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DTE Energy

489 hedge funds and large institutions have $10.9B invested in DTE Energy in 2015 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $8.58M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

28% more capital invested

Capital invested by funds: $8.49B → $10.9B (+$2.39B)

3% more funds holding

Funds holding: 475489 (+14)

2% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 163

0.39% more ownership

Funds ownership: 75.13%75.52% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
489
Holders Change
+14
Holders Change %
+2.95%
% of All Funds
13.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
166
Reduced
163
Closed
32
Calls
$19.7M
Puts
$8.58M
Net Calls
+$11.1M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
326
Linscomb Wealth
Texas
$367K +$6.29K +94 +2%
Baird Financial Group
327
Baird Financial Group
Wisconsin
$367K +$60.7K +907 +20%
BA
328
Boston Advisors
Massachusetts
$364K
EGM
329
Engineers Gate Manager
New York
$362K +$354K +5,288 New
LFG
330
LifePlan Financial Group
Ohio
$360K
NRS
331
Neville Rodie & Shaw
New York
$354K
CC
332
ClearArc Capital
Ohio
$349K -$7.49K -112 -2%
PL
333
Parkwood LLC
Ohio
$346K +$2.48K +37 +0.7%
BF
334
BOK Financial
Oklahoma
$345K +$337K +5,036 New
PCA
335
Peddock Capital Advisors
Massachusetts
$344K -$20.8K -311 -6%
FAAS
336
First Allied Advisory Services
California
$332K +$39.9K +596 +14%
OMCS
337
Old Mutual Customised Solutions
South Africa
$330K
JIP
338
Jaffetilchin Investment Partners
Florida
$330K +$322K +4,818 New
PI
339
Putnam Investments
Massachusetts
$323K -$7.83K -117 -2%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$321K -$15.7K -235 -5%
MBT
341
Monroe Bank & Trust
Michigan
$317K -$32K -478 -9%
CI
342
Constellation Investments
Ohio
$313K
CEP
343
Chicago Equity Partners
Illinois
$311K +$93.5K +1,398 +44%
RJT
344
Raymond James Trust
Florida
$306K -$50.5K -755 -14%
LWM
345
LBA Wealth Management
Florida
$306K +$33.4K +500 +13%
ADMI
346
Albert D. Mason Inc
Massachusetts
$305K -$22K -329 -7%
CSIC
347
Clifford Swan Investment Counsel
California
$303K -$2.21K -33 -0.7%
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$302K -$15.7K -235 -5%
BA
349
BKS Advisors
Michigan
$302K +$35.4K +529 +14%
CAN
350
Cetera Advisor Networks
California
$294K -$172K -2,569 -37%

DTE Hedge Fund Activity: Q3 2015 in Review

489 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2015, worth a combined $10.9B — up 28% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DTE positions and 32 closed out — a net gain of 16 holders — while 166 added to existing stakes and 163 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $125M. The largest seller was Janus Henderson Investors US, cutting an estimated $48.7M.

  • 489 institutional investors held DTE Energy (DTE) as of Q3 2015, up from 475 in Q2 2015.
  • Funds reported $10.9B of DTE Energy stock for Q3 2015, up 28% quarter-over-quarter.
  • 48 funds opened new DTE Energy positions in Q3 2015 and 32 closed out, a net change of +16 holders.
  • The largest DTE Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $125M added.
  • The largest DTE Energy seller in Q3 2015 was Janus Henderson Investors US, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2015.