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DTE Energy

449 hedge funds and large institutions have $7.31B invested in DTE Energy in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $6.73M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1% more funds holding

Funds holding: 444449 (+5)

0.27% less ownership

Funds ownership: 73.53%73.26% (-0.27%)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $9.19B → $7.31B (-$1.88B)

Holders
449
Holders Change
+5
Holders Change %
+1.13%
% of All Funds
13.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
45
Increased
156
Reduced
171
Closed
37
Calls
$15.6M
Puts
$6.73M
Net Calls
+$8.88M
Net Calls Change
+$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$822M -$26.8M -468,235 -3%
State Street
2
State Street
Massachusetts
$569M -$3.35M -58,359 -0.6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$370M +$140M +2,439,065 +59%
BFA
4
BlackRock Fund Advisors
California
$365M +$15.7M +273,599 +4%
BIT
5
BlackRock Institutional Trust
California
$344M +$20.2M +353,048 +6%
Capital World Investors
6
Capital World Investors
California
$332M
Franklin Resources
7
Franklin Resources
California
$183M +$69.3M +1,208,963 +59%
JP Morgan Chase
8
JP Morgan Chase
New York
$180M -$134M -2,333,664 -42%
Northern Trust
9
Northern Trust
Illinois
$157M +$821K +14,321 +0.5%
APG Asset Management
10
APG Asset Management
Netherlands
$134M +$22.8M +396,879 +20%
Millennium Management
11
Millennium Management
New York
$127M +$121M +2,113,892 +1,526%
WHRC
12
W.H. Reaves & Co
New Jersey
$123M -$4.23M -73,793 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$119M -$25.4M -443,293 -17%
JHIU
14
Janus Henderson Investors US
Colorado
$116M +$11M +191,936 +10%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$94.1M +$1.31M +22,909 +1%
BG
16
BlackRock Group
United Kingdom
$92.1M +$1.53M +26,754 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$88.7M +$5.72M +99,774 +7%
Principal Financial Group
18
Principal Financial Group
Iowa
$87M -$293K -5,111 -0.3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$86M +$5.74M +100,110 +7%
Legal & General Group
20
Legal & General Group
United Kingdom
$85.2M +$5.23M +91,262 +6%
AllianceBernstein
21
AllianceBernstein
Tennessee
$82.7M -$26.4M -460,195 -24%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$82.4M +$54.3M +946,850 +185%
PAM
23
Panagora Asset Management
Massachusetts
$81M -$12.6M -220,457 -13%
Renaissance Technologies
24
Renaissance Technologies
New York
$79.8M +$23.4M +407,373 +41%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$77.7M -$27.2M -474,537 -26%

DTE Hedge Fund Activity: Q4 2013 in Review

449 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2013, worth a combined $7.31B — down 21% from $9.19B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DTE positions and 37 closed out — a net gain of 8 holders — while 156 added to existing stakes and 171 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $134M.

  • 449 institutional investors held DTE Energy (DTE) as of Q4 2013, up from 444 in Q3 2013.
  • Funds reported $7.31B of DTE Energy stock for Q4 2013, down 21% quarter-over-quarter.
  • 45 funds opened new DTE Energy positions in Q4 2013 and 37 closed out, a net change of +8 holders.
  • The largest DTE Energy buyer in Q4 2013 was Capital Research Global Investors, an estimated $140M added.
  • The largest DTE Energy seller in Q4 2013 was JP Morgan Chase, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2013.