DTE Energy
459 hedge funds and large institutions have $8.63B invested in DTE Energy in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 144 increasing their positions, 171 reducing their positions, and 38 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more call options, than puts
Call options by funds: $8.25M | Put options by funds: $6.6M
5% less capital invested
Capital invested by funds: $9.06B → $8.63B (-$428M)
1.48% less ownership
Funds ownership: 77.27% → 75.79% (-1.5%)
2% less funds holding
Funds holding: 468 → 459 (-9)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
16% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$45.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$44M |
| 3 |
Neuberger Berman Group
New York
|
+$43.5M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$31.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$55.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$53.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$46.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.1M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$32M |
DTE Hedge Fund Activity: Q3 2014 in Review
459 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2014, worth a combined $8.63B — down 4.7% from $9.06B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of DTE and 32 opened new positions — a net loss of 6 holders — while 171 trimmed existing stakes and 144 added.
The largest buyer was Systematic Financial Management, adding an estimated $45.3M. The largest seller was Principal Financial Group, cutting an estimated $55.9M.
- 459 institutional investors held DTE Energy (DTE) as of Q3 2014, down from 468 in Q2 2014.
- Funds reported $8.63B of DTE Energy stock for Q3 2014, down 4.7% quarter-over-quarter.
- 32 funds opened new DTE Energy positions in Q3 2014 and 38 closed out, a net change of -6 holders.
- The largest DTE Energy buyer in Q3 2014 was Systematic Financial Management, an estimated $45.3M added.
- The largest DTE Energy seller in Q3 2014 was Principal Financial Group, an estimated $55.9M sold.
Based on aggregated 13F filings for Q3 2014.