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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
RCM
401
Riverhead Capital Management
Delaware
$273K -$1.22M -15,837 -42%
FTC
402
Farmers Trust Company
Ohio
$273K -$7.04K -91 -3%
FP
403
FDO Partners
Massachusetts
$270K -$156K -2,019 -39%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$270K
IIC
405
Integrated Investment Consultants
Michigan
$267K -$23.7K -307 -9%
GCAC
406
Guardian Capital Advisors (Canada)
Ontario, Canada
$257K
AIM
407
Aspen Investment Management
Michigan
$257K +$235K +3,041 New
DC
408
Davenport & Co
Virginia
$255K +$851 +11 +0.4%
RIA
409
Regal Investment Advisors
Michigan
$250K -$72.2K -933 -24%
PCMM
410
Private Capital Management (Minnesota)
Minnesota
$248K
GWM
411
Geneos Wealth Management
Colorado
$246K +$6.03K +78 +3%
SAMC
412
Shinko Asset Management Company
Japan
$245K -$109K -1,410 -33%
GBBWRPM
413
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$244K
WB
414
WesBanco Bank
West Virginia
$243K -$23.9K -309 -10%
Point72 Asset Management
415
Point72 Asset Management
Connecticut
$241K +$221K +2,855 New
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$233K +$4.56K +59 +2%
SIC
417
SFE Investment Counsel
California
$232K
LPL Financial
418
LPL Financial
California
$228K -$5.96M -77,009 -97%
AssetMark Inc
419
AssetMark Inc
California
$221K -$514K -6,649 -72%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$219K
LW
421
Linscomb Wealth
Texas
$218K -$197K -2,543 -50%
CONA
422
Capital One National Association
New York
$213K +$195K +2,526 New
PNC
423
Park National Corp
Ohio
$212K +$195K +2,518 New
BF
424
BOK Financial
Oklahoma
$211K +$194K +2,509 New
CFSG
425
Community Financial Services Group
Vermont
$207K +$189K +2,450 New

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.