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DTE Energy

571 hedge funds and large institutions have $12.1B invested in DTE Energy in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.73M

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.2B)

5% more funds holding

Funds holding: 546571 (+25)

4% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 186

0.84% more ownership

Funds ownership: 79.26%80.11% (+0.84%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
571
Holders Change
+25
Holders Change %
+4.58%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
88
Increased
193
Reduced
186
Closed
57
Calls
$17.4M
Puts
$9.73M
Net Calls
+$7.7M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$327K -$1.93K -24 -0.6%
FNFDCM
402
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$322K
EFS
403
Essex Financial Services
Connecticut
$313K +$241 +3 +0.1%
WAM
404
Wolverine Asset Management
Illinois
$308K +$296K +3,679 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$305K
GS
406
GAM Systematic
United Kingdom
$304K -$770K -9,584 -73%
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$301K
OPCM
408
Osborne Partners Capital Management
California
$301K
CAM
409
Columbia Asset Management
Michigan
$300K +$10.1K +126 +4%
AP
410
Appleton Partners
Massachusetts
$296K
PAM
411
Palisade Asset Management
Minnesota
$296K
WJA
412
Williams Jones & Associates
New York
$296K
LOAME
413
Lombard Odier Asset Management (Europe)
United Kingdom
$294K
MBT
414
Montecito Bank & Trust
California
$292K +$76.6K +953 +38%
NPC
415
National Planning Corporation
California
$290K +$5.55K +69 +2%
Wolverine Trading
416
Wolverine Trading
Illinois
$288K +$5.39K +67 +2%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$285K
SOADOR
418
State of Alaska Department of Revenue
Alaska
$285K +$18.2K +226 +7%
MCM
419
Murphy Capital Management
New Jersey
$282K +$271K +3,366 New
GS
420
Girard Securities
California
$281K -$108K -1,349 -29%
PL
421
Parkwood LLC
Ohio
$280K -$254K -3,159 -49%
FP
422
FDO Partners
Massachusetts
$279K +$268K +3,331 New
RFCA
423
R&F Capital Advisors
New York
$272K +$261K +3,248 New
PFBT
424
Parkside Financial Bank & Trust
Missouri
$270K +$2.33K +29 +0.9%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$270K +$3.3K +41 +1%

DTE Hedge Fund Activity: Q4 2016 in Review

571 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2016, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DTE positions and 57 closed out — a net gain of 31 holders — while 193 added to existing stakes and 186 trimmed.

The largest buyer was Capital World Investors, adding an estimated $262M. The largest seller was Janus Henderson Investors US, cutting an estimated $376M.

  • 571 institutional investors held DTE Energy (DTE) as of Q4 2016, up from 546 in Q3 2016.
  • Funds reported $12.1B of DTE Energy stock for Q4 2016, up 11% quarter-over-quarter.
  • 88 funds opened new DTE Energy positions in Q4 2016 and 57 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q4 2016 was Capital World Investors, an estimated $262M added.
  • The largest DTE Energy seller in Q4 2016 was Janus Henderson Investors US, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.