We are live on ! Find out more
DTE icon

DTE Energy

491 hedge funds and large institutions have $11B invested in DTE Energy in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 153 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $3.64M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 153

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

1.17% more ownership

Funds ownership: 75.52%76.69% (+1.2%)

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0% more funds holding

Funds holding: 489491 (+2)

Holders
491
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
52
Increased
190
Reduced
153
Closed
44
Calls
$6.43M
Puts
$3.64M
Net Calls
+$2.79M
Net Calls Change
-$8.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
326
Amalgamated Bank
New York
$378K -$124K -1,799 -25%
JG
327
Jefferies Group
New York
$378K +$339K +4,919 +787%
GH
328
GAM Holding
Switzerland
$376K -$2M -29,053 -84%
SG Americas Securities
329
SG Americas Securities
New York
$376K -$320K -4,642 -46%
PCA
330
Peddock Capital Advisors
Massachusetts
$376K +$32.8K +477 +9%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$366K +$121K +1,758 +49%
BA
332
Boston Advisors
Massachusetts
$363K
LFG
333
LifePlan Financial Group
Ohio
$359K
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$357K +$140K +2,032 +64%
NRS
335
Neville Rodie & Shaw
New York
$353K
LW
336
Linscomb Wealth
Texas
$352K -$14.6K -212 -4%
CC
337
ClearArc Capital
Ohio
$351K +$2.55K +37 +0.7%
CI
338
Conning Inc
Connecticut
$347K -$19.4K -282 -5%
LWM
339
LBA Wealth Management
Florida
$328K +$22.2K +323 +7%
PI
340
Putnam Investments
Massachusetts
$323K +$688 +10 +0.2%
RJT
341
Raymond James Trust
Florida
$322K +$17.3K +251 +6%
DSC
342
Duncker Streett & Co
Missouri
$322K +$34.6K +502 +12%
OMCS
343
Old Mutual Customised Solutions
South Africa
$321K -$8.12K -118 -2%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$321K
CI
345
Constellation Investments
Ohio
$313K
BF
346
BOK Financial
Oklahoma
$303K -$41.9K -609 -12%
CSIC
347
Clifford Swan Investment Counsel
California
$302K
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$302K
BA
349
BKS Advisors
Michigan
$301K
SBIA
350
Sheaff Brock Investment Advisors
Indiana
$299K +$302K +4,382 New

DTE Hedge Fund Activity: Q4 2015 in Review

491 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2015, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DTE positions and 44 closed out — a net gain of 8 holders — while 190 added to existing stakes and 153 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $83.6M. The largest seller was Millennium Management, cutting an estimated $174M.

  • 491 institutional investors held DTE Energy (DTE) as of Q4 2015, up from 489 in Q3 2015.
  • Funds reported $11B of DTE Energy stock for Q4 2015, up 1.1% quarter-over-quarter.
  • 52 funds opened new DTE Energy positions in Q4 2015 and 44 closed out, a net change of +8 holders.
  • The largest DTE Energy buyer in Q4 2015 was Capital Research Global Investors, an estimated $83.6M added.
  • The largest DTE Energy seller in Q4 2015 was Millennium Management, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.