DTE Energy
464 hedge funds and large institutions have $8.25B invested in DTE Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 163 increasing their positions, 172 reducing their positions, and 35 closing their positions.
211% more call options, than puts
Call options by funds: $8.27M | Put options by funds: $2.65M
57% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $7.32B → $8.25B (+$926M)
3% more funds holding
Funds holding: 449 → 464 (+15)
0.43% more ownership
Funds ownership: 73.26% → 73.69% (+0.43%)
5% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 172
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$70.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$70M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$43.3M |
| 4 |
Jennison Associates
New York
|
+$39.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$60.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23.2M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$22.6M |
| 4 |
Millennium Management
New York
|
-$21.4M |
| 5 |
WCM
Winton Capital Management
London,
United Kingdom
|
-$21M |
DTE Hedge Fund Activity: Q1 2014 in Review
464 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2014, worth a combined $8.25B — up 13% from $7.32B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DTE positions and 35 closed out — a net gain of 20 holders — while 163 added to existing stakes and 172 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $70.4M. The largest seller was JP Morgan Chase, cutting an estimated $60.7M.
- 464 institutional investors held DTE Energy (DTE) as of Q1 2014, up from 449 in Q4 2013.
- Funds reported $8.25B of DTE Energy stock for Q1 2014, up 13% quarter-over-quarter.
- 55 funds opened new DTE Energy positions in Q1 2014 and 35 closed out, a net change of +20 holders.
- The largest DTE Energy buyer in Q1 2014 was Massachusetts Financial Services, an estimated $70.4M added.
- The largest DTE Energy seller in Q1 2014 was JP Morgan Chase, an estimated $60.7M sold.
Based on aggregated 13F filings for Q1 2014.