DTE Energy
449 hedge funds and large institutions have $7.31B invested in DTE Energy in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 37 closing their positions.
132% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $6.73M
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
1% more funds holding
Funds holding: 444 → 449 (+5)
0.27% less ownership
Funds ownership: 73.53% → 73.26% (-0.27%)
9% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 171
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less capital invested
Capital invested by funds: $9.19B → $7.31B (-$1.88B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$140M |
| 2 |
Millennium Management
New York
|
+$121M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$69.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$54.3M |
| 5 |
DCM
Decade Capital Management
New York
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$134M |
| 2 |
ETC
Evercore Trust Company
New York
|
-$86.8M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$48.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$32.9M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$27.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
476
Laurion Capital Management
New York
| – | -$224K | -3,995 | Closed |
|
|
QT
477
Quantbot Technologies
New York
| – | -$146K | -2,605 | Closed |
|
|
PP
478
Palladium Partners
Norfolk,
Virginia
| – | -$106K | -1,880 | Closed |
|
479
Group One Trading
Chicago,
Illinois
| – | -$59K | -1,058 | Closed |
|
|
CFSG
480
Community Financial Services Group
Newport,
Vermont
| – | -$33K | -588 | Closed |
|
481
Jones Financial Companies
Des Peres,
Missouri
| – | -$33K | -588 | Closed |
|
|
S
482
SignatureFD
Atlanta,
Georgia
| – | -$5K | -98 | Closed |
|
|
FBC
483
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$2K | -53 | Closed |
|
|
RNS
484
Robert N. Shapiro
| – | -$2K | -35 | Closed |
|
|
TCOV
485
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$1K | -15 | Closed |
|
DTE Hedge Fund Activity: Q4 2013 in Review
449 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2013, worth a combined $7.31B — down 21% from $9.19B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DTE positions and 37 closed out — a net gain of 8 holders — while 156 added to existing stakes and 171 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $134M.
- 449 institutional investors held DTE Energy (DTE) as of Q4 2013, up from 444 in Q3 2013.
- Funds reported $7.31B of DTE Energy stock for Q4 2013, down 21% quarter-over-quarter.
- 45 funds opened new DTE Energy positions in Q4 2013 and 37 closed out, a net change of +8 holders.
- The largest DTE Energy buyer in Q4 2013 was Capital Research Global Investors, an estimated $140M added.
- The largest DTE Energy seller in Q4 2013 was JP Morgan Chase, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2013.