We are live on ! Find out more
DTE icon

DTE Energy

612 hedge funds and large institutions have $13.4B invested in DTE Energy in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

30% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $14.2M

5% more funds holding

Funds holding: 583612 (+29)

2% more capital invested

Capital invested by funds: $13.2B → $13.4B (+$207M)

1% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 200

0.09% more ownership

Funds ownership: 80.39%80.48% (+0.09%)

Holders
612
Holders Change
+29
Holders Change %
+4.97%
% of All Funds
13.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
86
Increased
201
Reduced
200
Closed
54
Calls
$18.5M
Puts
$14.2M
Net Calls
+$4.24M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
326
Segall Bryant & Hamill
Illinois
$647K
GL
327
GLG LLC
New York
$639K
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$630K +$184K +1,937 +40%
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$623K +$44.7K +470 +8%
PA
330
Probity Advisors
Texas
$619K -$5.7K -60 -0.9%
PI
331
Pettee Investors
Connecticut
$603K +$10.5K +110 +2%
DC
332
Davenport & Co
Virginia
$601K +$16.9K +178 +3%
HJA
333
Hugh Johnson Advisors
New York
$594K +$3.99K +42 +0.7%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$582K +$158K +1,665 +36%
GC
335
Globeflex Capital
California
$572K -$54.5K -573 -9%
BWA
336
BDO Wealth Advisors
Florida
$566K +$14K +147 +2%
TC
337
Trilogy Capital
California
$564K +$576K +6,057 New
V
338
Veritable
Delaware
$563K -$98.1K -1,032 -15%
II
339
IFM Investors
Australia
$563K
GHA
340
GW Henssler & Associates
Georgia
$560K -$57.3K -603 -9%
Baird Financial Group
341
Baird Financial Group
Wisconsin
$557K -$47.7K -502 -8%
PCA
342
Peddock Capital Advisors
Massachusetts
$540K
NAM
343
NorthCoast Asset Management
Connecticut
$538K +$549K +5,779 New
PAG
344
Private Advisor Group
New Jersey
$535K -$83.7K -881 -13%
IRF
345
IBM Retirement Fund
New York
$531K
VIA
346
Vident Investment Advisory
Georgia
$524K +$108K +1,132 +25%
CI
347
Conning Inc
Connecticut
$523K +$4.47K +47 +0.8%
CCP
348
Clarkston Capital Partners
Michigan
$521K -$29.8K -314 -5%
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$521K +$2.38K +25 +0.4%
HAG
350
HighPoint Advisor Group
Illinois
$517K -$9.12K -96 -2%

DTE Hedge Fund Activity: Q4 2017 in Review

612 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2017, worth a combined $13.4B — up 1.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new DTE positions and 54 closed out — a net gain of 32 holders — while 201 added to existing stakes and 200 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $160M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 612 institutional investors held DTE Energy (DTE) as of Q4 2017, up from 583 in Q3 2017.
  • Funds reported $13.4B of DTE Energy stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 86 funds opened new DTE Energy positions in Q4 2017 and 54 closed out, a net change of +32 holders.
  • The largest DTE Energy buyer in Q4 2017 was Boston Partners, an estimated $160M added.
  • The largest DTE Energy seller in Q4 2017 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2017.