DTE Energy
547 hedge funds and large institutions have $11B invested in DTE Energy in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 170 reducing their positions, and 28 closing their positions.
125% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 28
65% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $10.4M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 170
5% more funds holding
Funds holding: 519 → 547 (+28)
2.47% more ownership
Funds ownership: 76.8% → 79.27% (+2.5%)
5% less capital invested
Capital invested by funds: $11.6B → $11B (-$628M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$377M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$82.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$59M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$57.9M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$325M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$201M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$144M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$51.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29.8M |
DTE Hedge Fund Activity: Q3 2016 in Review
547 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2016, worth a combined $11B — down 5.4% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new DTE positions and 28 closed out — a net gain of 35 holders — while 203 added to existing stakes and 170 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $377M. The largest seller was Capital Research Global Investors, cutting an estimated $325M.
- 547 institutional investors held DTE Energy (DTE) as of Q3 2016, up from 519 in Q2 2016.
- Funds reported $11B of DTE Energy stock for Q3 2016, down 5.4% quarter-over-quarter.
- 63 funds opened new DTE Energy positions in Q3 2016 and 28 closed out, a net change of +35 holders.
- The largest DTE Energy buyer in Q3 2016 was Janus Henderson Investors US, an estimated $377M added.
- The largest DTE Energy seller in Q3 2016 was Capital Research Global Investors, an estimated $325M sold.
Based on aggregated 13F filings for Q3 2016.