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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
OMCS
376
Old Mutual Customised Solutions
South Africa
$394K
DSC
377
Duncker Streett & Co
Missouri
$393K
ECM
378
Everence Capital Management
Indiana
$392K -$260K -2,737 -39%
BA
379
BKS Advisors
Michigan
$391K -$20K -210 -5%
WSC
380
Wellington Shields & Co
New York
$391K +$7.7K +81 +2%
APP
381
Avantax Planning Partners
Iowa
$386K -$31.8K -335 -7%
QAM
382
Quantres Asset Management
Cayman Islands
$383K +$145K +1,528 +59%
NAM
383
NTV Asset Management
West Virginia
$371K
PP
384
Paloma Partners
Connecticut
$370K -$47.4K -499 -11%
FB
385
Fulton Bank
Pennsylvania
$370K +$32.9K +346 +10%
FNBSF
386
First National Bank Sioux Falls
South Dakota
$366K -$10.1K -106 -3%
MCM
387
MAI Capital Management
Ohio
$364K -$13.7K -144 -4%
JMPWA
388
JP Morgan Private Wealth Advisors
California
$363K -$55.1K -580 -13%
SB
389
Suntrust Banks
Georgia
$362K -$107K -1,121 -22%
KI
390
Koch Industries
Kansas
$358K +$365K +3,846 New
SBIA
391
Sheaff Brock Investment Advisors
Indiana
$356K -$170K -1,784 -32%
ASN
392
Advisory Services Network
Georgia
$354K +$67K +705 +23%
KeyBank National Association
393
KeyBank National Association
Ohio
$350K -$139K -1,461 -28%
FI
394
FormulaFolio Investments
Michigan
$349K -$352K -3,703 -50%
BF
395
BOK Financial
Oklahoma
$349K +$21K +221 +6%
EFS
396
Essex Financial Services
Connecticut
$348K +$95 +1 +0%
MBT
397
Monroe Bank & Trust
Michigan
$347K
WJA
398
Williams Jones & Associates
New York
$338K +$9.79K +103 +3%
CAM
399
Columbia Asset Management
Michigan
$335K +$475 +5 +0.1%
FNFDCM
400
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$330K

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.