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CMS Energy
CMS

Overview Fund Activity

497 hedge funds and large institutions have $11.5B invested in CMS Energy in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 177 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-20
Holders Change %
-3.87%
% of All Funds
11.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
60
Increased
183
Reduced
177
Closed
75
Calls
$4.38M
Puts
$251K
Net Calls
+$4.13M
Net Calls Change
+$3.14M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$319M
2
Citadel Advisors
2
Citadel Advisors
Florida
$208M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.47B
4
BlackRock
4
BlackRock
New York
$1.31B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$79.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$772M
2
Millennium Management
2
Millennium Management
New York
$37.2M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$107M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
476
Parisi Gray Wealth Management
New Jersey
$3K – – –
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
TWA
478
TCI Wealth Advisors
Arizona
$3K – – –
GAM
479
Gemmer Asset Management
California
$3K – – –
HT
480
Heritage Trust
Oklahoma
$3K – – –
SPIA
481
Steward Partners Investment Advisory
New York
$3K – – –
TFA
482
Transamerica Financial Advisors
Florida
$2K -$1.01M -14,106 -100%
LFA
483
Legacy Financial Advisors
Kentucky
$2K -$4.2K -103 -68%
TFO
484
Tarbox Family Office
California
$2K -$2.37K -51 -54%
SFSIG
485
San Francisco Sentry Investment Group
California
$2K – – –
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
VIA
487
Vantage Investment Advisors
Pennsylvania
$2K – – –
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +54 New
SLF
489
Sun Life Financial
Ontario, Canada
$1.29K -$12.4K -560 -91%
GWS
490
Glassman Wealth Services
Virginia
$1K – – –
PCG
491
Private Capital Group
Connecticut
$1K – – –
JA
492
JOYN Advisors
Georgia
$1K +$1K +13 New
GEA
493
Glen Eagle Advisors
New Jersey
$725 – – –
OTC
494
Opera Trading Capital
France
$9 +$9 +200 New
BC
495
Brookfield Corp
Ontario, Canada
– -$72.6M -1,534,959 Closed
N
496
Natixis
France
– -$10.9M -229,757 Closed
OAC
497
OMERS Administration Corp
Ontario, Canada
– -$9.85M -208,200 Closed
Marshall Wace
498
Marshall Wace
United Kingdom
– -$8.02M -169,503 Closed
QIM
499
Quantitative Investment Management
Virginia
– -$8.02M -169,500 Closed
BC
500
Blackstart Capital
New York
– -$7.94M -167,845 Closed
18 19
20
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