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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
BAM
426
Brave Asset Management
New Jersey
$33K
DADC
427
D.A. Davidson & Co
Montana
$33K
CHP
428
Cable Hill Partners
Oregon
$31K +$31.4K +470 New
VIA
429
Vident Investment Advisory
Georgia
$31K +$33.1K +495 New
ClearBridge Investments
430
ClearBridge Investments
New York
$30K
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$28K
PR
432
Payden & Rygel
California
$26K
RAM
433
Riggs Asset Management
Pennsylvania
$26K
CFA
434
CT Financial Advisors
Pennsylvania
$25.2K
JFA
435
JNBA Financial Advisors
Minnesota
$25K -$26.3K -393 -50%
EWM
436
Evercore Wealth Management
New York
$25K -$401 -6 -2%
AH
437
Achievement Holdings
Illinois
$23.7K +$15.1M +225,620 +154%
WA
438
WFG Advisors
Texas
$23K +$5.15K +77 +26%
RWM
439
Rezny Wealth Management
Florida
$22K +$23.6K +353 New
Truist Financial
440
Truist Financial
North Carolina
$22K +$23.6K +353 New
ATC
441
Adirondack Trust Company
New York
$20K
LNB
442
Ledyard National Bank
$20K
PSUF
443
People's United Financial
Connecticut
$20K +$20.9K +313 New
BCMIO
444
Beacon Capital Management Inc (Ohio)
Ohio
$19K
S
445
SignatureFD
Georgia
$17K
WOC
446
West Oak Capital
California
$16.8K
KTC
447
Kistler-Tiffany Companies
Pennsylvania
$16K +$17.3K +259 New
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
HCM
449
Highlander Capital Management
New Jersey
$15K
M
450
MOTCO
Texas
$15K

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.