We are live on ! Find out more
DTE icon

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.

New
Increased
Maintained
Reduced
Closed

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: 487485 (-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: 54 (-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

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
45
Increased
174
Reduced
179
Closed
41
Calls
$5.92M
Puts
$9.57M
Net Calls
-$3.64M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$37.8M +$11.1M +154,411 +39%
Charles Schwab
52
Charles Schwab
California
$37.6M +$894K +12,447 +2%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$36.4M +$35.6M +496,203 +1,445%
Bank of America
54
Bank of America
North Carolina
$35.5M -$670K -9,328 -2%
Deutsche Bank
55
Deutsche Bank
Germany
$35.3M +$1.36M +18,968 +4%
Credit Agricole
56
Credit Agricole
France
$34.6M +$2.54M +35,441 +8%
PPA
57
Parametric Portfolio Associates
Washington
$32.9M +$1.36M +18,999 +4%
HAI
58
Hennessy Advisors Inc
California
$32.8M -$422K -5,875 -1%
First Trust Advisors
59
First Trust Advisors
Illinois
$32.6M -$20.4M -283,811 -37%
RCAMU
60
Rothschild & Co Asset Management US
Connecticut
$31.8M +$23.8M +330,899 +250%
Prudential Financial
61
Prudential Financial
New Jersey
$31.4M +$4.58M +63,853 +16%
AllianceBernstein
62
AllianceBernstein
Tennessee
$30.3M -$172M -2,389,395 -84%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$29.1M -$2.49M -34,624 -8%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$28.8M -$57.1K -796 -0.2%
BIM
65
BlackRock Investment Management
Delaware
$28.5M -$254K -3,543 -0.8%
CC
66
Chubb Corp
New Jersey
$28.2M
TCIM
67
TIAA CREF Investment Management
New York
$27.9M +$5.79M +80,685 +25%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$27M -$455K -6,340 -2%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$25.5M +$1.64M +22,846 +7%
Citigroup
70
Citigroup
New York
$25M +$24.3M +338,634 +1,331%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$22.7M +$2.3M +32,093 +11%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$22.1M +$662K +9,223 +3%
Swiss National Bank
73
Swiss National Bank
Switzerland
$21.7M +$8.88M +123,727 +64%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$21.7M +$854K +11,895 +4%
Principal Financial Group
75
Principal Financial Group
Iowa
$21.1M +$1.75M +24,405 +9%

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.