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DTE Energy

571 hedge funds and large institutions have $12.1B invested in DTE Energy in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.73M

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.2B)

5% more funds holding

Funds holding: 546571 (+25)

4% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 186

0.84% more ownership

Funds ownership: 79.26%80.11% (+0.84%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
571
Holders Change
+25
Holders Change %
+4.58%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
88
Increased
193
Reduced
186
Closed
57
Calls
$17.4M
Puts
$9.73M
Net Calls
+$7.7M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$109M -$14.3M -177,912 -12%
DPIM
27
Duff & Phelps Investment Management
Illinois
$107M +$1.21M +15,111 +1%
Deutsche Bank
28
Deutsche Bank
Germany
$99M +$17.9M +222,537 +23%
Morgan Stanley
29
Morgan Stanley
New York
$97.5M +$53.1M +661,021 +132%
Legal & General Group
30
Legal & General Group
United Kingdom
$97.4M +$8.84K +110 +0%
JHIU
31
Janus Henderson Investors US
Colorado
$79.3M -$376M -4,675,583 -83%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$79M -$340K -4,230 -0.4%
JP Morgan Chase
33
JP Morgan Chase
New York
$78.9M -$27.1M -336,931 -26%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$76.3M +$812K +10,099 +1%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$68.6M +$22.9M +284,954 +53%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.1M +$953K +11,856 +2%
Bank of America
37
Bank of America
North Carolina
$66M +$20.5M +255,136 +48%
BA
38
BlackRock Advisors
Delaware
$64.7M -$751K -9,346 -1%
TA
39
Teachers Advisors
New York
$63.8M -$363K -4,511 -0.6%
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$62.7M +$52.9M +657,427 +731%
Prudential Financial
41
Prudential Financial
New Jersey
$62.3M -$882K -10,966 -1%
UBS AM
42
UBS AM
Illinois
$58.4M +$966K +12,014 +2%
BlackRock
43
BlackRock
New York
$57.7M +$20.3K +252 +0%
Charles Schwab
44
Charles Schwab
California
$55.8M +$2.84M +35,327 +6%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$51.2M -$873K -10,865 -2%
Allianz Asset Management
46
Allianz Asset Management
Germany
$50.5M -$2.91M -36,154 -6%
First Trust Advisors
47
First Trust Advisors
Illinois
$49.3M -$106K -1,317 -0.2%
SAC
48
Smith Affiliated Capital
New York
$49.3M
Swiss National Bank
49
Swiss National Bank
Switzerland
$49.2M +$227K +2,820 +0.5%
BIM
50
BlackRock Investment Management
Delaware
$48.7M +$1.23M +15,344 +3%

DTE Hedge Fund Activity: Q4 2016 in Review

571 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2016, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DTE positions and 57 closed out — a net gain of 31 holders — while 193 added to existing stakes and 186 trimmed.

The largest buyer was Capital World Investors, adding an estimated $262M. The largest seller was Janus Henderson Investors US, cutting an estimated $376M.

  • 571 institutional investors held DTE Energy (DTE) as of Q4 2016, up from 546 in Q3 2016.
  • Funds reported $12.1B of DTE Energy stock for Q4 2016, up 11% quarter-over-quarter.
  • 88 funds opened new DTE Energy positions in Q4 2016 and 57 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q4 2016 was Capital World Investors, an estimated $262M added.
  • The largest DTE Energy seller in Q4 2016 was Janus Henderson Investors US, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.