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DTE Energy

491 hedge funds and large institutions have $11B invested in DTE Energy in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 153 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $3.64M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 153

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

1.17% more ownership

Funds ownership: 75.52%76.69% (+1.2%)

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0% more funds holding

Funds holding: 489491 (+2)

Holders
491
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
52
Increased
190
Reduced
153
Closed
44
Calls
$6.43M
Puts
$3.64M
Net Calls
+$2.79M
Net Calls Change
-$8.35M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
426
Redwood Investments
Massachusetts
$80K
HCC
427
Hirtle Callaghan & Co
Pennsylvania
$71K -$138K -1,998 -66%
N
428
Nuveen
North Carolina
$68.8K +$47.2M +686,116 +213%
GLI
429
Guardian Life Insurance
New York
$68K -$15.9K -231 -19%
RGI
430
River Global Investors
United Kingdom
$64K +$64.7K +940 New
DADC
431
D.A. Davidson & Co
Montana
$61K
RFA
432
Reilly Financial Advisors
California
$56K +$16.2K +235 +40%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$55.7K -$5.44K -79 -9%
Manulife (Manufacturers Life Insurance)
434
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.6K -$1.42M -20,615 -3%
VCM
435
Versant Capital Management
Arizona
$52K +$52.9K +768 New
SF
436
Synovus Financial
Georgia
$45K
CFG
437
Citizens Financial Group
Rhode Island
$45K +$45.4K +660 New
HI
438
Hudock Inc
Pennsylvania
$41K +$344 +5 +0.8%
OC
439
Oakworth Capital
Alabama
$40K
BAM
440
Brave Asset Management
New Jersey
$35K
TCOV
441
Trust Company of Vermont
Vermont
$35K +$22K +320 +170%
WAM
442
Wealthspire Advisors (Maryland)
Maryland
$35K +$35.5K +515 New
AF
443
Arrow Financial
New York
$33K -$12.9K -188 -28%
ClearBridge Investments
444
ClearBridge Investments
New York
$32K
EWM
445
Evercore Wealth Management
New York
$32K +$5.09K +74 +19%
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$30K
M
447
MOTCO
Texas
$30K
RAM
448
Riggs Asset Management
Pennsylvania
$28K
CFA
449
CT Financial Advisors
Pennsylvania
$27K
RWM
450
Rezny Wealth Management
Florida
$24K

DTE Hedge Fund Activity: Q4 2015 in Review

491 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2015, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DTE positions and 44 closed out — a net gain of 8 holders — while 190 added to existing stakes and 153 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $83.6M. The largest seller was Millennium Management, cutting an estimated $174M.

  • 491 institutional investors held DTE Energy (DTE) as of Q4 2015, up from 489 in Q3 2015.
  • Funds reported $11B of DTE Energy stock for Q4 2015, up 1.1% quarter-over-quarter.
  • 52 funds opened new DTE Energy positions in Q4 2015 and 44 closed out, a net change of +8 holders.
  • The largest DTE Energy buyer in Q4 2015 was Capital Research Global Investors, an estimated $83.6M added.
  • The largest DTE Energy seller in Q4 2015 was Millennium Management, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.