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DTE Energy

571 hedge funds and large institutions have $12.1B invested in DTE Energy in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.73M

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.2B)

5% more funds holding

Funds holding: 546571 (+25)

4% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 186

0.84% more ownership

Funds ownership: 79.26%80.11% (+0.84%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
571
Holders Change
+25
Holders Change %
+4.58%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
88
Increased
193
Reduced
186
Closed
57
Calls
$17.4M
Puts
$9.73M
Net Calls
+$7.7M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
426
Integrated Investment Consultants
Michigan
$266K
CWM
427
Cranbrook Wealth Management
Michigan
$255K -$319K -3,968 -57%
AIM
428
Aspen Investment Management
Michigan
$255K
Parallax Volatility Advisers
429
Parallax Volatility Advisers
California
$252K +$207K +2,581 +599%
PAM
430
Princeton Alpha Management
New Jersey
$251K -$2.23M -27,714 -90%
APP
431
Avantax Planning Partners
Iowa
$245K +$235K +2,923 New
GBBWRPM
432
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$243K
PP
433
Prudential plc
United Kingdom
$237K +$227K +2,820 New
CA
434
Cetera Advisors
Colorado
$232K -$55.5K -690 -20%
WB
435
WesBanco Bank
West Virginia
$231K
WP
436
WealthSource Partners
California
$230K -$23.6K -294 -10%
SIC
437
SFE Investment Counsel
California
$230K
HJA
438
Hugh Johnson Advisors
New York
$226K -$53.1K -660 -20%
TA
439
Tiedemann Advisors
New York
$226K +$217K +2,700 New
KIA
440
KCM Investment Advisors
California
$221K
II
441
IFM Investors
Australia
$221K +$212K +2,633 New
RFC
442
Regions Financial Corp
Alabama
$220K +$211K +2,621 New
RIA
443
Regal Investment Advisors
Michigan
$217K -$25.1K -312 -11%
LW
444
Linscomb Wealth
Texas
$217K -$161 -2 -0.1%
CFB
445
Cullen/Frost Bankers
Texas
$217K
CONA
446
Capital One National Association
New York
$217K +$3.62K +45 +2%
AssetMark Inc
447
AssetMark Inc
California
$210K -$9K -112 -4%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$209K +$201K +2,496 New
MCWS
449
McKinley Carter Wealth Services
West Virginia
$207K -$9.73K -121 -5%
PCMM
450
Private Capital Management (Minnesota)
Minnesota
$207K

DTE Hedge Fund Activity: Q4 2016 in Review

571 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2016, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DTE positions and 57 closed out — a net gain of 31 holders — while 193 added to existing stakes and 186 trimmed.

The largest buyer was Capital World Investors, adding an estimated $262M. The largest seller was Janus Henderson Investors US, cutting an estimated $376M.

  • 571 institutional investors held DTE Energy (DTE) as of Q4 2016, up from 546 in Q3 2016.
  • Funds reported $12.1B of DTE Energy stock for Q4 2016, up 11% quarter-over-quarter.
  • 88 funds opened new DTE Energy positions in Q4 2016 and 57 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q4 2016 was Capital World Investors, an estimated $262M added.
  • The largest DTE Energy seller in Q4 2016 was Janus Henderson Investors US, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.