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CMS Energy
CMS

Overview Fund Activity

555 hedge funds and large institutions have $15.9B invested in CMS Energy in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 201 reducing their positions, and 53 closing their positions.

Holders
555
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
11.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
194
Reduced
201
Closed
53
Calls
$8.15M
Puts
$7.47M
Net Calls
+$674K
Net Calls Change
+$1.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B
2
Capital International Investors
2
Capital International Investors
California
$489M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$106M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$388M
5
BlackRock
5
BlackRock
New York
$1.62B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$436M
2
GQG Partners
2
GQG Partners
Florida
$6.69M
3
CVA
3
Ceredex Value Advisors
Florida
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16B
5
American Century Companies
5
American Century Companies
Missouri
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
501
Lazard Asset Management
New York
$15K 253 +127 +101%
PI
502
PineBridge Investments
New York
$14K 224 -175 -44%
PW
503
Price Wealth
Texas
$12K 201 +201 New
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$11K 186 – –
FHA
505
Flagship Harbor Advisors
Massachusetts
$11K 183 – –
GWMIA
506
Global Wealth Management Investment Advisory
Florida
$11K 177 – –
KPCM
507
Kings Point Capital Management
New York
$11K 176 – –
SLF
508
Sun Life Financial
Ontario, Canada
$11K 172 +3 +2%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$11K 180 +65 +57%
NNP
510
Nachman Norwood & Parrott
South Carolina
$10K 159 +159 New
IRC
511
Investors Research Corp
Georgia
$9K 151 – –
CAM
512
Costello Asset Management
Pennsylvania
$9K 1,408 – –
HWM
513
HighMark Wealth Management
Minnesota
$9K 150 – –
TFA
514
Toth Financial Advisory
Virginia
$9K 146 +1 +0.7%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$9K 143 +5 +4%
AssetMark Inc
516
AssetMark Inc
California
$8K 134 – –
CHAM
517
Clear Harbor Asset Management
Connecticut
$7.68K 125 +125 New
LFG
518
LifePlan Financial Group
Ohio
$7K 110 – –
AF
519
Arrow Financial
New York
$7K 121 – –
NFSG
520
Newbridge Financial Services Group
Florida
$7K 114 +114 New
AF
521
Allworth Financial
California
$6K 100 – –
FHA
522
First Horizon Advisors
Tennessee
$6K 101 – –
AWM
523
Avior Wealth Management
Nebraska
$6K 100 – –
BWL
524
Bogart Wealth LLC
Virginia
$6K 100 – –
GRP
525
Global Retirement Partners
California
$6K 99 – –
19 20
21
22 23