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CMS Energy

577 hedge funds and large institutions have $16.6B invested in CMS Energy in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+23
Holders Change %
+4.15%
% of All Funds
11.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
81
Increased
221
Reduced
199
Closed
45
Calls
$24.7M
Puts
$609K
Net Calls
+$24.1M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
551
Glassman Wealth Services
Virginia
$5K +$1.05K +18 +26%
VAS
552
Vestmark Advisory Solutions
Massachusetts
$5K +$5K +83 New
ClearBridge Investments
553
ClearBridge Investments
New York
$4K -$667 -10 -14%
GAM
554
Gemmer Asset Management
California
$4K
SL
555
Savior LLC
Massachusetts
$4K +$4K +56 New
PAA
556
Peregrine Asset Advisers
Oregon
$3.98K +$3.98K +63,402 New
WQ
557
Wealth Quarterback
New Jersey
$3.42K +$3.42K +54 New
SFSIG
558
San Francisco Sentry Investment Group
California
$3K
PWP
559
Personal Wealth Partners
Minnesota
$3K
SQA
560
Simon Quick Advisors
New Jersey
$3K +$3K +43 New
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +55 New
AWA
562
Arkadios Wealth Advisors
Georgia
$2.72K +$2.72K +40 New
KFS
563
Kelly Financial Services
Massachusetts
$2.07K
PWMG
564
Prestige Wealth Management Group
New Jersey
$2K
WCM
565
Wealthcare Capital Management
Virginia
$2K +$2K +36 New
JWA
566
JFS Wealth Advisors
Pennsylvania
$2K +$2K +37 New
HWA
567
Heritage Wealth Advisors
Virginia
$1.45K +$1.45K +23 New
GEA
568
Glen Eagle Advisors
New Jersey
$1.01K
UFF
569
USA Financial Formulas
Michigan
$1K -$4.44M -44,391 -100%
FPFS
570
First Personal Financial Services
North Carolina
$1K
SCA
571
Stonebridge Capital Advisors
Minnesota
$1K
LFG
572
Larson Financial Group
Missouri
$1K +$375 +3 +60%
SWM
573
Sugarloaf Wealth Management
Georgia
$1K +$1K +14 New
PW
574
Price Wealth
Texas
$1K +$1K +21 New
AA
575
Argent Advisors
Louisiana
$1K +$1K +23 New