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DTE Energy

475 hedge funds and large institutions have $8.49B invested in DTE Energy in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 74.77%75.13% (+0.35%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

2% less funds holding

Funds holding: 485475 (-10)

7% less capital invested

Capital invested by funds: $9.15B → $8.49B (-$660M)

10% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $24.9M

11% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
475
Holders Change
-10
Holders Change %
-2.06%
% of All Funds
12.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
161
Reduced
181
Closed
46
Calls
$22.4M
Puts
$24.9M
Net Calls
-$2.54M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
276
City Holding Co
West Virginia
$724K -$41.3K -617 -5%
LIA
277
LS Investment Advisors
Michigan
$717K -$1.07M -16,031 -59%
William Blair & Company
278
William Blair & Company
Illinois
$714K +$69.1K +1,033 +10%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$702K -$21.7K -324 -3%
WPIC
280
White Pine Investment Company
Michigan
$678K -$67 -1 -0%
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$629K -$124K -1,854 -16%
MERSOM
282
Municipal Employees' Retirement System of Michigan
Michigan
$629K +$254K +3,795 +62%
SCM
283
Shelton Capital Management
Colorado
$616K
HighTower Advisors
284
HighTower Advisors
Illinois
$598K +$1.6K +24 +0.3%
CSS
285
Cubist Systematic Strategies
Connecticut
$597K -$1.18M -17,612 -65%
CIP
286
Chartwell Investment Partners
Pennsylvania
$597K
BCM
287
BlueCrest Capital Management
Jersey
$575K -$1.8M -26,870 -75%
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$563K +$8.36K +125 +1%
SAM
289
Symphony Asset Management
California
$559K -$219K -3,271 -27%
CTC
290
Central Trust Company
Missouri
$558K -$1.2K -18 -0.2%
TMAM
291
Tokio Marine Asset Management
Japan
$555K -$73.9K -1,105 -11%
ACM
292
Azimuth Capital Management
Michigan
$549K
FBNAT
293
FirstMerit Bank N.A. Trustee
Ohio
$547K +$158K +2,366 +38%
FIMG
294
Financial & Investment Management Group
Michigan
$528K
LI
295
LMCG Investments
Massachusetts
$518K -$10.6K -158 -2%
AWS
296
Aris Wealth Services
Pennsylvania
$515K +$65.8K +984 +14%
SAMC
297
Shinko Asset Management Company
Japan
$511K +$472K +7,050 +706%
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$489K +$7.56K +113 +1%
CIA
299
Capital Investment Advisors
Georgia
$475K -$6.69K -100 -1%
CAN
300
Cetera Advisor Networks
California
$473K

DTE Hedge Fund Activity: Q2 2015 in Review

475 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2015, worth a combined $8.49B — down 7.2% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of DTE and 45 opened new positions — a net loss of 1 holder — while 181 trimmed existing stakes and 161 added.

The largest buyer was Ameriprise, adding an estimated $91.5M. The largest seller was Evercore Trust Company, cutting an estimated $75.6M.

  • 475 institutional investors held DTE Energy (DTE) as of Q2 2015, down from 485 in Q1 2015.
  • Funds reported $8.49B of DTE Energy stock for Q2 2015, down 7.2% quarter-over-quarter.
  • 45 funds opened new DTE Energy positions in Q2 2015 and 46 closed out, a net change of -1 holder.
  • The largest DTE Energy buyer in Q2 2015 was Ameriprise, an estimated $91.5M added.
  • The largest DTE Energy seller in Q2 2015 was Evercore Trust Company, an estimated $75.6M sold.

Based on aggregated 13F filings for Q2 2015.