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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 %
BBHC
526
Brown Brothers Harriman & Co
New York
$5K -$29K -511 -85%
TWA
527
TCI Wealth Advisors
Arizona
$5K -$1.83K -30 -27%
WB
528
Webster Bank
Connecticut
$5K
GWM
529
Geneos Wealth Management
Colorado
$5K
ClearBridge Investments
530
ClearBridge Investments
New York
$5K +$5K +82 New
AWM
531
Avior Wealth Management
Nebraska
$5K +$5K +100 New
GAM
532
Gemmer Asset Management
California
$4K
GWS
533
Glassman Wealth Services
Virginia
$3K -$1.5K -25 -33%
SFSIG
534
San Francisco Sentry Investment Group
California
$3K
SL
535
Savior LLC
Massachusetts
$3K
ST
536
Smithfield Trust
Pennsylvania
$3K +$3K +50 New
APWA
537
Atlas Private Wealth Advisors
New Jersey
$3K +$3K +51 New
EW
538
Evoke Wealth
California
$2K -$550 -11 -22%
PFO
539
Pathstone Family Office
New Jersey
$2K
JWA
540
JFS Wealth Advisors
Pennsylvania
$2K
HI
541
Human Investing
Oregon
$2K
KFS
542
Kelly Financial Services
Massachusetts
$1.93K
Canada Pension Plan Investment Board
543
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$5.1M -50,967 -100%
SWM
544
Sugarloaf Wealth Management
Georgia
$1K
SCA
545
Stonebridge Capital Advisors
Minnesota
$1K
M
546
MOTCO
Texas
$1K
VNA
547
Valley National Advisers
Pennsylvania
$1K
UFF
548
USA Financial Formulas
Michigan
$1K
TFA
549
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
CWC
550
Carolinas Wealth Consulting
North Carolina
$1K +$1K +18 New