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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
PAM
401
Palisade Asset Management
Minnesota
$328K
MBT
402
Montecito Bank & Trust
California
$325K +$3.71K +39 +1%
CSIC
403
Clifford Swan Investment Counsel
California
$321K
GP
404
Girard Partners
Pennsylvania
$315K +$322K +3,384 New
CWM
405
Cranbrook Wealth Management
Michigan
$314K +$6.56K +69 +2%
VWA
406
V Wealth Advisors
Kansas
$309K +$59K +621 +23%
MCM
407
Murphy Capital Management
New Jersey
$305K -$14.1K -148 -4%
LS
408
Livforsakringsbolaget Skandia
Sweden
$301K -$78.1K -822 -20%
BHWM
409
Bar Harbor Wealth Management
New Hampshire
$301K
PI
410
Putnam Investments
Massachusetts
$298K -$55.9K -588 -16%
Truist Financial
411
Truist Financial
North Carolina
$295K -$5.23K -55 -2%
EGA
412
E&G Advisors
Texas
$290K +$67K +705 +29%
TSS
413
Two Sigma Securities
New York
$287K +$292K +3,077 New
BCM
414
Brookstone Capital Management
Illinois
$285K +$291K +3,059 New
AA
415
Ancora Advisors
Ohio
$278K +$64.9K +683 +30%
CF
416
Copperwynd Financial
Arizona
$278K +$283K +2,982 New
DS
417
DRW Securities
Illinois
$276K +$281K +2,961 New
OPCM
418
Osborne Partners Capital Management
California
$274K
CA
419
Cetera Advisors
Colorado
$273K +$27.8K +293 +11%
IP
420
Investment Partners
Ohio
$260K +$95 +1 +0%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$256K +$5.04K +53 +2%
DPI
422
Diversified Portfolios Inc
Michigan
$249K -$25.4K -267 -9%
WB
423
WesBanco Bank
West Virginia
$247K
SC
424
Savant Capital
Illinois
$244K
LOAME
425
Lombard Odier Asset Management (Europe)
United Kingdom
$243K -$17.5K -184 -7%

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.