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CMS Energy
CMS

Overview Fund Activity

570 hedge funds and large institutions have $14.6B invested in CMS Energy in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 222 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+18
Holders Change %
+3.26%
% of All Funds
12.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
84
Increased
222
Reduced
174
Closed
58
Calls
$11.4M
Puts
$6.15M
Net Calls
+$5.27M
Net Calls Change
+$2.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$151M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$112M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$42.7M
5
State Street
5
State Street
Massachusetts
$792M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$16.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$297M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
BC
4
Brookfield Corp
Ontario, Canada
$47.8M
5
BlackRock
5
BlackRock
New York
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
551
San Francisco Sentry Investment Group
California
$3K – – –
GWS
552
Glassman Wealth Services
Virginia
$3K +$934 +19 +45%
CFG
553
Citizens Financial Group
Rhode Island
$3K +$3K +51 New
TFO
554
Tarbox Family Office
California
$2K – – –
CAC
555
Certified Advisory Corp
Florida
$2K – – –
Lazard Asset Management
556
Lazard Asset Management
New York
$2K – – –
AIC
557
Ameritas Investment Company
Nebraska
$2K +$2K +42 New
DOA
558
D'Orazio & Associates
Virginia
$2K +$2K +44 New
KFS
559
Kelly Financial Services
Massachusetts
$1.83K +$1.83K +33 New
GT
560
Glenmede Trust
Pennsylvania
$1.4K +$755 +13,597 +117%
ESB
561
Essex Savings Bank
Connecticut
$1K – – –
SMFS
562
Squar Milner Financial Services
California
$1K – – –
VFA
563
Valeo Financial Advisors
Indiana
$1K – – –
BWM
564
BerganKDV Wealth Management
Minnesota
$1K – – –
FGAM
565
Financial Gravity Asset Management
Texas
$1K +$1K +12 New
CFA
566
Camarda Financial Advisors
Florida
$1K +$1K +12 New
WT
567
Whittier Trust
California
$1K +$1K +12 New
GEA
568
Glen Eagle Advisors
New Jersey
$889 – – –
SCM
569
Sanoor Capital Management
Connecticut
– -$11.3M -227,500 Closed
SHA
570
Shelter Harbor Advisors
Connecticut
– -$11.2M -225,000 Closed
D.E. Shaw & Co
571
D.E. Shaw & Co
New York
– -$10.2M -205,695 Closed
PI
572
PGGM Investments
Netherlands
– -$8.65M -174,200 Closed
NLGIA
573
Nippon Life Global Investors Americas
New York
– -$6.44M -129,660 Closed
NIPH
574
NN Investment Partners Holdings
Netherlands
– -$2.84M -57,283 Closed
BA
575
Bridgewater Associates
Connecticut
– -$2.07M -41,773 Closed
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