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DTE Energy

519 hedge funds and large institutions have $11.7B invested in DTE Energy in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 200 increasing their positions, 169 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $14.1M

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 169

11% more capital invested

Capital invested by funds: $10.5B → $11.7B (+$1.17B)

3% more funds holding

Funds holding: 505519 (+14)

2.63% less ownership

Funds ownership: 79.46%76.83% (-2.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
519
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
13.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
55
Increased
200
Reduced
169
Closed
36
Calls
$73.4M
Puts
$14.1M
Net Calls
+$59.3M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
376
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K
ECM
377
Everence Capital Management
Indiana
$324K
RCA
378
Rowland Carmichael Advisors
Arizona
$322K +$296K +3,821 New
ASN
379
Advisory Services Network
Georgia
$321K +$851 +11 +0.3%
SBIA
380
Sheaff Brock Investment Advisors
Indiana
$317K -$49K -633 -14%
IB
381
Intrust Bank
Kansas
$316K -$65K -841 -18%
CAM
382
Columbia Asset Management
Michigan
$315K +$60.2K +778 +26%
EFS
383
Essex Financial Services
Connecticut
$314K +$155 +2 +0.1%
WP
384
WealthSource Partners
California
$313K +$58.3K +754 +26%
JMPWA
385
JP Morgan Private Wealth Advisors
California
$312K +$286K +3,700 New
CSS
386
Cubist Systematic Strategies
Connecticut
$310K -$4.35M -56,226 -94%
OPCM
387
Osborne Partners Capital Management
California
$303K -$38.1K -493 -12%
BHWM
388
Bar Harbor Wealth Management
New Hampshire
$302K -$1.78K -23 -0.6%
NPC
389
National Planning Corporation
California
$301K -$4.95K -64 -2%
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$301K +$25.8K +334 +10%
PAM
391
Palisade Asset Management
Minnesota
$297K
WJA
392
Williams Jones & Associates
New York
$297K
LOAME
393
Lombard Odier Asset Management (Europe)
United Kingdom
$296K +$272K +3,512 New
AP
394
Advisor Partners
California
$293K +$8.2K +106 +3%
W
395
Wealthfront
California
$292K +$11.1K +143 +4%
FWM
396
Focused Wealth Management
New York
$282K +$259K +3,349 New
ST
397
Spot Trading
Illinois
$280K -$361K -4,669 -58%
HJA
398
Hugh Johnson Advisors
New York
$280K +$14.5K +188 +6%
CA
399
Cetera Advisors
Colorado
$279K -$31.6K -409 -11%
Truist Financial
400
Truist Financial
North Carolina
$275K +$39.3K +508 +19%

DTE Hedge Fund Activity: Q2 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2016, worth a combined $11.7B — up 11% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DTE positions and 36 closed out — a net gain of 19 holders — while 200 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $50M. The largest seller was Royal London Asset Management, cutting an estimated $357M.

  • 519 institutional investors held DTE Energy (DTE) as of Q2 2016, up from 505 in Q1 2016.
  • Funds reported $11.7B of DTE Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 55 funds opened new DTE Energy positions in Q2 2016 and 36 closed out, a net change of +19 holders.
  • The largest DTE Energy buyer in Q2 2016 was BlackRock Advisors, an estimated $50M added.
  • The largest DTE Energy seller in Q2 2016 was Royal London Asset Management, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2016.