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CMS Energy
CMS

Overview Fund Activity

518 hedge funds and large institutions have $13B invested in CMS Energy in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 183 increasing their positions, 196 reducing their positions, and 35 closing their positions.

Holders
518
Holders Change
+11
Holders Change %
+2.17%
% of All Funds
11.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
50
Increased
183
Reduced
196
Closed
35
Calls
$3.65M
Puts
$3M
Net Calls
+$652K
Net Calls Change
-$2.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$628M
2
Goldman Sachs
2
Goldman Sachs
New York
$325M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$143M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$134M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.75M
3
CVA
3
Ceredex Value Advisors
Florida
$0
4
ZP
4
Zimmer Partners
New York
$387K
5
MBA
5
Maple-Brown Abbott
Australia
$42.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LNB
501
Ledyard National Bank
$3K 70 +70 New
GWS
502
Glassman Wealth Services
Virginia
$2K 42 – –
VIA
503
Vantage Investment Advisors
Pennsylvania
$2K 38 – –
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K 37 – –
TFO
505
Tarbox Family Office
California
$2K 43 – –
CAC
506
Certified Advisory Corp
Florida
$2K 38 +22 +138%
VFA
507
Valeo Financial Advisors
Indiana
$2K 46 +46 New
Lazard Asset Management
508
Lazard Asset Management
New York
$2K 48 +48 New
NIM
509
NuWave Investment Management
New Jersey
$1K 18 -576 -97%
RA
510
Rational Advisors
New York
$1K 18 -169 -90%
TFA
511
Transamerica Financial Advisors
Florida
$1K 5 -5 -50%
FLI
512
Family Legacy Inc
South Carolina
$1K 22 – –
SMFS
513
Squar Milner Financial Services
California
$1K 30 – –
CAG
514
Csenge Advisory Group
Florida
$1K 30 +30 New
GEA
515
Glen Eagle Advisors
New Jersey
$784 16 – –
CVA
516
Ceredex Value Advisors
Florida
– – -1,151,750 Closed
Marshall Wace
517
Marshall Wace
United Kingdom
– – -286,867 Closed
SCM
518
Stevens Capital Management
Pennsylvania
– – -211,217 Closed
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
– – -201,462 Closed
Royal London Asset Management
520
Royal London Asset Management
United Kingdom
– – -127,099 Closed
Connor, Clark & Lunn Investment Management (CC&L)
521
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -86,125 Closed
SG Americas Securities
522
SG Americas Securities
New York
– – -47,653 Closed
QC
523
Quadrature Capital
United Kingdom
– – -35,793 Closed
1832 Asset Management
524
1832 Asset Management
Ontario, Canada
– – -35,478 Closed
MC
525
Menta Capital
California
– – -28,678 Closed
19 20
21
22 23