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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
PAM
376
Palisade Asset Management
Minnesota
$241K
ASN
377
Advisory Services Network
Georgia
$239K -$53.8K -804 -19%
Envestnet Asset Management
378
Envestnet Asset Management
Illinois
$238K +$233K +3,478 New
HCM
379
Hollencrest Capital Management
California
$235K -$91K -1,361 -28%
MFS
380
MSI Financial Services
Massachusetts
$230K +$8.96K +134 +4%
FTC
381
Farmers Trust Company
Ohio
$229K -$11K -165 -5%
HF
382
Hoxton Financial
West Virginia
$226K +$5.95K +89 +3%
CAM
383
Columbia Asset Management
Michigan
$223K
RCM
384
Rotella Capital Management
Washington
$221K +$215K +3,221 New
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$219K +$100K +1,501 +88%
WB
386
WesBanco Bank
West Virginia
$218K -$30.9K -462 -13%
NPF
387
Norris Perne & French
Michigan
$218K +$213K +3,183 New
PFBT
388
Parkside Financial Bank & Trust
Missouri
$217K
DC
389
Davenport & Co
Virginia
$213K +$208K +3,110 New
AP
390
Advisor Partners
California
$212K +$207K +3,097 New
HCC
391
Hirtle Callaghan & Co
Pennsylvania
$209K
AIM
392
Aspen Investment Management
Michigan
$208K +$203K +3,041 New
HJA
393
Hugh Johnson Advisors
New York
$207K +$203K +3,032 New
GCAC
394
Guardian Capital Advisors (Canada)
Ontario, Canada
$204K
CIA
395
Choate Investment Advisors
Massachusetts
$204K +$199K +2,979 New
CFSG
396
Community Financial Services Group
Vermont
$188K
W
397
Wealthfront
California
$187K +$99.1K +1,482 +119%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$172K +$168K +2,507 New
MA
399
MCF Advisors
Kentucky
$162K
FFC
400
First Financial Corp
Indiana
$160K +$157K +2,341 New

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.