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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
EWM
451
Endurance Wealth Management
Rhode Island
$174K
BC
452
Bartlett & Co
Ohio
$166K
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$163K -$149K -1,763 -48%
VanEck Associates
454
VanEck Associates
New York
$158K +$23.5K +278 +18%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K +$106K +1,256 +226%
HRC
456
Hoertkorn Richard Charles
$153K
TWA
457
TCI Wealth Advisors
Arizona
$152K
VIA
458
Vantage Investment Advisors
Pennsylvania
$134K +$1.02K +12 +0.8%
AIM
459
Advantage Investment Management
Iowa
$133K -$24.6K -291 -16%
WT
460
Whittier Trust
California
$131K +$1.44K +17 +1%
LPIC
461
LeJeune Puetz Investment Counsel
Michigan
$123K
NFG
462
Next Financial Group
Texas
$115K -$317K -3,741 -74%
PCFFS
463
Pacific Center for Financial Services
California
$115K
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$112K -$179K -2,109 -62%
DADC
465
D.A. Davidson & Co
Montana
$112K
ARMT
466
Amica Retiree Medical Trust
Rhode Island
$108K
GI
467
Gradient Investments
Minnesota
$107K -$99.9K -1,180 -49%
MCM
468
Manchester Capital Management
Vermont
$107K
HSA
469
Hussman Strategic Advisors
Maryland
$102K
CJA
470
C-J Advisory
California
$96K
WAM
471
Wolverine Asset Management
Illinois
$95K -$218K -2,578 -70%
HR
472
Howe & Rusling
New York
$94K -$59.1K -698 -39%
CFA
473
Carroll Financial Associates
North Carolina
$91K
RFM
474
Royal Fund Management
Florida
$89K +$1.95K +23 +2%
PA
475
Parallel Advisors
California
$78K +$19K +224 +34%

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.