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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 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
–
Holders Change %
0%
% of All Funds
9.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
78
Increased
176
Reduced
206
Closed
72
Calls
$4.77M
Puts
$1.74M
Net Calls
+$3.03M
Net Calls Change
+$2.35M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$196M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$150M
3
ZP
Zimmer Partners
New York
$65.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$102M
5
CVA
Ceredex Value Advisors
Florida
$47.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$393M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$161M
3
Fidelity International
Fidelity International
Bermuda
$112M
4
BlackRock
BlackRock
New York
$1.57B
5
EVM
Eaton Vance Management
Massachusetts
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
451
Ellevest Inc
New York
$48K -$8.75K -142 -15%
SIC
452
Salem Investment Counselors
North Carolina
$46K – – –
PA
453
Parallel Advisors
California
$44K -$2.61K -43 -6%
CFO
454
CVA Family Office
Colorado
$44K – – –
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$43K +$5.42K +89 +14%
CSS
456
Cubist Systematic Strategies
Connecticut
$41K -$2.49M -40,426 -98%
VCG
457
Vantage Consulting Group
Virginia
$41K +$41K +673 New
SSB
458
Sandy Spring Bank
Maryland
$40K +$40K +655 New
CFFP
459
Center for Financial Planning
Michigan
$39K – – –
LC
460
Lindbrook Capital
California
$38K +$611 +10 +2%
VCM
461
Vigilant Capital Management
Maine
$36K – – –
CIA
462
CSat Investment Advisory
Michigan
$35K -$45.9K -761 -57%
FQ
463
First Quadrant
California
$35K – – –
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$35K +$3.01K +50 +9%
LS
465
Leelyn Smith
Illinois
$34K – – –
GFPC
466
Global Financial Private Client
Florida
$34K – – –
Loomis, Sayles & Company
467
Loomis, Sayles & Company
Massachusetts
$33K -$2.76K -45 -8%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
RA
469
Reby Advisors
Connecticut
$31K +$31K +510 New
WPA
470
West Paces Advisors
Georgia
$28.3K – – –
GI
471
Gradient Investments
Minnesota
$28K – – –
ZB
472
Zions Bancorporation
Utah
$26K -$25.8K -423 -50%
FRA
473
Front Row Advisors
California
$26K – – –
LWA
474
Lenox Wealth Advisors
New York
$25K – – –
CB
475
CNB Bank
Pennsylvania
$25K – – –
17 18
19
20 21