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DTE Energy

583 hedge funds and large institutions have $13.2B invested in DTE Energy in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 203 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 45

4% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $13.3M

2% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 199

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$152M)

0% more funds holding

Funds holding: 581583 (+2)

0.25% less ownership

Funds ownership: 80.64%80.39% (-0.25%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
14.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
203
Reduced
199
Closed
45
Calls
$13.8M
Puts
$13.3M
Net Calls
+$506K
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
426
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$264K
PCM
427
Prelude Capital Management
New York
$264K +$2.96K +32 +1%
RIM
428
Rampart Investment Management
Connecticut
$264K +$16K +173 +6%
LOAME
429
Lombard Odier Asset Management (Europe)
United Kingdom
$255K
IP
430
Investment Partners
Ohio
$254K +$258K +2,785 New
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$247K +$20K +216 +9%
VWA
432
V Wealth Advisors
Kansas
$247K +$198K +2,140 +364%
WB
433
WesBanco Bank
West Virginia
$242K -$2.59K -28 -1%
CA
434
Cetera Advisors
Colorado
$241K -$16.3K -176 -6%
SC
435
Savant Capital
Illinois
$239K +$4.36K +47 +2%
QAM
436
Quantres Asset Management
Cayman Islands
$236K +$32.6K +352 +16%
YMRC
437
Yorktown Management & Research Company
Virginia
$236K +$240K +2,585 New
AIM
438
Aspen Investment Management
Michigan
$232K
SCM
439
Schnieders Capital Management
California
$232K +$14.2K +153 +6%
CG
440
Colony Group
Massachusetts
$228K +$232K +2,499 New
ZCA
441
Zeke Capital Advisors
Pennsylvania
$228K +$232K +2,499 New
RIA
442
Regal Investment Advisors
Michigan
$226K -$9.36K -101 -4%
GC
443
Grimes & Company
Massachusetts
$224K +$227K +2,452 New
ONB
444
Old National Bancorp
Indiana
$221K +$224K +2,417 New
KFC
445
Klingenstein Fields & Co
New York
$220K
EGA
446
E&G Advisors
Texas
$220K +$223K +2,409 New
GFPC
447
Global Financial Private Capital
Florida
$220K +$223K +2,411 New
TU
448
TDAM USA
Ontario, Canada
$219K
CFB
449
Cullen/Frost Bankers
Texas
$217K +$1.67K +18 +0.8%
MA
450
MCF Advisors
Kentucky
$216K

DTE Hedge Fund Activity: Q3 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2017, worth a combined $13.2B — up 1.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DTE positions and 45 closed out — a net gain of 7 holders — while 203 added to existing stakes and 199 trimmed.

The largest buyer was Capital World Investors, adding an estimated $169M. The largest seller was Fidelity Investments, cutting an estimated $68.1M.

  • 583 institutional investors held DTE Energy (DTE) as of Q3 2017, up from 581 in Q2 2017.
  • Funds reported $13.2B of DTE Energy stock for Q3 2017, up 1.2% quarter-over-quarter.
  • 52 funds opened new DTE Energy positions in Q3 2017 and 45 closed out, a net change of +7 holders.
  • The largest DTE Energy buyer in Q3 2017 was Capital World Investors, an estimated $169M added.
  • The largest DTE Energy seller in Q3 2017 was Fidelity Investments, an estimated $68.1M sold.

Based on aggregated 13F filings for Q3 2017.