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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 %
WDL
601
Well Done LLC
Michigan
– -$93K -1,873 Closed
C
602
Cerebellum
California
– -$57K -1,152 Closed
QT
603
Quantamental Technologies
New York
– -$55K -1,103 Closed
AP
604
Advisors Preferred
Maryland
– -$31K -623 Closed
CYG
605
Clean Yield Group
Vermont
– -$27K -537 Closed
JA
606
JOYN Advisors
Georgia
– -$26K -523 Closed
CG
607
Cutler Group
California
– -$24K -500 Closed
Loomis, Sayles & Company
608
Loomis, Sayles & Company
Massachusetts
– -$24K -488 Closed
CA
609
Claro Advisors
Massachusetts
– -$24K -487 Closed
MOS
610
MGO One Seven
Ohio
– -$15K -311 Closed
GTAM
611
Global Trust Asset Management
Florida
– -$13K -256 Closed
FTI
612
Fiduciary Trust International
Massachusetts
– -$11K -230 Closed
WANY
613
Wealthspire Advisors (New York)
New York
– -$10K -193 Closed
BBA
614
Braun-Bostich & Associates
Pennsylvania
– -$8K -163 Closed
PWMG
615
Prestige Wealth Management Group
New Jersey
– -$7K -132 Closed
LPWM
616
Lake Point Wealth Management
Texas
– -$6K -127 Closed
W
617
WealthOne
New York
– -$5K -100 Closed
ASN
618
Advisory Services Network
Georgia
– -$4K -89 Closed
LNB
619
Ledyard National Bank
– -$3K -70 Closed
HT
620
Heritage Trust
Oklahoma
– -$3K -58 Closed
SIM
621
Sonora Investment Management
Arizona
– -$3K -54 Closed
ATC
622
Adirondack Trust Company
New York
– -$2K -40 Closed
KCM
623
Karp Capital Management
California
– -$2K -39 Closed
FLI
624
Family Legacy Inc
South Carolina
– -$1K -22 Closed
TFA
625
Transamerica Financial Advisors
Florida
– -$1K -5 Closed
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