DTE Energy
485 hedge funds and large institutions have $9.15B invested in DTE Energy in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 174 increasing their positions, 179 reducing their positions, and 41 closing their positions.
10% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 41
0.18% more ownership
Funds ownership: 74.6% → 74.77% (+0.18%)
0% less funds holding
Funds holding: 487 → 485 (-2)
3% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 179
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less capital invested
Capital invested by funds: $12.2B → $9.15B (-$3.01B)
38% less call options, than puts
Call options by funds: $5.92M | Put options by funds: $9.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$243M |
| 2 |
ETC
Evercore Trust Company
New York
|
+$99.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$93M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$55.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$204M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$172M |
| 3 |
JP Morgan Chase
New York
|
-$68.4M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$43M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$36.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
526
Tortoise Investment Management
White Plains,
New York
| – | -$3K | -35 | Closed |
|
527
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -22 | Closed |
|
DTE Hedge Fund Activity: Q1 2015 in Review
485 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2015, worth a combined $9.15B — down 25% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DTE positions and 41 closed out — a net gain of 4 holders — while 174 added to existing stakes and 179 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $204M.
- 485 institutional investors held DTE Energy (DTE) as of Q1 2015, down from 487 in Q4 2014.
- Funds reported $9.15B of DTE Energy stock for Q1 2015, down 25% quarter-over-quarter.
- 45 funds opened new DTE Energy positions in Q1 2015 and 41 closed out, a net change of +4 holders.
- The largest DTE Energy buyer in Q1 2015 was Millennium Management, an estimated $243M added.
- The largest DTE Energy seller in Q1 2015 was Capital Research Global Investors, an estimated $204M sold.
Based on aggregated 13F filings for Q1 2015.