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CMS Energy
CMS

Overview Fund Activity

570 hedge funds and large institutions have $14.6B invested in CMS Energy in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 222 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+18
Holders Change %
+3.26%
% of All Funds
12.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
84
Increased
222
Reduced
174
Closed
58
Calls
$11.4M
Puts
$6.15M
Net Calls
+$5.27M
Net Calls Change
+$2.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$151M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$112M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$42.7M
5
State Street
5
State Street
Massachusetts
$792M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$16.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$297M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
BC
4
Brookfield Corp
Ontario, Canada
$47.8M
5
BlackRock
5
BlackRock
New York
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
501
OneDigital Investment Advisors
Kansas
$25K -$32.8K -600 -57%
GI
502
Gradient Investments
Minnesota
$24K – – –
MA
503
MUFG Americas
New York
$23K +$23K +423 New
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
RA
505
Rational Advisors
New York
$22K +$13.5K +241 +159%
LFA
506
Legacy Financial Advisors
Kentucky
$21K +$947 +17 +5%
SWM
507
SeaCrest Wealth Management
New York
$20K – – –
TCOV
508
Trust Company of Vermont
Vermont
$19K -$12.6K -229 -40%
CIA
509
CSat Investment Advisory
Michigan
$19K +$1.23K +22 +7%
MAM
510
Marquette Asset Management
Minnesota
$18K +$18K +322 New
TSW
511
Thompson Siegel & Walmsley
Virginia
$17K – – –
JFA
512
JNBA Financial Advisors
Minnesota
$17K – – –
OIA
513
Optimum Investment Advisors
Illinois
$16K – – –
WCM
514
WealthBridge Capital Management
Ohio
$15K +$9.4K +168 +168%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
PFBT
516
Parkside Financial Bank & Trust
Missouri
$13K -$2.84K -50 -18%
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
CB
518
Community Bank
New York
$13K – – –
EARNEST Partners
519
EARNEST Partners
Georgia
$13K – – –
CTC
520
Central Trust Company
Missouri
$12K – – –
MGIA
521
Moneta Group Investment Advisors
Missouri
$11K +$11K +198 New
DBT
522
Dubuque Bank & Trust
Iowa
$11K +$11K +200 New
GWMIA
523
Global Wealth Management Investment Advisory
Florida
$10K – – –
BCI
524
Brinker Capital Investments
Pennsylvania
$9K – – –
FHA
525
Flagship Harbor Advisors
Massachusetts
$9K +$50 +1 +0.6%
19 20
21
22 23