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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 %
AF
476
Advisornet Financial
Minnesota
$24K – – –
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
RPWA
478
Regent Peak Wealth Advisors
Georgia
$24K +$24K +386 New
Capstone Investment Advisors
479
Capstone Investment Advisors
New York
$23K +$23K +369 New
EARNEST Partners
480
EARNEST Partners
Georgia
$20K – – –
MAM
481
Marquette Asset Management
Minnesota
$20K – – –
PFBT
482
Parkside Financial Bank & Trust
Missouri
$20K – – –
PWM
483
Perigon Wealth Management
California
$20K +$20K +334 New
RWA
484
Ropes Wealth Advisors
Massachusetts
$18K -$31.4K -523 -64%
TSW
485
Thompson Siegel & Walmsley
Virginia
$18K – – –
JFA
486
JNBA Financial Advisors
Minnesota
$18K – – –
VCM
487
Versant Capital Management
Arizona
$18K – – –
APWM
488
Atlas Private Wealth Management
New York
$18K – – –
HPC
489
HM Payson & Co
Maine
$18K – – –
BFEC
490
Benjamin F. Edwards & Company
Missouri
$16K -$6.6K -106 -29%
CTC
491
Central Trust Company
Missouri
$15K – – –
EIP
492
Ellis Investment Partners
Pennsylvania
$15K +$15K +240 New
PFO
493
Pathstone Family Office
New Jersey
$14K +$12K +201 +609%
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$13K +$13K +213 New
KPCM
495
Kings Point Capital Management
New York
$12K +$1.55K +26 +15%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
GWMIA
497
Global Wealth Management Investment Advisory
Florida
$11K – – –
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
SLF
499
Sun Life Financial
Ontario, Canada
$10K -$118 -2 -1%
AWA
500
Arkadios Wealth Advisors
Georgia
$10K +$10K +168 New
18 19
20
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