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DTE Energy

611 hedge funds and large institutions have $13.4B invested in DTE Energy in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 187 increasing their positions, 203 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $9.72M | Put options by funds: $5.12M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 80.48%83.77% (+3.3%)

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

0% less funds holding

Funds holding: 612611 (-1)

1% less capital invested

Capital invested by funds: $13.4B → $13.4B (-$82.9M)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 203

Holders
611
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
75
Increased
187
Reduced
203
Closed
69
Calls
$9.72M
Puts
$5.12M
Net Calls
+$4.6M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Pinnacle Associates
New York
$651K -$2.54K -29 -0.4%
Axa
327
Axa
France
$635K -$16.6M -189,057 -96%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$618K +$23.5K +268 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
329
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$616K -$11.7M -132,997 -95%
WG
330
Winton Group
United Kingdom
$608K -$39.6K -452 -6%
PA
331
Probity Advisors
Texas
$597K +$6.66K +76 +1%
JIR
332
James Investment Research
Ohio
$591K -$10.3M -117,551 -95%
TCOT
333
Trust Company of Toledo
Ohio
$588K -$92.3K -1,053 -14%
CTC
334
Central Trust Company
Missouri
$581K -$38.6K -440 -6%
IRF
335
IBM Retirement Fund
New York
$575K +$113K +1,285 +25%
DC
336
Davenport & Co
Virginia
$573K
II
337
IFM Investors
Australia
$571K +$33K +376 +6%
BA
338
Bridgewater Associates
Connecticut
$571K +$564K +6,430 New
HJA
339
Hugh Johnson Advisors
New York
$568K +$1.93K +22 +0.3%
SAM
340
Symphony Asset Management
California
$564K -$99.3K -1,133 -15%
APFBOT
341
Amica Pension Fund Board of Trustees
Rhode Island
$561K -$165K -1,885 -23%
CCP
342
Clarkston Capital Partners
Michigan
$549K +$51.6K +588 +11%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$542K +$535K +6,104 New
Baird Financial Group
344
Baird Financial Group
Wisconsin
$537K +$5.17K +59 +1%
PCA
345
Peddock Capital Advisors
Massachusetts
$537K +$22.3K +254 +4%
GHA
346
GW Henssler & Associates
Georgia
$535K
FB
347
Fulton Bank
Pennsylvania
$532K +$176K +2,006 +50%
AP
348
Advisor Partners
California
$529K +$74.7K +852 +17%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$528K -$26K -297 -5%
NIMI
350
Natixis Investment Managers International
France
$527K +$520K +5,936 New

DTE Hedge Fund Activity: Q1 2018 in Review

611 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2018, worth a combined $13.4B — down 0.62% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new DTE positions and 69 closed out — a net gain of 6 holders — while 187 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was AQR Capital Management, cutting an estimated $116M.

  • 611 institutional investors held DTE Energy (DTE) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $13.4B of DTE Energy stock for Q1 2018, down 0.62% quarter-over-quarter.
  • 75 funds opened new DTE Energy positions in Q1 2018 and 69 closed out, a net change of +6 holders.
  • The largest DTE Energy buyer in Q1 2018 was T. Rowe Price Associates, an estimated $274M added.
  • The largest DTE Energy seller in Q1 2018 was AQR Capital Management, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2018.