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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
AIM
376
Assured Investment Management
New York
$254K +$256K +3,719 New
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$247K
KIA
378
KCM Investment Advisors
California
$244K
PAM
379
Palisade Asset Management
Minnesota
$241K
WJA
380
Williams Jones & Associates
New York
$241K
IIC
381
Integrated Investment Consultants
Michigan
$241K +$239K +3,477 New
CA
382
Cetera Advisors
Colorado
$238K +$240K +3,489 New
HCM
383
Hollencrest Capital Management
California
$235K
Voloridge Investment Management
384
Voloridge Investment Management
Florida
$234K +$237K +3,436 New
FRM
385
Fox Run Management
Connecticut
$233K +$235K +3,408 New
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$232K +$234K +3,404 New
BCM
387
Bridgeway Capital Management
Texas
$229K +$231K +3,349 New
SI
388
SII Investments
Wisconsin
$228K -$56.5K -821 -20%
FTC
389
Farmers Trust Company
Ohio
$228K -$1.24K -18 -0.5%
CAM
390
Columbia Asset Management
Michigan
$222K
HF
391
Hoxton Financial
West Virginia
$221K -$4.61K -67 -2%
AP
392
Advisor Partners
California
$221K +$10.1K +147 +5%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$219K +$1.58K +23 +0.7%
WB
394
WesBanco Bank
West Virginia
$217K
CCS
395
Crosspoint Capital Strategies
California
$217K +$154K +2,241 +318%
ICOA
396
Investment Centers of America
North Dakota
$214K -$49.7K -722 -19%
DC
397
Davenport & Co
Virginia
$213K +$895 +13 +0.4%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$213K +$42.7K +620 +25%
GCAC
399
Guardian Capital Advisors (Canada)
Ontario, Canada
$209K
ACM
400
Argentus Capital Management
Texas
$204K +$205K +2,983 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.