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CMS Energy
CMS

Overview Fund Activity

554 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
65
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$118M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.3B
3
CVA
3
Ceredex Value Advisors
Florida
$47.5M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$54.8M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$301M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$141M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$258M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Invesco
4
Invesco
Georgia
$283M
5
ZIM
5
Zacks Investment Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
501
JNBA Financial Advisors
Minnesota
$19K -$9.5K -150 -33%
TSW
502
Thompson Siegel & Walmsley
Virginia
$19K – – –
OIA
503
Optimum Investment Advisors
Illinois
$18K – – –
CTC
504
Central Trust Company
Missouri
$17K – – –
PFBT
505
Parkside Financial Bank & Trust
Missouri
$16K – – –
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
Rockefeller Capital Management
507
Rockefeller Capital Management
New York
$16K +$3.58K +56 +29%
SLF
508
Sun Life Financial
Ontario, Canada
$15K +$195 +3 +1%
GWM
509
Geneos Wealth Management
Colorado
$15K +$15K +239 New
VEA
510
Virtus ETF Advisers
New York
$14K – – –
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
EW
512
Evoke Wealth
California
$11.1K +$11.1K +174 New
FHA
513
Flagship Harbor Advisors
Massachusetts
$11K – – –
GWMIA
514
Global Wealth Management Investment Advisory
Florida
$11K – – –
KPCM
515
Kings Point Capital Management
New York
$11K – – –
RA
516
Rational Advisors
New York
$11K +$6.66K +106 +154%
BCI
517
Brinker Capital Investments
Pennsylvania
$10K – – –
IRC
518
Investors Research Corp
Georgia
$10K +$10K +151 New
TFA
519
Toth Financial Advisory
Virginia
$9K +$63 +1 +0.7%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
AF
521
Arrow Financial
New York
$8K – – –
WPA
522
West Paces Advisors
Georgia
$7.04K – – –
BL
523
Balentine LLC
Georgia
$7K -$972 -15 -12%
EWA
524
Evolution Wealth Advisors
Florida
$7K +$7K +103 New
FHA
525
First Horizon Advisors
Tennessee
$6K -$111K -1,875 -95%
19 20
21
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