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DTE Energy

571 hedge funds and large institutions have $12.1B invested in DTE Energy in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.73M

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.2B)

5% more funds holding

Funds holding: 546571 (+25)

4% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 186

0.84% more ownership

Funds ownership: 79.26%80.11% (+0.84%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
571
Holders Change
+25
Holders Change %
+4.58%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
88
Increased
193
Reduced
186
Closed
57
Calls
$17.4M
Puts
$9.73M
Net Calls
+$7.7M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
251
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.42M -$416K -5,170 -23%
MSU
252
Mizuho Securities USA
New York
$1.38M +$1.32M +16,450 New
VIA
253
Virtus Investment Advisers
Connecticut
$1.38M -$1.89M -23,470 -59%
HNB
254
Huntington National Bank
Ohio
$1.38M +$37.8K +470 +3%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$1.36M -$11.9K -148 -0.9%
MA
256
Marshwinds Advisory
Georgia
$1.34M
XK
257
Xact Kapitalforvaltning
Sweden
$1.33M +$223K +2,778 +21%
TG
258
TCW Group
California
$1.3M
CG
259
Clinton Group
New York
$1.29M -$544K -6,768 -31%
KRS
260
Kentucky Retirement Systems
Kentucky
$1.28M -$65.4K -814 -5%
JG
261
Jefferies Group
New York
$1.27M -$551K -6,852 -31%
ISL
262
Ingalls & Snyder LLC
New York
$1.27M -$80.3K -999 -6%
GIA
263
Gateway Investment Advisers
Ohio
$1.26M -$156K -1,937 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
264
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.25M -$1.2M -14,987 -50%
O
265
OppenheimerFunds
New York
$1.24M -$3M -37,287 -72%
BCP
266
Blue Chip Partners
Michigan
$1.22M -$24.4K -303 -2%
DnB Asset Management
267
DnB Asset Management
Norway
$1.22M +$1.17M +14,570 New
William Blair & Company
268
William Blair & Company
Illinois
$1.22M -$123K -1,527 -10%
LMGAM
269
Liberty Mutual Group Asset Management
Massachusetts
$1.2M -$1.6M -19,961 -58%
CCM
270
Cadence Capital Management
Massachusetts
$1.17M +$880K +10,944 +364%
AB
271
Amalgamated Bank
New York
$1.17M +$322K +4,001 +40%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$1.11M -$9.41K -117 -0.9%
SLAM
273
Swiss Life Asset Management
$1.1M +$770K +9,572 +271%
SIC
274
Sigma Investment Counselors
Michigan
$1.06M +$8.12K +101 +0.8%
SIM
275
Sentry Investment Management
Wisconsin
$1.04M

DTE Hedge Fund Activity: Q4 2016 in Review

571 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2016, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DTE positions and 57 closed out — a net gain of 31 holders — while 193 added to existing stakes and 186 trimmed.

The largest buyer was Capital World Investors, adding an estimated $262M. The largest seller was Janus Henderson Investors US, cutting an estimated $376M.

  • 571 institutional investors held DTE Energy (DTE) as of Q4 2016, up from 546 in Q3 2016.
  • Funds reported $12.1B of DTE Energy stock for Q4 2016, up 11% quarter-over-quarter.
  • 88 funds opened new DTE Energy positions in Q4 2016 and 57 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q4 2016 was Capital World Investors, an estimated $262M added.
  • The largest DTE Energy seller in Q4 2016 was Janus Henderson Investors US, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.