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DTE Energy

611 hedge funds and large institutions have $13.4B invested in DTE Energy in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 187 increasing their positions, 203 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $9.72M | Put options by funds: $5.12M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 80.48%83.77% (+3.3%)

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

0% less funds holding

Funds holding: 612611 (-1)

1% less capital invested

Capital invested by funds: $13.4B → $13.4B (-$82.9M)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 203

Holders
611
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
75
Increased
187
Reduced
203
Closed
69
Calls
$9.72M
Puts
$5.12M
Net Calls
+$4.6M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
TU
451
TDAM USA
Ontario, Canada
$213K
MA
452
MCF Advisors
Kentucky
$210K
FMW
453
Farr Miller & Washington
District of Columbia
$209K
SIC
454
SFE Investment Counsel
California
$209K
HFS
455
HL Financial Services
Kentucky
$208K +$205K +2,341 New
RCAG
456
Rehmann Capital Advisory Group
Michigan
$205K -$3.95K -45 -2%
HW
457
Hancock Whitney
Mississippi
$204K +$263 +3 +0.1%
LFAS
458
Level Four Advisory Services
Texas
$203K +$200K +2,282 New
RIM
459
Rampart Investment Management
Connecticut
$200K -$27.3K -311 -12%
WB
460
Webster Bank
Connecticut
$193K
THWM
461
Taylor Hoffman Wealth Management
Virginia
$192K
GWM
462
Geneos Wealth Management
Colorado
$187K +$263 +3 +0.1%
PWAG
463
Polaris Wealth Advisory Group
California
$184K +$182K +2,073 New
APP
464
Avantax Planning Partners
Iowa
$183K -$184K -2,093 -50%
MCWS
465
McKinley Carter Wealth Services
West Virginia
$179K +$177K +2,019 New
EWM
466
Endurance Wealth Management
Rhode Island
$178K
DAM
467
Delta Asset Management
Tennessee
$176K
BCWM
468
Bartlett & Co Wealth Management
Ohio
$172K +$168K +1,914 New
BC
469
Bartlett & Co
Ohio
$170K
EDRH
470
Edmond de Rothschild Holding
Switzerland
$169K +$167K +1,900 New
HRC
471
Hoertkorn Richard Charles
$157K
TWA
472
TCI Wealth Advisors
Arizona
$155K
AIM
473
Advantage Investment Management
Iowa
$155K +$15K +171 +11%
MPPLM
474
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$153K +$3.6K +41 +2%
TRCT
475
Tower Research Capital (TRC)
New York
$144K +$74.4K +848 +109%

DTE Hedge Fund Activity: Q1 2018 in Review

611 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2018, worth a combined $13.4B — down 0.62% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new DTE positions and 69 closed out — a net gain of 6 holders — while 187 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was AQR Capital Management, cutting an estimated $116M.

  • 611 institutional investors held DTE Energy (DTE) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $13.4B of DTE Energy stock for Q1 2018, down 0.62% quarter-over-quarter.
  • 75 funds opened new DTE Energy positions in Q1 2018 and 69 closed out, a net change of +6 holders.
  • The largest DTE Energy buyer in Q1 2018 was T. Rowe Price Associates, an estimated $274M added.
  • The largest DTE Energy seller in Q1 2018 was AQR Capital Management, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2018.