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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
TA
451
Tiedemann Advisors
New York
$215K -$67.8K -732 -21%
FMW
452
Farr Miller & Washington
District of Columbia
$215K
SIC
453
SFE Investment Counsel
California
$215K
RCAG
454
Rehmann Capital Advisory Group
Michigan
$214K +$217K +2,343 New
AA
455
Ancora Advisors
Ohio
$210K +$213K +2,303 New
CIA
456
Choate Investment Advisors
Massachusetts
$210K
HW
457
Hancock Whitney
Mississippi
$207K
TC
458
Telemus Capital
Michigan
$206K -$828K -8,936 -80%
EDRH
459
Edmond de Rothschild Holding
Switzerland
$204K +$207K +2,229 New
CC
460
Cognios Capital
Kansas
$203K +$206K +2,224 New
VI
461
Versor Investments
New York
$201K +$204K +2,202 New
PAG
462
Pinnacle Advisory Group
Maryland
$200K +$203K +2,191 New
WB
463
Webster Bank
Connecticut
$199K
CIA
464
ClearBridge Investments (Australia)
Australia
$191K +$162K +1,752 +525%
GWM
465
Geneos Wealth Management
Colorado
$190K +$93 +1 +0%
EWM
466
Endurance Wealth Management
Rhode Island
$183K
DAM
467
Delta Asset Management
Tennessee
$181K
BC
468
Bartlett & Co
Ohio
$175K
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K
HRC
470
Hoertkorn Richard Charles
$161K
TWA
471
TCI Wealth Advisors
Arizona
$160K
NIPH
472
NN Investment Partners Holdings
Netherlands
$154K -$902K -9,731 -85%
PI
473
PineBridge Investments
New York
$153K -$11.2K -121 -7%
TCA
474
Tortoise Capital Advisors
Kansas
$148K +$3.8K +41 +3%
VIA
475
Vantage Investment Advisors
Pennsylvania
$143K +$927 +10 +0.6%

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.