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DTE Energy

519 hedge funds and large institutions have $11.7B invested in DTE Energy in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 200 increasing their positions, 169 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $14.1M

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 169

11% more capital invested

Capital invested by funds: $10.5B → $11.7B (+$1.17B)

3% more funds holding

Funds holding: 505519 (+14)

2.63% less ownership

Funds ownership: 79.46%76.83% (-2.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
519
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
13.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
55
Increased
200
Reduced
169
Closed
36
Calls
$73.4M
Puts
$14.1M
Net Calls
+$59.3M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
501
MYCIO Wealth Partners
Pennsylvania
$10K +$9.13K +118 New
WTC
502
WhitTier Trust Company
Nevada
$9K
CHP
503
Cable Hill Partners
Oregon
$8K
Lazard Asset Management
504
Lazard Asset Management
New York
$8K
QCG
505
Quadrant Capital Group
Ohio
$8K
AI
506
ArchPoint Investors
Florida
$7K
CCM
507
Cribstone Capital Management
Maine
$6K +$5.49K +71 New
MCM
508
MV Capital Management
Maryland
$5K
RWA
509
Ropes Wealth Advisors
Massachusetts
$5K +$5.03K +65 New
HIM
510
Hillsdale Investment Management
Ontario, Canada
$4K +$464 +6 +15%
AIM
511
Anchor Investment Management
South Carolina
$3.37K
TCA
512
Tortoise Capital Advisors
Kansas
$3K -$316K -4,083 -99%
FPFS
513
First Personal Financial Services
North Carolina
$3K +$2.78K +36 New
SWA
514
Sutton Wealth Advisors
Florida
$2.38K
CAW
515
Cornerstone Advisors (Washington)
Washington
$2K
TFO
516
Tarbox Family Office
California
$2K
HCM
517
Herndon Capital Management
Georgia
$2K +$1.55K +20 New
SNT
518
Security National Trust
West Virginia
$1K
PIA
519
Piedmont Investment Advisors
North Carolina
$594 +$541 +7 New
CA
520
Commerzbank Aktiengesellschaft
Germany
$564 +$3.4K +44 +0.7%
LC
521
LNZ Capital
New York
-$20.2M -262,252 Closed
Millennium Management
522
Millennium Management
New York
-$20.2M -262,252 Closed
AC
523
Allstate Corporation
Illinois
-$8.07M -104,649 Closed
VAM
524
Visium Asset Management
New York
-$3.71M -48,021 Closed
PDN
525
Pensionfund DSM Netherlands
Netherlands
-$3.36M -43,475 Closed

DTE Hedge Fund Activity: Q2 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2016, worth a combined $11.7B — up 11% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DTE positions and 36 closed out — a net gain of 19 holders — while 200 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $50M. The largest seller was Royal London Asset Management, cutting an estimated $357M.

  • 519 institutional investors held DTE Energy (DTE) as of Q2 2016, up from 505 in Q1 2016.
  • Funds reported $11.7B of DTE Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 55 funds opened new DTE Energy positions in Q2 2016 and 36 closed out, a net change of +19 holders.
  • The largest DTE Energy buyer in Q2 2016 was BlackRock Advisors, an estimated $50M added.
  • The largest DTE Energy seller in Q2 2016 was Royal London Asset Management, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2016.