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DTE Energy

612 hedge funds and large institutions have $13.4B invested in DTE Energy in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

30% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $14.2M

5% more funds holding

Funds holding: 583612 (+29)

2% more capital invested

Capital invested by funds: $13.2B → $13.4B (+$207M)

1% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 200

0.09% more ownership

Funds ownership: 80.39%80.48% (+0.09%)

Holders
612
Holders Change
+29
Holders Change %
+4.97%
% of All Funds
13.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
86
Increased
201
Reduced
200
Closed
54
Calls
$18.5M
Puts
$14.2M
Net Calls
+$4.24M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
451
Webster Bank
Connecticut
$203K
TH
452
TCTC Holdings
Texas
$202K +$206K +2,170 New
BTS
453
BB&T Securities
Virginia
$202K +$206K +2,171 New
THWM
454
Taylor Hoffman Wealth Management
Virginia
$201K +$205K +2,158 New
CONA
455
Capital One National Association
New York
$201K +$206K +2,167 New
IUHSA
456
Itau Unibanco Holding S.A.
Brazil
$197K -$179K -1,885 -47%
GWM
457
Geneos Wealth Management
Colorado
$196K +$2.09K +22 +1%
LWA
458
Lenox Wealth Advisors
New York
$190K +$193K +2,036 New
EWM
459
Endurance Wealth Management
Rhode Island
$187K
DAM
460
Delta Asset Management
Tennessee
$185K
BC
461
Bartlett & Co
Ohio
$178K
APA
462
American Portfolios Advisors
New York
$176K +$180K +1,892 New
RFC
463
Regions Financial Corp
Alabama
$168K +$171K +1,800 New
HRC
464
Hoertkorn Richard Charles
$164K
FWM
465
Focused Wealth Management
New York
$164K +$168K +1,763 New
TWA
466
TCI Wealth Advisors
Arizona
$163K
MPPLM
467
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$157K +$160K +1,683 New
VIA
468
Vantage Investment Advisors
Pennsylvania
$147K +$1.14K +12 +0.8%
AIM
469
Advantage Investment Management
Iowa
$146K +$475 +5 +0.3%
PI
470
PineBridge Investments
New York
$145K -$10.5K -111 -7%
WT
471
Whittier Trust
California
$138K
SWM
472
SeaCrest Wealth Management
New York
$138K +$140K +1,478 New
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$127K -$7.22K -76 -5%
TAM
474
Tiverton Asset Management
Delaware
$126K -$1.24K -13 -1%
PCFFS
475
Pacific Center for Financial Services
California
$124K

DTE Hedge Fund Activity: Q4 2017 in Review

612 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2017, worth a combined $13.4B — up 1.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new DTE positions and 54 closed out — a net gain of 32 holders — while 201 added to existing stakes and 200 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $160M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 612 institutional investors held DTE Energy (DTE) as of Q4 2017, up from 583 in Q3 2017.
  • Funds reported $13.4B of DTE Energy stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 86 funds opened new DTE Energy positions in Q4 2017 and 54 closed out, a net change of +32 holders.
  • The largest DTE Energy buyer in Q4 2017 was Boston Partners, an estimated $160M added.
  • The largest DTE Energy seller in Q4 2017 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2017.