We are live on ! Find out more
DTE icon

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
SC
451
Savant Capital
Illinois
$206K +$197K +2,456 New
GWM
452
Geneos Wealth Management
Colorado
$203K -$20.1K -250 -9%
LWIC
453
Leith Wheeler Investment Counsel
British Columbia, Canada
$203K +$86.4K +1,075 New
GI
454
Gradient Investments
Minnesota
$202K +$33.4K +416 +21%
KFC
455
Klingenstein Fields & Co
New York
$202K +$194K +2,409 New
TU
456
TDAM USA
Ontario, Canada
$201K +$193K +2,401 New
MA
457
MCF Advisors
Kentucky
$198K
AA
458
Ancora Advisors
Ohio
$182K +$175K +2,174 New
WB
459
Webster Bank
Connecticut
$182K +$175K +2,176 New
SC
460
SRB Corp
Massachusetts
$180K +$8.12K +101 +5%
DAM
461
Delta Asset Management
Tennessee
$176K
EWM
462
Endurance Wealth Management
Rhode Island
$168K
BC
463
Bartlett & Co
Ohio
$160K
AIM
464
Advantage Investment Management
Iowa
$153K +$482 +6 +0.3%
HR
465
Howe & Rusling
New York
$149K -$20.8K -259 -13%
HRC
466
Hoertkorn Richard Charles
$148K
TWA
467
TCI Wealth Advisors
Arizona
$146K
FNBT
468
FineMark National Bank & Trust
Florida
$137K
VanEck Associates
469
VanEck Associates
New York
$129K +$24.6K +306 +25%
VIA
470
Vantage Investment Advisors
Pennsylvania
$128K +$965 +12 +0.8%
Fuller & Thaler Asset Management
471
Fuller & Thaler Asset Management
California
$128K +$123K +1,528 New
WT
472
Whittier Trust
California
$124K
LPIC
473
LeJeune Puetz Investment Counsel
Michigan
$119K +$114K +1,418 New
KT
474
Kanaly Trust
Texas
$112K
PCFFS
475
Pacific Center for Financial Services
California
$111K +$107K +1,329 New

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.