We are live on ! Find out more
DTE icon

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
V
351
Veritable
Delaware
$523K -$13.7K -156 -3%
CA
352
Commerzbank Aktiengesellschaft
Germany
$520K +$305K +3,474 +146%
NAM
353
NorthCoast Asset Management
Connecticut
$513K
HAG
354
HighPoint Advisor Group
Illinois
$512K +$22.6K +258 +4%
BWA
355
BDO Wealth Advisors
Florida
$507K -$32.8K -374 -6%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$491K +$26K +296 +6%
LFG
357
LifePlan Financial Group
Ohio
$489K
MCIM
358
Meadow Creek Investment Management
Georgia
$488K +$34.6K +395 +8%
CI
359
Conning Inc
Connecticut
$481K -$17.5K -200 -4%
ACM
360
Azimuth Capital Management
Michigan
$480K -$8.77K -100 -2%
CC
361
ClearArc Capital
Ohio
$480K +$4.3K +49 +0.9%
SLAM
362
Swiss Life Asset Management
$479K -$2.89M -32,921 -86%
TSS
363
Two Sigma Securities
New York
$474K +$198K +2,258 +73%
6M
364
6 Meridian
Kansas
$470K +$41K +468 +10%
LP
365
LMR Partners
United Kingdom
$460K
CT
366
Coastline Trust
Rhode Island
$449K
EOJOAM
367
E. Ohman J:or Asset Management
Sweden
$449K
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$429K -$67.7K -772 -14%
NRS
369
Neville Rodie & Shaw
New York
$423K -$51.5K -587 -11%
BFG
370
Barber Financial Group
Kansas
$420K +$14.4K +164 +4%
SW
371
SVB Wealth
Massachusetts
$419K -$50.7K -578 -11%
Envestnet Asset Management
372
Envestnet Asset Management
Illinois
$416K -$31.4K -358 -7%
CG
373
Clinton Group
New York
$396K +$391K +4,460 New
GG
374
Gofen & Glossberg
Illinois
$391K
RJT
375
Raymond James Trust
Florida
$388K -$438 -5 -0.1%

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.