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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 %
EWA
526
Evolution Wealth Advisors
Florida
$6K 103 – –
GWM
527
Geneos Wealth Management
Colorado
$6K 100 – –
TFO
528
Tarbox Family Office
California
$6K 103 – –
CTB
529
Country Trust Bank
Illinois
$6K 100 – –
TWA
530
TCI Wealth Advisors
Arizona
$5K 82 – –
WB
531
Webster Bank
Connecticut
$5K 80 – –
BBHC
532
Brown Brothers Harriman & Co
New York
$5K 88 – –
PFWA
533
Paces Ferry Wealth Advisors
Georgia
$5K 78 +78 New
BWM
534
BerganKDV Wealth Management
Minnesota
$4K 58 -78 -57%
GAM
535
Gemmer Asset Management
California
$4K 68 – –
BWA
536
BDO Wealth Advisors
Florida
$4K 70 +70 New
GWS
537
Glassman Wealth Services
Virginia
$3K 47 -3 -6%
ST
538
Smithfield Trust
Pennsylvania
$3K 50 – –
SL
539
Savior LLC
Massachusetts
$3K 56 – –
SFSIG
540
San Francisco Sentry Investment Group
California
$3K 54 – –
APWA
541
Atlas Private Wealth Advisors
New Jersey
$3K 51 – –
TAIM
542
TD Ameritrade Investment Management
Nebraska
$3K 49 +49 New
KFS
543
Kelly Financial Services
Massachusetts
$2.03K 33 – –
EW
544
Evoke Wealth
California
$2K 40 – –
PFO
545
Pathstone Family Office
New Jersey
$2K 33 – –
JWA
546
JFS Wealth Advisors
Pennsylvania
$2K 37 – –
HI
547
Human Investing
Oregon
$2K 36 – –
CWC
548
Carolinas Wealth Consulting
North Carolina
$2K 31 +13 +72%
VNA
549
Valley National Advisers
Pennsylvania
$1K 13 – –
M
550
MOTCO
Texas
$1K 21 – –
20 21
22
23 24