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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 %
TWA
451
TCI Wealth Advisors
Arizona
$3K – – –
SNT
452
Security National Trust
West Virginia
$3K – – –
EFSCE
453
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +61 New
Canada Pension Plan Investment Board
454
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$2.05M -49,221 -100%
WAM
455
Wealthspire Advisors (Maryland)
Maryland
$2K -$61.7K -1,666 -97%
BL
456
Balentine LLC
Georgia
$2K – – –
PFBT
457
Parkside Financial Bank & Trust
Missouri
$2K – – –
VIA
458
Vantage Investment Advisors
Pennsylvania
$2K – – –
TFO
459
Tarbox Family Office
California
$2K – – –
TCA
460
Tortoise Capital Advisors
Kansas
$2K +$449 +11 +29%
GAM
461
Gemmer Asset Management
California
$2K +$2K +46 New
HCM
462
Herndon Capital Management
Georgia
$1K – – –
PIA
463
Piedmont Investment Advisors
North Carolina
$546 – – –
LCS
464
Levin Capital Strategies
New York
$275 -$21 -490 -7%
ED
465
Exane Derivatives
France
$42 – – –
SBL
466
Sargent Bickham Lagudis
Colorado
$36 -$4 -105 -11%
GE
467
General Electric
Ohio
– -$24.5M -534,294 Closed
Marshall Wace
468
Marshall Wace
United Kingdom
– -$18.8M -410,700 Closed
MPAM
469
Monarch Partners Asset Management
Massachusetts
– -$14.5M -316,819 Closed
HCM
470
Highbridge Capital Management
New York
– -$13M -283,800 Closed
VBCP
471
Vollero Beach Capital Partners
New York
– -$4.27M -93,078 Closed
ZIG
472
Zurich Insurance Group
Switzerland
– -$3.35M -72,990 Closed
EA
473
Euclid Advisors
Connecticut
– -$2.63M -57,332 Closed
Korea Investment Corp
474
Korea Investment Corp
South Korea
– -$2.33M -50,700 Closed
CSS
475
Cubist Systematic Strategies
Connecticut
– -$2.22M -48,375 Closed
17 18
19
20 21