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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
NRS
326
Neville Rodie & Shaw
New York
$328K
MBT
327
Monroe Bank & Trust
Michigan
$325K -$125K -1,872 -27%
TFA
328
Transamerica Financial Advisors
Florida
$324K +$20.9K +313 +7%
PL
329
Parkwood LLC
Ohio
$319K -$15.7K -234 -4%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$313K -$464K -6,933 -58%
DWM
331
Destination Wealth Management
California
$313K +$330K +4,934 New
PI
332
Putnam Investments
Massachusetts
$308K -$23.6K -353 -7%
OMCS
333
Old Mutual Customised Solutions
South Africa
$306K
ADMI
334
Albert D. Mason Inc
Massachusetts
$305K -$4.38M -65,530 -93%
HCM
335
Hollencrest Capital Management
California
$305K +$8.23K +123 +3%
SIG
336
Schooner Investment Group
Pennsylvania
$301K
MIC
337
MU Investments Company
Japan
$301K +$18.1K +270 +6%
WJA
338
Williams Jones & Associates
New York
$299K
TNBTD
339
Trustmark National Bank Trust Department
Mississippi
$296K +$78.6K +1,175 +34%
CI
340
Constellation Investments
Ohio
$291K +$7.89K +118 +3%
Baird Financial Group
341
Baird Financial Group
Wisconsin
$284K +$299K +4,464 New
CSIC
342
Clifford Swan Investment Counsel
California
$283K
WA
343
WBH Advisory
Maryland
$282K -$3.95K -59 -1%
ASN
344
Advisory Services Network
Georgia
$275K +$89.6K +1,340 +45%
FAAS
345
First Allied Advisory Services
California
$271K -$1.27K -19 -0.4%
DSC
346
Duncker Streett & Co
Missouri
$268K
WSC
347
Wellington Shields & Co
New York
$266K
NPC
348
National Planning Corporation
California
$264K +$10.8K +162 +4%
EMG
349
Ellington Management Group
Connecticut
$263K +$276K +4,132 New
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$261K

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.