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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
NSIM
301
North Star Investment Management
Illinois
$473K +$1K +15 +0.2%
AB
302
Amalgamated Bank
New York
$453K +$33.6K +503 +8%
UFF
303
USA Financial Formulas
Michigan
$441K +$464K +6,935 New
KRSITF
304
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$437K +$12K +179 +3%
N
305
Natixis
France
$425K -$43.1K -645 -9%
MYLI
306
Meiji Yasuda Life Insurance
Japan
$410K -$15.7K -235 -4%
RCAG
307
Rehmann Capital Advisory Group
Michigan
$407K -$29.7K -444 -6%
Citadel Advisors
308
Citadel Advisors
Florida
$397K -$7.9M -118,167 -95%
CBN
309
Cadence Bank NA
Texas
$394K +$191K +2,857 +86%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$386K -$29.9K -447 -7%
FQ
311
First Quadrant
California
$384K
Federated Hermes
312
Federated Hermes
Pennsylvania
$379K +$11.5K +172 +3%
CI
313
Conning Inc
Connecticut
$372K -$1.6K -24 -0.4%
Toronto Dominion Bank
314
Toronto Dominion Bank
Ontario, Canada
$369K +$5.75K +86 +2%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$360K +$15.7K +235 +4%
GH
316
GAM Holding
Switzerland
$356K +$79.6K +1,190 +27%
PCA
317
Peddock Capital Advisors
Massachusetts
$339K +$41.7K +624 +13%
BA
318
Boston Advisors
Massachusetts
$338K -$15.7K -235 -4%
LW
319
Linscomb Wealth
Texas
$335K -$9.63K -144 -3%
V
320
Veritable
Delaware
$334K -$51.4K -768 -13%
LFG
321
LifePlan Financial Group
Ohio
$334K +$41.6K +622 +13%
RJT
322
Raymond James Trust
Florida
$332K -$736 -11 -0.2%
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$331K +$12.5K +187 +4%
CC
324
ClearArc Capital
Ohio
$331K +$46.6K +697 +15%
SB
325
Suntrust Banks
Georgia
$329K -$17.7K -265 -5%

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.