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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 %
Twin Tree Management
476
Twin Tree Management
Texas
$31K 504 -408 -45%
RFA
477
Reilly Financial Advisors
California
$31K 500 – –
Bank Julius Baer & Co
478
Bank Julius Baer & Co
Switzerland
$31K 512 +512 New
WPA
479
West Paces Advisors
Georgia
$28.5K 464 – –
GI
480
Gradient Investments
Minnesota
$28K 449 – –
FRA
481
Front Row Advisors
California
$26K 420 – –
NIM
482
NuWave Investment Management
New Jersey
$25K 403 -2,615 -87%
AF
483
Advisornet Financial
Minnesota
$25K 400 -200 -33%
CB
484
CNB Bank
Pennsylvania
$25K 413 – –
LWA
485
Lenox Wealth Advisors
New York
$25K 402 – –
MSFP
486
Mark Sheptoff Financial Planning
Connecticut
$25K 400 – –
PCG
487
Private Capital Group
Connecticut
$25K 409 – –
BFEC
488
Benjamin F. Edwards & Company
Missouri
$22K 363 – –
MAM
489
Marquette Asset Management
Minnesota
$20K 322 – –
PFBT
490
Parkside Financial Bank & Trust
Missouri
$20K 327 +6 +2%
PWMG
491
Prestige Wealth Management Group
New Jersey
$20K 338 +68 +25%
EARNEST Partners
492
EARNEST Partners
Georgia
$20K 333 +95 +40%
VCM
493
Versant Capital Management
Arizona
$18K 305 – –
HPC
494
HM Payson & Co
Maine
$18K 298 – –
TSW
495
Thompson Siegel & Walmsley
Virginia
$18K 300 – –
JFA
496
JNBA Financial Advisors
Minnesota
$18K 300 – –
APWM
497
Atlas Private Wealth Management
New York
$18K 298 +298 New
OIA
498
Optimum Investment Advisors
Illinois
$17K 283 – –
WT
499
Whittier Trust
California
$16K 260 – –
CTC
500
Central Trust Company
Missouri
$15K 243 -19 -7%
18 19
20
21 22