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CMS Energy
CMS

Overview Fund Activity

474 hedge funds and large institutions have $11.4B invested in CMS Energy in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-7
Holders Change %
-1.46%
% of All Funds
11.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
181
Closed
44
Calls
$511K
Puts
$3K
Net Calls
+$508K
Net Calls Change
-$3.26M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$209M
3
Millennium Management
3
Millennium Management
New York
$183M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$995M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$649M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$328M
2
Cohen & Steers
2
Cohen & Steers
New York
$50.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$227M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
451
ClearBridge Investments
New York
$7K – – –
AFNAS
452
American Financial Network Advisory Services
California
$7K +$7K +150 New
WPA
453
West Paces Advisors
Georgia
$6.21K -$1.3K -28 -17%
GRP
454
Global Retirement Partners
California
$6K -$1.41K -30 -19%
WT
455
Whittier Trust
California
$6K – – –
JWA
456
JFS Wealth Advisors
Pennsylvania
$6K – – –
MFBTD
457
MB Financial Bank - Trust Department
Illinois
$5K – – –
OFW
458
Omnia Family Wealth
Florida
$5K – – –
FIB
459
First Interstate Bank
Montana
$5K – – –
AF
460
Allworth Financial
California
$5K – – –
TFO
461
Tarbox Family Office
California
$4K +$2.17K +51 +119%
BL
462
Balentine LLC
Georgia
$3K – – –
TWA
463
TCI Wealth Advisors
Arizona
$3K – – –
GAM
464
Gemmer Asset Management
California
$3K – – –
SFSIG
465
San Francisco Sentry Investment Group
California
$3K – – –
SPIA
466
Steward Partners Investment Advisory
New York
$3K – – –
TCA
467
Tortoise Capital Advisors
Kansas
$2K – – –
VIA
468
Vantage Investment Advisors
Pennsylvania
$2K – – –
LWCFA
469
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +37 New
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +40 New
Walleye Trading
471
Walleye Trading
New York
$1.22K +$1.22K +26,338 New
GWS
472
Glassman Wealth Services
Virginia
$1K – – –
GEA
473
Glen Eagle Advisors
New Jersey
$741 – – –
BC
474
Brookfield Corp
Ontario, Canada
– -$41.4M -894,959 Closed
CC
475
Carlson Capital
Texas
– -$13.7M -295,200 Closed
17 18
19
20 21