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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 Market Value Shares Shares
Change 		Shares
Change %
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$9K 177 +177 New
BBA
502
Braun-Bostich & Associates
Pennsylvania
$8K 163 – –
FHA
503
Flagship Harbor Advisors
Massachusetts
$8K 178 – –
BCI
504
Brinker Capital Investments
Pennsylvania
$8K 155 – –
RA
505
Rational Advisors
New York
$8K 152 +134 +744%
APA
506
American Portfolios Advisors
New York
$7.1K 143 +143 New
TFA
507
Toth Financial Advisory
Virginia
$7K 139 +1 +0.7%
PWMG
508
Prestige Wealth Management Group
New Jersey
$7K 132 +132 New
GRP
509
Global Retirement Partners
California
$6K 125 -25 -17%
MFBTD
510
MB Financial Bank - Trust Department
Illinois
$6K 114 – –
AF
511
Arrow Financial
New York
$6K 121 – –
ClearBridge Investments
512
ClearBridge Investments
New York
$6K 120 – –
AIA
513
Alera Investment Advisors
Illinois
$6K 118 +118 New
LPWM
514
Lake Point Wealth Management
Texas
$6K 127 +127 New
WPA
515
West Paces Advisors
Georgia
$5.46K 110 – –
OFW
516
Omnia Family Wealth
Florida
$5K 108 – –
AF
517
Allworth Financial
California
$5K 100 – –
AC
518
Avestar Capital
New York
$5K 141 +7 +5%
W
519
WealthOne
New York
$5K 100 +100 New
WCM
520
WealthBridge Capital Management
Ohio
$5K 100 +100 New
ASN
521
Advisory Services Network
Georgia
$4K 89 – –
PGWM
522
Parisi Gray Wealth Management
New Jersey
$4K 74 – –
BWL
523
Bogart Wealth LLC
Virginia
$4K 100 – –
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$4K 84 – –
TWA
525
TCI Wealth Advisors
Arizona
$4K 80 +5 +7%
19 20
21
22 23