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CMS Energy
CMS

Overview Fund Activity

555 hedge funds and large institutions have $15.9B invested in CMS Energy in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 201 reducing their positions, and 53 closing their positions.

Holders
555
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
11.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
194
Reduced
201
Closed
53
Calls
$8.15M
Puts
$7.47M
Net Calls
+$674K
Net Calls Change
+$1.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B
2
Capital International Investors
2
Capital International Investors
California
$489M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$106M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$388M
5
BlackRock
5
BlackRock
New York
$1.62B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$436M
2
GQG Partners
2
GQG Partners
Florida
$6.69M
3
CVA
3
Ceredex Value Advisors
Florida
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16B
5
American Century Companies
5
American Century Companies
Missouri
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
PB
451
Pinnacle Bancorp
Nebraska
$59K 959 – –
RA
452
Rational Advisors
New York
$59K 966 +467 +94%
EI
453
Ellevest Inc
New York
$57K 921 – –
ZB
454
Zions Bancorporation
Utah
$52K 849 – –
CI
455
CX Institutional
Indiana
$51K 835 +226 +37%
RWA
456
Ropes Wealth Advisors
Massachusetts
$51K 823 +231 +39%
HIA
457
Harbor Investment Advisory
Maryland
$51K 826 +826 New
CFB
458
Cullen/Frost Bankers
Texas
$50K 815 +15 +2%
PA
459
Parallel Advisors
California
$47K 768 +67 +10%
SIC
460
Salem Investment Counselors
North Carolina
$46K 755 – –
PCM
461
Prelude Capital Management
New York
$44K 724 -3,869 -84%
CFO
462
CVA Family Office
Colorado
$44K 715 +285 +66%
Millennium Management
463
Millennium Management
New York
$39.8K 647,419 -133,400 -17%
CFFP
464
Center for Financial Planning
Michigan
$39K 636 -61 -9%
LC
465
Lindbrook Capital
California
$38K 612 -160 -21%
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$38K 617 +118 +24%
BBL
467
Beck Bode LLC
Massachusetts
$37K 602 +602 New
VCM
468
Vigilant Capital Management
Maine
$36K 582 – –
Loomis, Sayles & Company
469
Loomis, Sayles & Company
Massachusetts
$36K 583 +378 +184%
LS
470
Leelyn Smith
Illinois
$35K 565 – –
FQ
471
First Quadrant
California
$35K 567 – –
GFPC
472
Global Financial Private Client
Florida
$34.4K 557 – –
JWM
473
Jeppson Wealth Management
California
$34K 552 +552 New
Rockefeller Capital Management
474
Rockefeller Capital Management
New York
$32K 531 -289 -35%
JFGIW
475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K 522 – –
17 18
19
20 21