DTE Energy
505 hedge funds and large institutions have $10.5B invested in DTE Energy in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 190 increasing their positions, 168 reducing their positions, and 33 closing their positions.
843% more call options, than puts
Call options by funds: $60.7M | Put options by funds: $6.44M
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
13% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 168
3% more funds holding
Funds holding: 491 → 505 (+14)
2.77% more ownership
Funds ownership: 76.69% → 79.46% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $11B → $10.5B (-$499M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$333M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$67M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$58M |
| 4 |
State Street
Boston,
Massachusetts
|
+$56.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$107M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$99M |
| 3 |
Millennium Management
New York
|
-$76.7M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$45.3M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$41.3M |
DTE Hedge Fund Activity: Q1 2016 in Review
505 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2016, worth a combined $10.5B — down 4.5% from $11B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DTE positions and 33 closed out — a net gain of 16 holders — while 190 added to existing stakes and 168 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $333M. The largest seller was VOYA Investment Management, cutting an estimated $107M.
- 505 institutional investors held DTE Energy (DTE) as of Q1 2016, up from 491 in Q4 2015.
- Funds reported $10.5B of DTE Energy stock for Q1 2016, down 4.5% quarter-over-quarter.
- 49 funds opened new DTE Energy positions in Q1 2016 and 33 closed out, a net change of +16 holders.
- The largest DTE Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $333M added.
- The largest DTE Energy seller in Q1 2016 was VOYA Investment Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2016.