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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
Deutsche Bank
26
Deutsche Bank
Germany
$101M -$19.7M -207,536 -16%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$97.9M +$1.18M +12,400 +1%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$94.5M -$34.2M -359,886 -26%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$89.4M -$30.4M -320,259 -25%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$83.8M +$881K +9,272 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$80.2M +$3.2M +33,723 +4%
TA
32
Teachers Advisors
New York
$74.3M -$2.17M -22,835 -3%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.6M -$5.9M -62,126 -7%
Charles Schwab
34
Charles Schwab
California
$70.1M +$1.45M +15,277 +2%
UBS AM
35
UBS AM
Illinois
$69.4M +$443K +4,663 +0.6%
Morgan Stanley
36
Morgan Stanley
New York
$68.8M +$13.2M +139,047 +23%
Bank of America
37
Bank of America
North Carolina
$68.3M +$5.13M +53,964 +8%
Allianz Asset Management
38
Allianz Asset Management
Germany
$62.4M +$1.81M +19,059 +3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$60.8M +$1.72M +18,071 +3%
Ameriprise
40
Ameriprise
Minnesota
$59.3M -$68.8K -724 -0.1%
Wells Fargo
41
Wells Fargo
California
$56.1M +$19.1M +201,493 +50%
PPA
42
Parametric Portfolio Associates
Washington
$56M +$1.85M +19,491 +3%
Barclays
43
Barclays
United Kingdom
$55.7M -$28.8M -303,287 -34%
Millennium Management
44
Millennium Management
New York
$54.6M +$49.4M +520,069 +792%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$52.8M +$34.9M +367,668 +185%
BCM
46
Bridgeway Capital Management
Texas
$52.3M +$156K +1,645 +0.3%
Cohen & Steers
47
Cohen & Steers
New York
$52.1M +$182K +1,920 +0.3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$51.8M +$2.58M +27,181 +5%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$49.4M +$2.36M +24,804 +5%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$48.1M +$23M +241,642 +88%

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.