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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
AF
501
Arrow Financial
New York
$41K +$3.78K +47 +11%
NYLT
502
New York Life Trust
New York
$40K +$37.9K +472 New
LCM
503
Liberty Capital Management
Michigan
$37K -$18.9K -235 -35%
EWM
504
Evercore Wealth Management
New York
$37K -$2.57K -32 -7%
HCC
505
Hirtle Callaghan & Co
Pennsylvania
$36K -$20.3K -252 -37%
RAM
506
Riggs Asset Management
Pennsylvania
$34K
CIA
507
Cascade Investment Advisors
Oregon
$34K +$32.6K +405 New
CFA
508
CT Financial Advisors
Pennsylvania
$33.2K
MUS
509
Mitsubishi UFJ Securities
Japan
$30K +$9.49K +118 +50%
YWP
510
YorkBridge Wealth Partners
New York
$28K +$28.4K +353 New
LNB
511
Ledyard National Bank
$27K
ATC
512
Adirondack Trust Company
New York
$26K
BCMIO
513
Beacon Capital Management Inc (Ohio)
Ohio
$26K
WA
514
WFG Advisors
Texas
$26K +$241 +3 +1%
WOC
515
West Oak Capital
California
$22.2K
FPB
516
First PREMIER Bank
South Dakota
$22K
PWM
517
Perigon Wealth Management
California
$22K
MWM
518
Mascoma Wealth Management
New Hampshire
$21K +$20.2K +251 New
PSUF
519
People's United Financial
Connecticut
$20K -$25.2K -313 -57%
JFA
520
JNBA Financial Advisors
Minnesota
$20K -$12.1K -150 -39%
HCM
521
Highlander Capital Management
New Jersey
$20K
M
522
MOTCO
Texas
$20K
TIM
523
Tortoise Investment Management
New York
$20K
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
CIA
525
ClearBridge Investments (Australia)
Australia
$19K +$18.2K +226 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.