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DTE Energy

491 hedge funds and large institutions have $11B invested in DTE Energy in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 153 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $3.64M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 153

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

1.17% more ownership

Funds ownership: 75.52%76.69% (+1.2%)

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0% more funds holding

Funds holding: 489491 (+2)

Holders
491
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
52
Increased
190
Reduced
153
Closed
44
Calls
$6.43M
Puts
$3.64M
Net Calls
+$2.79M
Net Calls Change
-$8.35M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.68B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B +$36.4M +527,974 +3%
State Street
3
State Street
Massachusetts
$704M -$38.4M -557,780 -5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$498M +$83.6M +1,214,506 +20%
BFA
5
BlackRock Fund Advisors
California
$469M +$20M +291,163 +4%
Capital World Investors
6
Capital World Investors
California
$423M
BIT
7
BlackRock Institutional Trust
California
$376M +$3.24M +47,084 +0.9%
APG Asset Management
8
APG Asset Management
Netherlands
$194M -$6.82M -99,008 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$186M +$11.8M +171,549 +7%
Northern Trust
10
Northern Trust
Illinois
$176M -$12.2M -177,894 -6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$170M +$54.5M +791,527 +47%
Ameriprise
12
Ameriprise
Minnesota
$162M +$58.5K +850 +0%
Franklin Resources
13
Franklin Resources
California
$149M +$352K +5,111 +0.2%
SFM
14
Systematic Financial Management
New Jersey
$141M +$35.4M +514,608 +33%
DPIM
15
Duff & Phelps Investment Management
Illinois
$129M -$394K -5,722 -0.3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$127M +$816K +11,851 +0.6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$127M +$5.27M +76,549 +4%
BG
18
BlackRock Group
United Kingdom
$123M +$1.41M +20,408 +1%
WHRC
19
W.H. Reaves & Co
New Jersey
$123M -$8.45M -122,767 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$118M -$3.73M -54,238 -3%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$117M +$68M +987,697 +136%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$116M +$359K +5,218 +0.3%
Jennison Associates
23
Jennison Associates
New York
$111M
Millennium Management
24
Millennium Management
New York
$90.3M -$174M -2,521,544 -66%
AQR Capital Management
25
AQR Capital Management
Connecticut
$90.1M -$37.1M -538,761 -29%

DTE Hedge Fund Activity: Q4 2015 in Review

491 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2015, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DTE positions and 44 closed out — a net gain of 8 holders — while 190 added to existing stakes and 153 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $83.6M. The largest seller was Millennium Management, cutting an estimated $174M.

  • 491 institutional investors held DTE Energy (DTE) as of Q4 2015, up from 489 in Q3 2015.
  • Funds reported $11B of DTE Energy stock for Q4 2015, up 1.1% quarter-over-quarter.
  • 52 funds opened new DTE Energy positions in Q4 2015 and 44 closed out, a net change of +8 holders.
  • The largest DTE Energy buyer in Q4 2015 was Capital Research Global Investors, an estimated $83.6M added.
  • The largest DTE Energy seller in Q4 2015 was Millennium Management, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.