CMS icon

CMS Energy

561 hedge funds and large institutions have $15.6B invested in CMS Energy in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-16
Holders Change %
-2.77%
% of All Funds
12.39%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
67
Increased
190
Reduced
226
Closed
80
Calls
$13.8M
Puts
$9.68M
Net Calls
+$4.11M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
526
FSA Wealth Management
Massachusetts
$6K
CTB
527
Country Trust Bank
Illinois
$6K +$6K +100 New
EWA
528
Evolution Wealth Advisors
Florida
$6K +$6K +103 New
MWM
529
MBE Wealth Management
Wisconsin
$6K +$6K +110 New
OIA
530
Optimum Investment Advisors
Illinois
$5K -$10.2K -190 -67%
HGWM
531
Harvest Group Wealth Management
Massachusetts
$5K
GRP
532
Global Retirement Partners
California
$5K
WB
533
Webster Bank
Connecticut
$5K
GWM
534
Geneos Wealth Management
Colorado
$5K
GWS
535
Glassman Wealth Services
Virginia
$4K -$587 -11 -13%
GAM
536
Gemmer Asset Management
California
$4K
WQ
537
Wealth Quarterback
New Jersey
$3.22K +$58 +1 +2%
EW
538
Evoke Wealth
California
$3.01K -$8.14K -138 -73%
SFSIG
539
San Francisco Sentry Investment Group
California
$3K
SL
540
Savior LLC
Massachusetts
$3K
GSWM
541
Golden State Wealth Management
California
$3K +$3K +51 New
HI
542
Human Investing
Oregon
$2K -$2.22M -40,009 -100%
JWA
543
JFS Wealth Advisors
Pennsylvania
$2K
PFO
544
Pathstone Family Office
New Jersey
$2K +$2K +33 New
KFS
545
Kelly Financial Services
Massachusetts
$1.94K
SSB
546
Sandy Spring Bank
Maryland
$1K -$3.33K -70 -77%
SMFS
547
Squar Milner Financial Services
California
$1K
SCA
548
Stonebridge Capital Advisors
Minnesota
$1K
SWM
549
Sugarloaf Wealth Management
Georgia
$1K
UFF
550
USA Financial Formulas
Michigan
$1K +$500 +10 +100%