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CMS Energy
CMS

Overview Fund Activity

552 hedge funds and large institutions have $12.9B invested in CMS Energy in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 190 increasing their positions, 190 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
12.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
87
Increased
190
Reduced
190
Closed
49
Calls
$6.34M
Puts
$3.58M
Net Calls
+$2.76M
Net Calls Change
+$2.11M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$745M
2
GQG Partners
2
GQG Partners
Florida
$80.8M
3
Capital International Investors
3
Capital International Investors
California
$204M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.73B
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$56.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$601M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$99.3M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$294M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
451
Kaizen Advisory
Illinois
$36K +$7.06K +144 +24%
AP
452
Advisors Preferred
Maryland
$31K +$31K +623 New
SF
453
Synovus Financial
Georgia
$30K -$45.1K -914 -60%
CWM
454
Cranbrook Wealth Management
Michigan
$30K +$30K +608 New
VCM
455
Vigilant Capital Management
Maine
$29K -$399K -8,000 -93%
AIM
456
Advantage Investment Management
Iowa
$29K – – –
VCM
457
Versant Capital Management
Arizona
$28K – – –
TCOV
458
Trust Company of Vermont
Vermont
$28K +$1.81K +37 +7%
ACS
459
Archford Capital Strategies
Illinois
$27K – – –
CYG
460
Clean Yield Group
Vermont
$27K +$27K +537 New
BBHC
461
Brown Brothers Harriman & Co
New York
$27K +$27K +542 New
JA
462
JOYN Advisors
Georgia
$26K -$149 -3 -0.6%
RWA
463
Ropes Wealth Advisors
Massachusetts
$26K – – –
FC
464
Ferris Capital
Massachusetts
$26K – – –
CI
465
CX Institutional
Indiana
$26K +$536 +11 +2%
AS
466
Altshuler Shaham
Israel
$26K +$1.78K +36 +7%
DWM
467
Destination Wealth Management
California
$25K – – –
RFA
468
Reilly Financial Advisors
California
$25K +$25K +500 New
CG
469
Cutler Group
California
$24K -$72K -1,500 -75%
PA
470
Parallel Advisors
California
$24K +$3.66K +76 +18%
CA
471
Claro Advisors
Massachusetts
$24K +$24K +487 New
Loomis, Sayles & Company
472
Loomis, Sayles & Company
Massachusetts
$24K +$24K +488 New
WA
473
WealthTrust-Arizona
Arizona
$23K +$654 +13 +3%
GI
474
Gradient Investments
Minnesota
$21K -$921 -19 -4%
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
17 18
19
20 21