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CMS Energy

554 hedge funds and large institutions have $15.5B invested in CMS Energy in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 184 increasing their positions, 225 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
11.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
184
Reduced
225
Closed
63
Calls
$6.7M
Puts
$7.05M
Net Calls
-$348K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$12K -$702 -12 -6%
VFA
502
Valeo Financial Advisors
Indiana
$12K +$10.6K +179 +746%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.48K +25 +16%
SLF
504
Sun Life Financial
Ontario, Canada
$10K -$118 -2 -1%
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$10K
KPCM
506
Kings Point Capital Management
New York
$10K
FHA
507
Flagship Harbor Advisors
Massachusetts
$10K +$55 +1 +0.5%
IRC
508
Investors Research Corp
Georgia
$9K
HWM
509
HighMark Wealth Management
Minnesota
$9K +$1.62K +27 +22%
AssetMark Inc
510
AssetMark Inc
California
$8K
TFA
511
Toth Financial Advisory
Virginia
$8K +$55 +1 +0.7%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$8K +$464 +8 +6%
BWM
513
BerganKDV Wealth Management
Minnesota
$8K +$1.18K +20 +17%
AF
514
Arrow Financial
New York
$7K
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +115 New
Lazard Asset Management
516
Lazard Asset Management
New York
$7K +$7K +126 New
AF
517
Allworth Financial
California
$6K -$1.1M -18,405 -99%
FHA
518
First Horizon Advisors
Tennessee
$6K -$25.2K -425 -81%
TFO
519
Tarbox Family Office
California
$6K -$11.6K -199 -66%
LFG
520
LifePlan Financial Group
Ohio
$6K
BWL
521
Bogart Wealth LLC
Virginia
$6K
EWA
522
Evolution Wealth Advisors
Florida
$6K
FWM
523
FSA Wealth Management
Massachusetts
$6K
CTB
524
Country Trust Bank
Illinois
$6K
GRP
525
Global Retirement Partners
California
$6K +$1.15K +19 +24%