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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
Toronto Dominion Bank
451
Toronto Dominion Bank
Ontario, Canada
$98K -$34.4K -445 -28%
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K -$545K -7,050 -88%
RGI
453
River Global Investors
United Kingdom
$79K
DADC
454
D.A. Davidson & Co
Montana
$76K
GLI
455
Guardian Life Insurance
New York
$66K
VCM
456
Versant Capital Management
Arizona
$64K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$63.2K -$5.03K -65 -8%
CCS
458
Crosspoint Capital Strategies
California
$59K
PHK
459
Point72 Hong Kong
Hong Kong
$59K +$54.5K +705 New
HCC
460
Hirtle Callaghan & Co
Pennsylvania
$58K -$11.4K -147 -18%
SF
461
Synovus Financial
Georgia
$55K
CFG
462
Citizens Financial Group
Rhode Island
$54K +$48.9K +632 New
VanEck Associates
463
VanEck Associates
New York
$54K +$49.6K +642 New
ClearBridge Investments
464
ClearBridge Investments
New York
$52K +$11.1K +144 +31%
HI
465
Hudock Inc
Pennsylvania
$51K +$387 +5 +0.8%
OC
466
Oakworth Capital
Alabama
$45K
BAM
467
Brave Asset Management
New Jersey
$44K
WAM
468
Wealthspire Advisors (Maryland)
Maryland
$40K -$21.1K -273 -37%
EWM
469
Evercore Wealth Management
New York
$39K
BBPWM
470
Blue Bell Private Wealth Management
Pennsylvania
$38K
AF
471
Arrow Financial
New York
$37K
RAM
472
Riggs Asset Management
Pennsylvania
$35K
CIA
473
Cascade Investment Advisors
Oregon
$34.2K +$31.3K +405 New
CFA
474
CT Financial Advisors
Pennsylvania
$33.4K
S
475
SignatureFD
Georgia
$33K +$1.16K +15 +4%

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.