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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
SIG
401
Schooner Investment Group
Pennsylvania
$159K -$157K -2,350 -50%
SC
402
SRB Corp
Massachusetts
$155K +$8.36K +125 +6%
DAM
403
Delta Asset Management
Tennessee
$144K
Bessemer Group
404
Bessemer Group
New Jersey
$142K -$5.51M -82,340 -98%
EWM
405
Endurance Wealth Management
Rhode Island
$139K
BC
406
Bartlett & Co
Ohio
$135K
FNBT
407
FineMark National Bank & Trust
Florida
$130K -$6.22K -93 -5%
HIM
408
Hillsdale Investment Management
Ontario, Canada
$129K
HRC
409
Hoertkorn Richard Charles
$121K
GI
410
Gradient Investments
Minnesota
$120K +$117K +1,751 New
TWA
411
TCI Wealth Advisors
Arizona
$116K
KT
412
Kanaly Trust
Texas
$113K
FIG
413
Fusion Investment Group
Pennsylvania
$111K
RWA
414
Ropes Wealth Advisors
Massachusetts
$104K +$102K +1,528 New
VIA
415
Vantage Investment Advisors
Pennsylvania
$101K +$869 +13 +0.9%
WT
416
Whittier Trust
California
$100K
GT
417
Glenmede Trust
Pennsylvania
$96K
PAIA
418
Park Avenue Institutional Advisers
New York
$96K
WTC
419
WhitTier Trust Company
Nevada
$96K
MCM
420
Manchester Capital Management
Vermont
$84K
GLI
421
Guardian Life Insurance
New York
$84K +$20.7K +309 +34%
TFO
422
Tarbox Family Office
California
$83K +$10.1K +151 +14%
HSA
423
Hussman Strategic Advisors
Maryland
$80K
RI
424
Redwood Investments
Massachusetts
$80K
AIM
425
Advantage Investment Management
Iowa
$72K

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.