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CMS Energy
CMS

Overview Fund Activity

554 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
65
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$118M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.3B
3
CVA
3
Ceredex Value Advisors
Florida
$47.5M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$54.8M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$301M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$141M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$258M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Invesco
4
Invesco
Georgia
$283M
5
ZIM
5
Zacks Investment Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
476
Royal Fund Management
Florida
$52K +$3.34K +53 +7%
PA
477
Parallel Advisors
California
$49K +$11.9K +185 +32%
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$10.3K -160 -18%
RIA
479
Realta Investment Advisors
Delaware
$47K -$17.3K -273 -27%
CIA
480
CSat Investment Advisory
Michigan
$47K +$192 +3 +0.4%
LFG
481
LifePlan Financial Group
Ohio
$46K – – –
ASN
482
Advisory Services Network
Georgia
$43K – – –
CWM
483
Cranbrook Wealth Management
Michigan
$39K – – –
SF
484
Synovus Financial
Georgia
$39K – – –
CI
485
CX Institutional
Indiana
$39K +$450 +7 +1%
AIM
486
Advantage Investment Management
Iowa
$38K – – –
VCM
487
Vigilant Capital Management
Maine
$37K – – –
MAM
488
Meeder Asset Management
Ohio
$34K +$5.07K +80 +18%
RWA
489
Ropes Wealth Advisors
Massachusetts
$33K – – –
RFA
490
Reilly Financial Advisors
California
$32K – – –
AP
491
Advisors Preferred
Maryland
$30K +$2.41K +38 +9%
GI
492
Gradient Investments
Minnesota
$28K – – –
MSFP
493
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
HPC
494
HM Payson & Co
Maine
$26K +$12K +191 +86%
LWA
495
Lenox Wealth Advisors
New York
$26K +$26K +402 New
BFEC
496
Benjamin F. Edwards & Company
Missouri
$23K -$7.22K -114 -24%
VCM
497
Versant Capital Management
Arizona
$22K -$2.98K -48 -12%
EARNEST Partners
498
EARNEST Partners
Georgia
$22K – – –
TCOV
499
Trust Company of Vermont
Vermont
$22K – – –
MAM
500
Marquette Asset Management
Minnesota
$21K – – –
18 19
20
21 22