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DTE Energy

561 hedge funds and large institutions have $12.5B invested in DTE Energy in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $12.1B → $12.5B (+$423M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.13% less ownership

Funds ownership: 80.11%79.98% (-0.13%)

0% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $6.89M

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

7% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 207

2% less funds holding

Funds holding: 571561 (-10)

Holders
561
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
13.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
192
Reduced
207
Closed
51
Calls
$6.86M
Puts
$6.89M
Net Calls
-$33K
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
SFE Investment Counsel
California
$239K
WB
427
WesBanco Bank
West Virginia
$237K -$2.96K -35 -1%
HJA
428
Hugh Johnson Advisors
New York
$233K -$1.35K -16 -0.6%
CONA
429
Capital One National Association
New York
$230K +$5.08K +60 +2%
TA
430
Tiedemann Advisors
New York
$229K -$5.17K -61 -2%
KIA
431
KCM Investment Advisors
California
$229K
RIA
432
Regal Investment Advisors
Michigan
$226K +$678 +8 +0.3%
FB
433
Fulton Bank
Pennsylvania
$223K +$218K +2,572 New
CA
434
Cetera Advisors
Colorado
$218K -$19.9K -235 -9%
AssetMark Inc
435
AssetMark Inc
California
$218K
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$216K -$1.35K -16 -0.6%
GWM
437
Geneos Wealth Management
Colorado
$216K +$5.08K +60 +2%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$215K
SC
439
Savant Capital
Illinois
$213K
VFA
440
Voya Financial Advisors
Connecticut
$211K +$206K +2,432 New
KFC
441
Klingenstein Fields & Co
New York
$209K
TU
442
TDAM USA
Ontario, Canada
$209K
SCM
443
Schnieders Capital Management
California
$207K +$202K +2,385 New
RMDI
444
R.M. Davis Inc
Maine
$206K +$200K +2,366 New
CFB
445
Cullen/Frost Bankers
Texas
$205K -$19.9K -235 -9%
MA
446
MCF Advisors
Kentucky
$205K
FMW
447
Farr Miller & Washington
District of Columbia
$204K +$199K +2,350 New
SS
448
Sunbelt Securities
Texas
$204K +$199K +2,350 New
WB
449
Webster Bank
Connecticut
$189K
DAM
450
Delta Asset Management
Tennessee
$183K

DTE Hedge Fund Activity: Q1 2017 in Review

561 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2017, worth a combined $12.5B — up 3.5% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of DTE and 50 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 192 added.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Ameriprise, cutting an estimated $131M.

  • 561 institutional investors held DTE Energy (DTE) as of Q1 2017, down from 571 in Q4 2016.
  • Funds reported $12.5B of DTE Energy stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 50 funds opened new DTE Energy positions in Q1 2017 and 51 closed out, a net change of -1 holder.
  • The largest DTE Energy buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest DTE Energy seller in Q1 2017 was Ameriprise, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2017.