474
Rafferty Asset Management
New York
– -$3.32M -90,587 Closed
Korea Investment Corp
475
Korea Investment Corp
South Korea
– -$2.15M -59,700 Closed
17 18
19
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