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DTE Energy

475 hedge funds and large institutions have $8.49B invested in DTE Energy in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 74.77%75.13% (+0.35%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

2% less funds holding

Funds holding: 485475 (-10)

7% less capital invested

Capital invested by funds: $9.15B → $8.49B (-$660M)

10% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $24.9M

11% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
475
Holders Change
-10
Holders Change %
-2.06%
% of All Funds
12.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
161
Reduced
181
Closed
46
Calls
$22.4M
Puts
$24.9M
Net Calls
-$2.54M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$89K -$23.6K -353 -20%
WTC
402
WhitTier Trust Company
Nevada
$89K
PAIA
403
Park Avenue Institutional Advisers
New York
$89K +$94K +1,405 New
W
404
Wealthfront
California
$79K -$11.6K -173 -12%
MCM
405
Manchester Capital Management
Vermont
$78K
HSA
406
Hussman Strategic Advisors
Maryland
$75K
RI
407
Redwood Investments
Massachusetts
$75K
TFO
408
Tarbox Family Office
California
$68K
AIM
409
Advantage Investment Management
Iowa
$67K +$19.9K +298 +40%
BCM
410
Brookstone Capital Management
Illinois
$62K +$65.3K +976 New
AGM
411
Alpine Global Management
New York
$60K +$63.5K +949 New
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$59.3K
GLI
413
Guardian Life Insurance
New York
$59K +$1.34K +20 +2%
BRWM
414
B. Riley Wealth Management
Tennessee
$53K
Manulife (Manufacturers Life Insurance)
415
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.8K -$26.9K -402 -0.1%
AF
416
Arrow Financial
New York
$48K -$20.8K -311 -29%
IMS
417
Index Management Solutions
Pennsylvania
$47K +$22.2K +332 +83%
RGI
418
River Global Investors
United Kingdom
$44K +$46.5K +696 New
SF
419
Synovus Financial
Georgia
$42K -$2.34K -35 -5%
OC
420
Oakworth Capital
Alabama
$40K
SAC
421
Smith Affiliated Capital
New York
$37.3K
RFA
422
Reilly Financial Advisors
California
$37K
HI
423
Hudock Inc
Pennsylvania
$37K +$334 +5 +0.9%
Loomis, Sayles & Company
424
Loomis, Sayles & Company
Massachusetts
$37K +$38.7K +579 New
PI
425
PineBridge Investments
New York
$36K -$1.46M -21,855 -98%

DTE Hedge Fund Activity: Q2 2015 in Review

475 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2015, worth a combined $8.49B — down 7.2% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of DTE and 45 opened new positions — a net loss of 1 holder — while 181 trimmed existing stakes and 161 added.

The largest buyer was Ameriprise, adding an estimated $91.5M. The largest seller was Evercore Trust Company, cutting an estimated $75.6M.

  • 475 institutional investors held DTE Energy (DTE) as of Q2 2015, down from 485 in Q1 2015.
  • Funds reported $8.49B of DTE Energy stock for Q2 2015, down 7.2% quarter-over-quarter.
  • 45 funds opened new DTE Energy positions in Q2 2015 and 46 closed out, a net change of -1 holder.
  • The largest DTE Energy buyer in Q2 2015 was Ameriprise, an estimated $91.5M added.
  • The largest DTE Energy seller in Q2 2015 was Evercore Trust Company, an estimated $75.6M sold.

Based on aggregated 13F filings for Q2 2015.