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DTE Energy

561 hedge funds and large institutions have $12.5B invested in DTE Energy in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $12.1B → $12.5B (+$423M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.13% less ownership

Funds ownership: 80.11%79.98% (-0.13%)

0% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $6.89M

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

7% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 207

2% less funds holding

Funds holding: 571561 (-10)

Holders
561
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
13.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
192
Reduced
207
Closed
51
Calls
$6.86M
Puts
$6.89M
Net Calls
-$33K
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
326
AGF Investments LLC
Ontario, Canada
$615K +$66.6K +786 +12%
V
327
Veritable
Delaware
$610K
KeyBank National Association
328
KeyBank National Association
Ohio
$609K -$1.37M -16,130 -70%
SCM
329
Shelton Capital Management
Colorado
$608K
ECM
330
Everence Capital Management
Indiana
$603K
Baird Financial Group
331
Baird Financial Group
Wisconsin
$589K +$85 +1 +0%
PA
332
Probity Advisors
Texas
$585K -$9.65K -114 -2%
GHA
333
GW Henssler & Associates
Georgia
$575K -$285K -3,367 -34%
MCIM
334
Meadow Creek Investment Management
Georgia
$575K +$217K +2,557 +63%
NIPH
335
NN Investment Partners Holdings
Netherlands
$562K
TH
336
Timber Hill
Connecticut
$559K -$457K -5,392 -46%
CA
337
Commerzbank Aktiengesellschaft
Germany
$540K -$19.9K -235 -4%
ACM
338
Azimuth Capital Management
Michigan
$536K -$16.6K -196 -3%
ICOA
339
Investment Centers of America
North Dakota
$536K +$110K +1,302 +27%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$531K +$49.7K +587 +11%
DC
341
Davenport & Co
Virginia
$525K
CCP
342
Clarkston Capital Partners
Michigan
$513K
LFG
343
LifePlan Financial Group
Ohio
$510K +$51.3K +606 +12%
RJT
344
Raymond James Trust
Florida
$504K -$2.79K -33 -0.6%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$501K -$8.21K -97 -2%
SBH
346
Segall Bryant & Hamill
Illinois
$501K
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$495K -$95.4K -1,126 -16%
D.E. Shaw & Co
348
D.E. Shaw & Co
New York
$494K -$448K -5,288 -48%
GXMC
349
Global X Management Company
New York
$488K +$118K +1,388 +33%
PCA
350
Peddock Capital Advisors
Massachusetts
$487K +$85 +1 +0%

DTE Hedge Fund Activity: Q1 2017 in Review

561 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2017, worth a combined $12.5B — up 3.5% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of DTE and 50 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 192 added.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Ameriprise, cutting an estimated $131M.

  • 561 institutional investors held DTE Energy (DTE) as of Q1 2017, down from 571 in Q4 2016.
  • Funds reported $12.5B of DTE Energy stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 50 funds opened new DTE Energy positions in Q1 2017 and 51 closed out, a net change of -1 holder.
  • The largest DTE Energy buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest DTE Energy seller in Q1 2017 was Ameriprise, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2017.