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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
GAM
526
Gemmer Asset Management
California
$17K
IWA
527
IBEX Wealth Advisors
New Jersey
$17K +$16.6K +206 New
FANJ
528
Financial Architects (New Jersey)
New Jersey
$16K
MI
529
Markston International
New York
$16K
TCA
530
Tortoise Capital Advisors
Kansas
$16K +$5.22K +65 +53%
WPA
531
West Paces Advisors
Georgia
$15.1K +$14.5K +180 New
SSB
532
Sandy Spring Bank
Maryland
$15K
GRP
533
Global Retirement Partners
California
$15K +$14K +174 New
PIM
534
Parasol Investment Management
Illinois
$15K +$14.1K +176 New
MWM
535
MinichMacGregor Wealth Management
New York
$14K
DBT
536
Dubuque Bank & Trust
Iowa
$13K -$48K -597 -80%
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$13K -$9.24K -115 -43%
CFD
538
Creative Financial Designs
Indiana
$13K +$12.6K +157 New
AF
539
Allworth Financial
California
$10K
BFEC
540
Benjamin F. Edwards & Company
Missouri
$10K
QAM
541
QCI Asset Management
New York
$10K
ZB
542
Zions Bancorporation
Utah
$10K
TAF
543
Tredje AP-fonden
Sweden
$9K -$304K -3,783 -100%
CFG
544
Citizens Financial Group
Rhode Island
$9K -$42.6K -530 -84%
WTC
545
WhitTier Trust Company
Nevada
$9K
RBC
546
Roble Belko & Company
Pennsylvania
$9K +$8.68K +108 New
CHP
547
Cable Hill Partners
Oregon
$8K
QCG
548
Quadrant Capital Group
Ohio
$8K
EF
549
Empirical Finance
Pennsylvania
$8K +$7.4K +92 New
AII
550
AGF Investments Inc
Ontario, Canada
$8K +$7.72K +96 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.