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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
KeyBank National Association
401
KeyBank National Association
Ohio
$315K -$19.5K -222 -6%
FNFDCM
402
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$314K
WJA
403
Williams Jones & Associates
New York
$313K -$9.03K -103 -3%
PAM
404
Palisade Asset Management
Minnesota
$313K
PCM
405
Prelude Capital Management
New York
$310K +$306K +3,493 New
CSIC
406
Clifford Swan Investment Counsel
California
$306K
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$305K +$302K +3,439 New
NAM
408
NTV Asset Management
West Virginia
$302K -$51.6K -588 -15%
CF
409
Copperwynd Financial
Arizona
$293K +$28.1K +321 +11%
IIC
410
Integrated Investment Consultants
Michigan
$292K +$288K +3,288 New
GAMA
411
Graticule Asia Macro Advisors
New York
$292K +$288K +3,290 New
CWM
412
Cranbrook Wealth Management
Michigan
$290K -$9.03K -103 -3%
MCM
413
Murphy Capital Management
New Jersey
$288K -$2.46K -28 -0.9%
Lido Advisors
414
Lido Advisors
California
$288K +$284K +3,244 New
LS
415
Livforsakringsbolaget Skandia
Sweden
$287K
Jane Street
416
Jane Street
New York
$285K -$843K -9,618 -75%
Truist Financial
417
Truist Financial
North Carolina
$285K +$4.74K +54 +2%
PI
418
Putnam Investments
Massachusetts
$284K
BHWM
419
Bar Harbor Wealth Management
New Hampshire
$278K -$9.29K -106 -3%
EGA
420
E&G Advisors
Texas
$277K
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
$268K -$2.9M -33,091 -92%
BA
422
Boston Advisors
Massachusetts
$267K -$124K -1,410 -32%
VI
423
Versor Investments
New York
$263K -$433K -4,935 -63%
RIS
424
Retirement Income Solutions
Michigan
$262K +$259K +2,950 New
OPCM
425
Osborne Partners Capital Management
California
$261K

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.