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CMS Energy
CMS

Overview Fund Activity

517 hedge funds and large institutions have $11.8B invested in CMS Energy in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+43
Holders Change %
+9.07%
% of All Funds
11.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
81
Increased
195
Reduced
159
Closed
35
Calls
$985K
Puts
–
Net Calls
+$985K
Net Calls Change
+$477K

Top Buyers

1
BlackRock
BlackRock
New York
$1.3B
2
BC
Brookfield Corp
Ontario, Canada
$72.6M
3
Renaissance Technologies
Renaissance Technologies
New York
$153M
4
Citadel Advisors
Citadel Advisors
Florida
$53.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$266M
2
Capital Research Global Investors
Capital Research Global Investors
California
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
4
Millennium Management
Millennium Management
New York
$149M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$632M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
451
Vigilant Capital Management
Maine
$28K – – –
AIM
452
Advantage Investment Management
Iowa
$28K – – –
AIS
453
AlphaOne Investment Services
Pennsylvania
$27K +$27K +563 New
GWM
454
Geneos Wealth Management
Colorado
$26K +$4.05K +87 +18%
MA
455
MUFG Americas
New York
$25K – – –
OPWM
456
Oak Point Wealth Management
Michigan
$25K +$25K +523 New
MCM
457
Mainstay Capital Management
Michigan
$24K +$24K +500 New
GI
458
Gradient Investments
Minnesota
$22K +$22K +462 New
PA
459
Parallel Advisors
California
$20K -$93 -2 -0.5%
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
AssetMark Inc
461
AssetMark Inc
California
$19K +$6.49K +138 +52%
AS
462
Altshuler Shaham
Israel
$18K +$18K +385 New
WTB
463
Washington Trust Bank
Washington
$17K -$8.26K -170 -33%
GBT
464
Grove Bank & Trust
Florida
$17K – – –
PCP
465
Proficio Capital Partners
Massachusetts
$16K +$1.76K +38 +12%
MOS
466
MGO One Seven
Ohio
$16K +$16K +348 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$15K +$2.19K +48 +17%
JFA
468
JNBA Financial Advisors
Minnesota
$14K – – –
TCOV
469
Trust Company of Vermont
Vermont
$13K – – –
KA
470
Kaizen Advisory
Illinois
$13K +$13K +268 New
WAM
471
Watermark Asset Management
California
$12K +$45 +1 +0.4%
GTAM
472
Global Trust Asset Management
Florida
$12K +$12K +256 New
CB
473
Community Bank
New York
$11K – – –
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
EARNEST Partners
475
EARNEST Partners
Georgia
$11K +$11K +239 New
17 18
19
20 21