DTE Energy
487 hedge funds and large institutions have $12.2B invested in DTE Energy in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 166 increasing their positions, 170 reducing their positions, and 23 closing their positions.
148% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
41% more capital invested
Capital invested by funds: $8.63B → $12.2B (+$3.52B)
6% more funds holding
Funds holding: 459 → 487 (+28)
2% more call options, than puts
Call options by funds: $7.23M | Put options by funds: $7.07M
2% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 170
1.19% less ownership
Funds ownership: 75.79% → 74.6% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$59.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$50.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$50.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$48.2M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$145M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$115M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$114M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.1M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$31.2M |
DTE Hedge Fund Activity: Q4 2014 in Review
487 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2014, worth a combined $12.2B — up 41% from $8.63B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DTE positions and 23 closed out — a net gain of 34 holders — while 166 added to existing stakes and 170 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $59.7M. The largest seller was VOYA Investment Management, cutting an estimated $145M.
- 487 institutional investors held DTE Energy (DTE) as of Q4 2014, up from 459 in Q3 2014.
- Funds reported $12.2B of DTE Energy stock for Q4 2014, up 41% quarter-over-quarter.
- 57 funds opened new DTE Energy positions in Q4 2014 and 23 closed out, a net change of +34 holders.
- The largest DTE Energy buyer in Q4 2014 was Neuberger Berman Group, an estimated $59.7M added.
- The largest DTE Energy seller in Q4 2014 was VOYA Investment Management, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2014.