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DTE Energy

628 hedge funds and large institutions have $14.5B invested in DTE Energy in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 212 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.49M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $13.4B → $14.5B (+$1.13B)

5% more funds holding

Funds holding: 598628 (+30)

2.43% more ownership

Funds ownership: 83.8%86.24% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 212

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
628
Holders Change
+30
Holders Change %
+5.02%
% of All Funds
14.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
76
Increased
192
Reduced
212
Closed
40
Calls
$12.5M
Puts
$4.49M
Net Calls
+$8.01M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
Regal Investment Advisors
Michigan
$269K +$55.7K +597 +26%
AA
427
Ancora Advisors
Ohio
$268K
RFC
428
Regions Financial Corp
Alabama
$266K -$5.5K -59 -2%
BA
429
Boston Advisors
Massachusetts
$266K
JIR
430
James Investment Research
Ohio
$265K -$54.8K -588 -17%
ZIM
431
Zacks Investment Management
Illinois
$265K +$266K +2,851 New
PI
432
Putnam Investments
Massachusetts
$261K -$7.08K -76 -3%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$260K +$3.92K +42 +2%
VCM
434
Virtue Capital Management
Tennessee
$260K +$261K +2,799 New
GT
435
Greenleaf Trust
Michigan
$257K +$25.8K +277 +11%
CAM
436
Columbia Asset Management
Michigan
$254K -$81.7K -876 -24%
GP
437
Girard Partners
Pennsylvania
$253K
HS
438
HighVista Strategies
Massachusetts
$251K +$11K +118 +5%
AIM
439
Achmea Investment Management
Netherlands
$250K -$433K -4,640 -63%
HFS
440
HL Financial Services
Kentucky
$250K
WG
441
Winton Group
United Kingdom
$249K -$1.27M -13,604 -84%
DPI
442
Diversified Portfolios Inc
Michigan
$249K
MPPLM
443
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K +$83.3K +894 +50%
WB
444
WesBanco Bank
West Virginia
$245K -$1.58K -17 -0.6%
ACI
445
Alpha Cubed Investments
California
$245K +$237K +2,544 New
CWM
446
Cranbrook Wealth Management
Michigan
$241K -$62.9K -675 -21%
BCM
447
Bayesian Capital Management
New York
$239K +$240K +2,576 New
AIM
448
Aspen Investment Management
Michigan
$236K
SCM
449
Schnieders Capital Management
California
$236K
HW
450
Hancock Whitney
Mississippi
$236K +$23.8K +255 +11%

DTE Hedge Fund Activity: Q3 2018 in Review

628 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2018, worth a combined $14.5B — up 8.4% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DTE positions and 40 closed out — a net gain of 36 holders — while 192 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $259M. The largest seller was AQR Capital Management, cutting an estimated $59.7M.

  • 628 institutional investors held DTE Energy (DTE) as of Q3 2018, up from 598 in Q2 2018.
  • Funds reported $14.5B of DTE Energy stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 76 funds opened new DTE Energy positions in Q3 2018 and 40 closed out, a net change of +36 holders.
  • The largest DTE Energy buyer in Q3 2018 was Capital World Investors, an estimated $259M added.
  • The largest DTE Energy seller in Q3 2018 was AQR Capital Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q3 2018.