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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 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 72 closing their positions.

Holders
555
Holders Change
–
Holders Change %
0%
% of All Funds
9.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
78
Increased
176
Reduced
206
Closed
72
Calls
$4.77M
Puts
$1.74M
Net Calls
+$3.03M
Net Calls Change
+$2.35M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$196M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$150M
3
ZP
3
Zimmer Partners
New York
$65.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$102M
5
CVA
5
Ceredex Value Advisors
Florida
$47.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$393M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$161M
3
Fidelity International
3
Fidelity International
Bermuda
$112M
4
BlackRock
4
BlackRock
New York
$1.57B
5
EVM
5
Eaton Vance Management
Massachusetts
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
526
BerganKDV Wealth Management
Minnesota
$5K +$1.38K +22 +38%
WWM
527
Wolff Wiese Magana
California
$5K +$5K +84 New
ICP
528
Interchange Capital Partners
Pennsylvania
$5K +$5K +92 New
GAM
529
Gemmer Asset Management
California
$4K – – –
SFSIG
530
San Francisco Sentry Investment Group
California
$3K – – –
SL
531
Savior LLC
Massachusetts
$3K – – –
APWA
532
Atlas Private Wealth Advisors
New Jersey
$3K – – –
GWS
533
Glassman Wealth Services
Virginia
$3K +$340 +6 +13%
FFG
534
Fortem Financial Group
California
$3K +$3K +44 New
CFD
535
Creative Financial Designs
Indiana
$3K +$3K +49 New
LAS
536
Lloyd Advisory Services
Georgia
$3K +$3K +54 New
KFS
537
Kelly Financial Services
Massachusetts
$2.01K – – –
EW
538
Evoke Wealth
California
$2K – – –
HI
539
Human Investing
Oregon
$2K – – –
CWC
540
Carolinas Wealth Consulting
North Carolina
$2K – – –
MLFP
541
MPS Loria Financial Planners
Illinois
$2K +$2K +32 New
SFO
542
Standard Family Office
South Dakota
$2K +$2K +33 New
TIAM2
543
Tru Independence Asset Management 2
Oregon
$2K +$2K +34 New
BCWM
544
Bartlett & Co Wealth Management
Ohio
$1.28K +$1.28K +21 New
M
545
MOTCO
Texas
$1K – – –
UFF
546
USA Financial Formulas
Michigan
$1K – – –
SWM
547
Sugarloaf Wealth Management
Georgia
$1K – – –
VNA
548
Valley National Advisers
Pennsylvania
$1K – – –
IA
549
Inspire Advisors
Idaho
$1K +$1K +10 New
BC
550
Bartlett & Co
Ohio
$1K +$1K +21 New
20 21
22
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