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CMS Energy

577 hedge funds and large institutions have $16.6B invested in CMS Energy in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+23
Holders Change %
+4.15%
% of All Funds
11.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
81
Increased
221
Reduced
199
Closed
45
Calls
$24.7M
Puts
$609K
Net Calls
+$24.1M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
451
Paradigm Asset Management
New York
$94.3K +$94.3K +1,500 New
IFAM
452
Institutional & Family Asset Management
Colorado
$93K +$93K +1,486 New
ZB
453
Zions Bancorporation
Utah
$91K -$14.6K -231 -14%
LC
454
Lindbrook Capital
California
$90K +$3.35K +53 +4%
OAM
455
Oppenheimer Asset Management
New York
$82K -$1.82K -29 -2%
SWA
456
Sutton Wealth Advisors
Florida
$76.7K
IA
457
IFP Advisors
Florida
$76K -$46.2K -738 -38%
APA
458
American Portfolios Advisors
New York
$74.8K -$52.3K -832 -41%
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$72K -$45K -714 -38%
CAW
460
Cornerstone Advisors (Washington)
Washington
$72K +$2.51K +40 +4%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$66K
ASN
462
Advisory Services Network
Georgia
$66K +$18.8K +300 +40%
PA
463
Procyon Advisors
Connecticut
$66K +$66K +1,049 New
RA
464
Rational Advisors
New York
$64K +$53.1K +851 +486%
FGAM
465
Financial Gravity Asset Management
Texas
$63K
HB
466
Horizon Bancorp
Indiana
$63K +$63K +1,000 New
BCM
467
Brooktree Capital Management
Michigan
$63K +$63K +1,000 New
SBL
468
Sargent Bickham Lagudis
Colorado
$61K +$6.92K +110 +13%
PB
469
Pinnacle Bancorp
Nebraska
$60K
EI
470
Ellevest Inc
New York
$58K +$58K +921 New
BCA
471
Berman Capital Advisors
Georgia
$57K +$125 +2 +0.2%
CIA
472
CSat Investment Advisory
Michigan
$57K +$11.3K +182 +25%
GLI
473
Guardian Life Insurance
New York
$52K +$560 +9 +1%
RFM
474
Royal Fund Management
Florida
$51K -$563 -9 -1%
TSW
475
Thompson Siegel & Walmsley
Virginia
$50K +$31K +489 +163%