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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
ACM
351
Azimuth Capital Management
Michigan
$512K
LFG
352
LifePlan Financial Group
Ohio
$503K
CC
353
ClearArc Capital
Ohio
$499K -$6.84K -72 -1%
NRS
354
Neville Rodie & Shaw
New York
$498K +$39.1K +411 +8%
SW
355
SVB Wealth
Massachusetts
$493K -$20.7K -218 -4%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$487K +$54.5K +574 +12%
MCIM
357
Meadow Creek Investment Management
Georgia
$475K +$19.7K +207 +4%
CT
358
Coastline Trust
Rhode Island
$471K
EOJOAM
359
E. Ohman J:or Asset Management
Sweden
$471K
Envestnet Asset Management
360
Envestnet Asset Management
Illinois
$470K -$27.7K -291 -5%
GAM
361
Gotham Asset Management
New York
$466K -$2.01M -21,138 -81%
LP
362
LMR Partners
United Kingdom
$460K +$469K +4,934 New
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
$460K +$469K +4,934 +493,400%
GC
364
Grace Capital
Massachusetts
$458K +$467K +4,919 New
HAM
365
Highstreet Asset Management
Ontario, Canada
$450K -$153K -1,606 -25%
HS
366
HighVista Strategies
Massachusetts
$449K -$44.7K -470 -9%
GCC
367
Game Creek Capital
Massachusetts
$449K +$458K +4,818 New
6M
368
6 Meridian
Kansas
$449K +$458K +4,822 New
AP
369
Advisor Partners
California
$448K +$45.1K +475 +10%
AIP
370
Ameritas Investment Partners
Nebraska
$433K -$18.8K -198 -4%
BFG
371
Barber Financial Group
Kansas
$425K +$31.3K +329 +8%
BA
372
Boston Advisors
Massachusetts
$411K -$44.7K -470 -10%
GG
373
Gofen & Glossberg
Illinois
$409K
RJT
374
Raymond James Trust
Florida
$407K +$1.9K +20 +0.5%
FTC
375
Farmers Trust Company
Ohio
$398K +$7.6K +80 +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.