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DTE Energy

688 hedge funds and large institutions have $18.2B invested in DTE Energy in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 52

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

37% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $8.39M

32% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 194

6% more funds holding

Funds holding: 647688 (+41)

3% more capital invested

Capital invested by funds: $17.7B → $18.2B (+$459M)

0.21% more ownership

Funds ownership: 85.41%85.62% (+0.21%)

Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
13.56%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
107
Increased
257
Reduced
194
Closed
52
Calls
$11.5M
Puts
$8.39M
Net Calls
+$3.13M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Acorn Wealth Advisors
Michigan
$476K
CC
402
Chicago Capital
Illinois
$473K -$31.2K -289 -6%
PIA
403
Piedmont Investment Advisors
North Carolina
$469K +$95.8K +888 +26%
JCM
404
Jacobi Capital Management
Pennsylvania
$468K +$2.7K +25 +0.6%
WSC
405
Wellington Shields & Co
New York
$464K +$452K +4,194 New
OAM
406
Oxford Asset Management
United Kingdom
$457K +$446K +4,134 New
BF
407
BOK Financial
Oklahoma
$451K +$177K +1,638 +67%
WJWM
408
Williams Jones Wealth Management
New York
$450K
AG
409
AlphaSimPlex Group
Massachusetts
$440K
CI
410
Conning Inc
Connecticut
$436K -$17.6K -163 -4%
GH
411
GAM Holding
Switzerland
$432K +$422K +3,910 New
RFC
412
Regions Financial Corp
Alabama
$428K -$647 -6 -0.2%
DSC
413
Duncker Streett & Co
Missouri
$428K
KeyBank National Association
414
KeyBank National Association
Ohio
$426K -$30.7K -285 -7%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$425K +$108 +1 +0%
ATWA
416
Arbor Trust Wealth Advisors
Michigan
$422K +$409K +3,793 New
CC
417
Cognios Capital
Kansas
$421K +$5.39K +50 +1%
AIP
418
Ameritas Investment Partners
Nebraska
$416K +$14.9K +138 +4%
AFAS
419
Acorn Financial Advisory Services
Virginia
$415K +$404K +3,749 New
SW
420
SVB Wealth
Massachusetts
$411K +$8.63K +80 +2%
EH
421
Equitable Holdings
New York
$409K +$399K +3,700 New
TSS
422
Two Sigma Securities
New York
$403K -$97.8K -907 -20%
IC
423
Inscription Capital
Texas
$393K
FNBSF
424
First National Bank Sioux Falls
South Dakota
$391K
FNFDCM
425
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$391K

DTE Hedge Fund Activity: Q4 2019 in Review

688 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2019, worth a combined $18.2B — up 2.6% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DTE positions and 52 closed out — a net gain of 55 holders — while 257 added to existing stakes and 194 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $202M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $92.3M sold.

  • 688 institutional investors held DTE Energy (DTE) as of Q4 2019, up from 647 in Q3 2019.
  • Funds reported $18.2B of DTE Energy stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 107 funds opened new DTE Energy positions in Q4 2019 and 52 closed out, a net change of +55 holders.
  • The largest DTE Energy buyer in Q4 2019 was Citadel Advisors, an estimated $202M added.
  • The largest DTE Energy seller in Q4 2019 was Renaissance Technologies, an estimated $92.3M sold.

Based on aggregated 13F filings for Q4 2019.