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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 %
PWM
526
PRW Wealth Management
Massachusetts
$4K 86 +86 New
HT
527
Heritage Trust
Oklahoma
$3K 58 – –
LNB
528
Ledyard National Bank
$3K 70 – –
GAM
529
Gemmer Asset Management
California
$3K 68 – –
SFSIG
530
San Francisco Sentry Investment Group
California
$3K 54 – –
CFA
531
Clarfeld Financial Advisors
New York
$3K 51 +51 New
SIM
532
Sonora Investment Management
Arizona
$3K 54 +54 New
FCA
533
FinTrust Capital Advisors
South Carolina
$3K 60 +60 New
CAC
534
Certified Advisory Corp
Florida
$2K 38 – –
Lazard Asset Management
535
Lazard Asset Management
New York
$2K 48 – –
TFO
536
Tarbox Family Office
California
$2K 43 – –
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K 37 – –
GWS
538
Glassman Wealth Services
Virginia
$2K 42 – –
KCM
539
Karp Capital Management
California
$2K 39 +39 New
ATC
540
Adirondack Trust Company
New York
$2K 40 +40 New
Schroder Investment Management Group
541
Schroder Investment Management Group
United Kingdom
$1.1K 22,051 -7,975 -27%
VFA
542
Valeo Financial Advisors
Indiana
$1K 15 -31 -67%
SMFS
543
Squar Milner Financial Services
California
$1K 30 – –
FLI
544
Family Legacy Inc
South Carolina
$1K 22 – –
TFA
545
Transamerica Financial Advisors
Florida
$1K 5 – –
FGC
546
Financial Gravity Companies
Texas
$1K 13 +13 New
BWM
547
BerganKDV Wealth Management
Minnesota
$1K 23 +23 New
ESB
548
Essex Savings Bank
Connecticut
$1K 24 +24 New
GEA
549
Glen Eagle Advisors
New Jersey
$794 16 – –
GT
550
Glenmede Trust
Pennsylvania
$573 11,578 +2,261 +24%
20 21
22
23 24