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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.

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 %
AAMU
476
Amundi Asset Management US
Massachusetts
$19.5K -$3.24K -65,311 -14%
SWM
477
SeaCrest Wealth Management
New York
$18K +$1.13K +23 +7%
LFA
478
Legacy Financial Advisors
Kentucky
$18K +$5.35K +107 +42%
PCP
479
Proficio Capital Partners
Massachusetts
$17K – – –
CIA
480
CSat Investment Advisory
Michigan
$16K +$1.35K +27 +9%
BCA
481
Berman Capital Advisors
Georgia
$16K +$16K +341 New
TSW
482
Thompson Siegel & Walmsley
Virginia
$15K -$400K -8,000 -96%
Rockefeller Capital Management
483
Rockefeller Capital Management
New York
$15K – – –
JFA
484
JNBA Financial Advisors
Minnesota
$15K +$15K +300 New
MOS
485
MGO One Seven
Ohio
$15K +$15K +311 New
OIA
486
Optimum Investment Advisors
Illinois
$14K – – –
PFBT
487
Parkside Financial Bank & Trust
Missouri
$13K – – –
GTAM
488
Global Trust Asset Management
Florida
$13K – – –
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$13K +$7.4K +144 +132%
NA
490
NewEdge Advisors
Louisiana
$12.2K +$497 +10,013 +4%
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$1.13K -23 -9%
CB
492
Community Bank
New York
$12K – – –
EARNEST Partners
493
EARNEST Partners
Georgia
$12K – – –
AssetMark Inc
494
AssetMark Inc
California
$12K +$5.41K +110 +82%
CTC
495
Central Trust Company
Missouri
$11K -$5.32K -106 -33%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
WAM
497
Watermark Asset Management
California
$11K +$98 +2 +0.9%
FTI
498
Fiduciary Trust International
Massachusetts
$11K +$11K +230 New
NIM
499
NuWave Investment Management
New Jersey
$10K +$9.02K +165 +917%
WANY
500
Wealthspire Advisors (New York)
New York
$10K +$10K +193 New
18 19
20
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