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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
SEC
451
Seven Eight Capital
New York
$15K +$15.7K +235 New
HR
452
Howe & Rusling
New York
$14K -$16.1K -241 -52%
SC
453
Searle & Co
Connecticut
$14K
NFG
454
Next Financial Group
Texas
$14K +$5.89K +88 +66%
GAM
455
Gemmer Asset Management
California
$13K
MI
456
Markston International
New York
$12K
SSB
457
Sandy Spring Bank
Maryland
$11K
JIC
458
Joel Isaacson & Co
New York
$10K
AssetMark Inc
459
AssetMark Inc
California
$9K +$9.03K +135 New
FANJ
460
Financial Architects (New Jersey)
New Jersey
$8K
BFEC
461
Benjamin F. Edwards & Company
Missouri
$7K
CG
462
Colony Group
Massachusetts
$7K
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$7K
QAM
464
QCI Asset Management
New York
$7K
GXMC
465
Global X Management Company
New York
$7K +$6.89K +103 New
MCM
466
MV Capital Management
Maryland
$7K +$7.89K +118 New
QCG
467
Quadrant Capital Group
Ohio
$6K +$8.03K +120 New
IWMPD
468
Integrated Wealth Management (Palm Desert)
California
$5K
TCOV
469
Trust Company of Vermont
Vermont
$5K +$5.22K +78 New
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$5K +$5.55K +83 New
LWA
471
Lenox Wealth Advisors
New York
$3K
PIM
472
Parasol Investment Management
Illinois
$3K
TCA
473
Tortoise Capital Advisors
Kansas
$2K
FNBOO
474
First National Bank of Omaha
Nebraska
$1.21K
CBT
475
Central Bank & Trust
Kentucky
$1K -$201 -3 -16%

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.