DTE Energy
DTE
444 hedge funds and large institutions have $9.19B invested in DTE Energy in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 168 reducing their positions, and 26 closing their positions.
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
29% more capital invested
Capital invested by funds: $7.15B → $9.19B (+$2.04B)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 432 → 444 (+12)
1.78% more ownership
Funds ownership: 71.74% → 73.53% (+1.8%)
3% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 168
6% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$250M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$94M |
| 3 |
ETC
Evercore Trust Company
New York
|
+$58.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$44.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$63.8M |
| 2 |
Goldman Sachs
New York
|
-$60.4M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$35.1M |
| 4 |
Bank of New York Mellon
New York
|
-$27.9M |
| 5 |
Two Sigma Investments
New York
|
-$26.7M |
DTE Hedge Fund Activity: Q3 2013 in Review
444 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2013, worth a combined $9.19B — up 29% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DTE positions and 26 closed out — a net gain of 15 holders — while 163 added to existing stakes and 168 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $250M. The largest seller was American Century Companies, cutting an estimated $63.8M.
- 444 institutional investors held DTE Energy (DTE) as of Q3 2013, up from 432 in Q2 2013.
- Funds reported $9.19B of DTE Energy stock for Q3 2013, up 29% quarter-over-quarter.
- 41 funds opened new DTE Energy positions in Q3 2013 and 26 closed out, a net change of +15 holders.
- The largest DTE Energy buyer in Q3 2013 was JP Morgan Chase, an estimated $250M added.
- The largest DTE Energy seller in Q3 2013 was American Century Companies, an estimated $63.8M sold.
Based on aggregated 13F filings for Q3 2013.