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DTE Energy
DTE

464 hedge funds and large institutions have $8.23B invested in DTE Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 163 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $8.16M | Put options by funds: $2.65M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

13% more capital invested

Capital invested by funds: $7.31B → $8.23B (+$924M)

3% more funds holding

Funds holding: 449 → 464 (+15)

0.43% more ownership

Funds ownership: 73.26% → 73.69% (+0.43%)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 172

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
464
Holders Change
+15
Holders Change %
+3.34%
% of All Funds
13.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
55
Increased
163
Reduced
172
Closed
35
Calls
$8.16M
Puts
$2.65M
Net Calls
+$5.5M
Net Calls Change
-$3.38M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$70.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$70M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$43.3M
4
Jennison Associates
Jennison Associates
New York
+$39.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$60.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.2M
3
JHIU
Janus Henderson Investors US
Colorado
-$22.6M
4
Millennium Management
Millennium Management
New York
-$21.4M
5
WCM
Winton Capital Management
United Kingdom
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$71.2M -$16.8M -285,525 -20%
Invesco
27
Invesco
Georgia
$67.2M -$3.29M -55,904 -5%
AI
28
Analytic Investors
California
$64.5M -$2.97M -50,443 -5%
Charles Schwab
29
Charles Schwab
California
$61.5M -$4.92M -83,494 -8%
Allianz Asset Management
30
Allianz Asset Management
Germany
$59.9M +$2.16M +36,620 +4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$59.8M +$34.5M +585,570 +162%
Norges Bank
32
Norges Bank
Norway
$53.4M +$2.07M +35,151 +4%
Goldman Sachs
33
Goldman Sachs
New York
$49.3M +$5.26M +89,379 +13%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$48.2M -$3.68M -62,510 -8%
BlackRock
35
BlackRock
New York
$46.4M +$1.65M +28,090 +4%
PI
36
PGGM Investments
Netherlands
$45.9M +$23.4M +397,778 +121%
TA
37
Teachers Advisors
New York
$45.8M -$2.54M -43,160 -6%
UBS AM
38
UBS AM
Illinois
$45.1M +$3.09M +52,390 +8%
Deutsche Bank
39
Deutsche Bank
Germany
$43.5M +$6.9M +117,168 +21%
Cohen & Steers
40
Cohen & Steers
New York
$43.3M +$11M +185,973 +37%
Morgan Stanley
41
Morgan Stanley
New York
$43.2M -$13.6M -231,340 -25%
TCIM
42
TIAA CREF Investment Management
New York
$43M -$16.6M -281,902 -29%
Jennison Associates
43
Jennison Associates
New York
$42.1M +$39.3M +666,511 New
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$40.1M +$31.9M +541,352 +588%
Prudential Financial
45
Prudential Financial
New Jersey
$37.8M -$14.8M -251,685 -30%
Bank of America
46
Bank of America
North Carolina
$37.6M +$11.8M +200,162 +51%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$37.5M – – –
SAC
48
Smith Affiliated Capital
New York
$37.1M – – –
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$36.4M -$476K -8,075 -1%
SI
50
Scout Investments
Missouri
$32.8M +$1.11M +18,928 +4%
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DTE Hedge Fund Activity: Q1 2014 in Review

464 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2014, worth a combined $8.23B — up 13% from $7.31B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DTE positions and 35 closed out — a net gain of 20 holders — while 163 added to existing stakes and 172 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $70.4M. The largest seller was JP Morgan Chase, cutting an estimated $60.7M.

  • 464 institutional investors held DTE Energy (DTE) as of Q1 2014, up from 449 in Q4 2013.
  • Funds reported $8.23B of DTE Energy stock for Q1 2014, up 13% quarter-over-quarter.
  • 55 funds opened new DTE Energy positions in Q1 2014 and 35 closed out, a net change of +20 holders.
  • The largest DTE Energy buyer in Q1 2014 was Massachusetts Financial Services, an estimated $70.4M added.
  • The largest DTE Energy seller in Q1 2014 was JP Morgan Chase, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2014.