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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 %
TCM
601
Tuttle Capital Management
Connecticut
– -$221K -3,603 Closed
BP
602
Ballentine Partners
Massachusetts
– -$211K -3,429 Closed
AA
603
Advisory Alpha
Michigan
– -$161K -2,559 Closed
KCM
604
Kathmere Capital Management
Pennsylvania
– -$111K -1,800 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
605
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$91K -1,476 Closed
PCM
606
Penserra Capital Management
California
– -$81K -1,332 Closed
RA
607
Rational Advisors
New York
– -$59K -966 Closed
PCM
608
Prelude Capital Management
New York
– -$44K -724 Closed
BBL
609
Beck Bode LLC
Massachusetts
– -$37K -602 Closed
JWM
610
Jeppson Wealth Management
California
– -$34K -552 Closed
Bank Julius Baer & Co
611
Bank Julius Baer & Co
Switzerland
– -$31K -512 Closed
Twin Tree Management
612
Twin Tree Management
Texas
– -$31K -504 Closed
RFA
613
Reilly Financial Advisors
California
– -$31K -500 Closed
NIM
614
NuWave Investment Management
New Jersey
– -$25K -403 Closed
OIA
615
Optimum Investment Advisors
Illinois
– -$17K -283 Closed
PI
616
PineBridge Investments
New York
– -$14K -224 Closed
FHA
617
Flagship Harbor Advisors
Massachusetts
– -$11K -183 Closed
NNP
618
Nachman Norwood & Parrott
South Carolina
– -$10K -159 Closed
CHAM
619
Clear Harbor Asset Management
Connecticut
– -$7.68K -125 Closed
EWA
620
Evolution Wealth Advisors
Florida
– -$6K -103 Closed
AWM
621
Avior Wealth Management
Nebraska
– -$6K -100 Closed
BBHC
622
Brown Brothers Harriman & Co
New York
– -$5K -88 Closed
PFWA
623
Paces Ferry Wealth Advisors
Georgia
– -$5K -78 Closed
BWA
624
BDO Wealth Advisors
Florida
– -$4K -70 Closed
JWA
625
JFS Wealth Advisors
Pennsylvania
– -$2K -37 Closed
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