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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
DADC
476
D.A. Davidson & Co
Montana
$108K +$31.2K +388 +43%
ARMT
477
Amica Retiree Medical Trust
Rhode Island
$104K +$100K +1,246 New
MCM
478
Manchester Capital Management
Vermont
$103K
HSA
479
Hussman Strategic Advisors
Maryland
$99K
CJA
480
C-J Advisory
California
$93K
CFA
481
Carroll Financial Associates
North Carolina
$88K
RFM
482
Royal Fund Management
Florida
$84K +$81.3K +1,011 New
AIM
483
Acrospire Investment Management
Illinois
$79K +$66.1K +822 +685%
IUHSA
484
Itau Unibanco Holding S.A.
Brazil
$77K +$73.7K +917 New
SFS
485
Sowell Financial Services
Arkansas
$72K +$69.5K +864 New
GLI
486
Guardian Life Insurance
New York
$68K +$2.17K +27 +3%
VCM
487
Versant Capital Management
Arizona
$64K -$3.3K -41 -5%
ClearBridge Investments
488
ClearBridge Investments
New York
$62K +$10.7K +133 +22%
CCS
489
Crosspoint Capital Strategies
California
$59K
FAN
490
Financial Advisors Network
California
$58.5K +$56.8K +707 New
MIC
491
MU Investments Company
Japan
$57K -$35.9K -446 -40%
SF
492
Synovus Financial
Georgia
$55K
PA
493
Parallel Advisors
California
$55K +$52.9K +658 New
HI
494
Hudock Inc
Pennsylvania
$52K +$482 +6 +1%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K -$151K -1,881 -77%
OC
496
Oakworth Capital
Alabama
$47K
BTIS
497
BB&T Investment Services
North Carolina
$47K +$45.7K +569 New
BBHC
498
Brown Brothers Harriman & Co
New York
$44K +$42.3K +526 New
WAM
499
Wealthspire Advisors (Maryland)
Maryland
$43K +$3.46K +43 +9%
BIG
500
Bellwether Investment Group
Tennessee
$42K +$40K +498 New

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.