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DTE Energy

571 hedge funds and large institutions have $12.1B invested in DTE Energy in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.73M

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.2B)

5% more funds holding

Funds holding: 546571 (+25)

4% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 186

0.84% more ownership

Funds ownership: 79.26%80.11% (+0.84%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
571
Holders Change
+25
Holders Change %
+4.58%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
88
Increased
193
Reduced
186
Closed
57
Calls
$17.4M
Puts
$9.73M
Net Calls
+$7.7M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$108M +1,347,112 +7%
State Street
2
State Street
Massachusetts
$911M +$4.55M +56,597 +0.5%
BFA
3
BlackRock Fund Advisors
California
$643M +$23.2M +288,336 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$533M +$256M +3,189,632 +101%
Capital World Investors
5
Capital World Investors
California
$520M +$262M +3,262,388 +111%
BIT
6
BlackRock Institutional Trust
California
$506M -$21.3M -265,523 -4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$277M +$83.5M +1,038,474 +46%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$264M -$30.7M -382,145 -11%
Northern Trust
9
Northern Trust
Illinois
$205M +$546K +6,788 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$200M -$42.7M -531,135 -18%
Franklin Resources
11
Franklin Resources
California
$183M -$493K -6,133 -0.3%
Victory Capital Management
12
Victory Capital Management
Texas
$177M +$61.9M +770,123 +57%
BG
13
BlackRock Group
United Kingdom
$172M +$4.5M +55,929 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$171M +$8.72M +108,529 +6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$171M +$7.32M +91,032 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$162M +$7.89M +98,119 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$159M +$24.8M +308,742 +19%
WHRC
18
W.H. Reaves & Co
New Jersey
$153M +$5.99M +74,470 +4%
Renaissance Technologies
19
Renaissance Technologies
New York
$150M +$37.3M +464,360 +35%
Jennison Associates
20
Jennison Associates
New York
$146M -$5.21M -64,747 -4%
DZ Bank
21
DZ Bank
Germany
$144M +$138M +1,718,030 New
Goldman Sachs
22
Goldman Sachs
New York
$143M +$1.75M +21,784 +1%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$129M +$3.31M +41,218 +3%
TCIM
24
TIAA CREF Investment Management
New York
$122M -$2.36M -29,350 -2%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$113M -$2.27M -28,261 -2%

DTE Hedge Fund Activity: Q4 2016 in Review

571 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2016, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DTE positions and 57 closed out — a net gain of 31 holders — while 193 added to existing stakes and 186 trimmed.

The largest buyer was Capital World Investors, adding an estimated $262M. The largest seller was Janus Henderson Investors US, cutting an estimated $376M.

  • 571 institutional investors held DTE Energy (DTE) as of Q4 2016, up from 546 in Q3 2016.
  • Funds reported $12.1B of DTE Energy stock for Q4 2016, up 11% quarter-over-quarter.
  • 88 funds opened new DTE Energy positions in Q4 2016 and 57 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q4 2016 was Capital World Investors, an estimated $262M added.
  • The largest DTE Energy seller in Q4 2016 was Janus Henderson Investors US, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.