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CMS Energy
CMS

Overview Fund Activity

418 hedge funds and large institutions have $10.7B invested in CMS Energy in 2014 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 155 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+21
Holders Change %
+5.29%
% of All Funds
11.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
144
Reduced
155
Closed
31
Calls
$23.2M
Puts
$1.8M
Net Calls
+$21.4M
Net Calls Change
-$1.99M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$148M
2
Fidelity International
2
Fidelity International
Bermuda
$61.3M
3
Capital International Investors
3
Capital International Investors
California
$84.4M
4
State Street
4
State Street
Massachusetts
$521M
5
ATN
5
AMF Tjänstepension
Sweden
$36.3M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$352M
2
MAM
2
Magellan Asset Management
Australia
$8.05M
3
SFM
3
Systematic Financial Management
New Jersey
$12M
4
PAM
4
Panagora Asset Management
Massachusetts
$6.65M
5
BIT
5
BlackRock Institutional Trust
California
$367M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -71,655 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M 21,475,765 +757,765 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$572M 16,474,735 -7,356 -0%
State Street
4
State Street
Massachusetts
$521M 15,006,709 +1,077,871 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$413M 11,883,719 +430,415 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$396M 11,394,300 – –
BIT
7
BlackRock Institutional Trust
California
$367M 10,559,121 -979,508 -8%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$352M 10,141,826 -6,157,928 -38%
BFA
9
BlackRock Fund Advisors
California
$289M 8,311,984 +746,864 +10%
Norges Bank
10
Norges Bank
Norway
$158M 4,533,027 +431,162 +11%
Jennison Associates
11
Jennison Associates
New York
$148M 4,262,427 +1,852,871 +77%
Ameriprise
12
Ameriprise
Minnesota
$147M 4,229,077 +723,907 +21%
Franklin Resources
13
Franklin Resources
California
$141M 4,065,009 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$129M 3,716,353 -42,045 -1%
Invesco
15
Invesco
Georgia
$124M 3,560,978 -240,390 -6%
Millennium Management
16
Millennium Management
New York
$124M 3,557,506 +979,303 +38%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$118M 3,396,276 -132,936 -4%
Northern Trust
18
Northern Trust
Illinois
$117M 3,374,669 -157,979 -4%
JHIU
19
Janus Henderson Investors US
Colorado
$98M 2,818,700 +150,600 +6%
BG
20
BlackRock Group
United Kingdom
$94.8M 2,729,321 +104,611 +4%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$90.2M 2,596,154 +301,250 +13%
DPIM
22
Duff & Phelps Investment Management
Illinois
$90.1M 2,593,865 +7,370 +0.3%
AIM
23
abrdn Investment Management
United Kingdom
$88.7M 2,551,120 -205,740 -7%
Capital International Investors
24
Capital International Investors
California
$84.4M 2,430,000 +1,550,000 +176%
Cohen & Steers
25
Cohen & Steers
New York
$81.4M 2,343,365 +443,360 +23%
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