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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$106M +$929K +10,597 +0.9%
Deutsche Bank
27
Deutsche Bank
Germany
$104M +$7.38M +84,144 +8%
JP Morgan Chase
28
JP Morgan Chase
New York
$93.5M -$3.95M -45,102 -4%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$88.9M -$4.39M -50,021 -5%
Barclays
30
Barclays
United Kingdom
$88.8M +$35.1M +400,716 +67%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$83.8M -$6.22M -70,988 -7%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$82.7M +$2.73M +31,174 +3%
UBS AM
33
UBS AM
Illinois
$74.1M +$7.73M +88,142 +12%
TA
34
Teachers Advisors
New York
$70.1M -$798K -9,104 -1%
Charles Schwab
35
Charles Schwab
California
$69.6M +$2.71M +30,880 +4%
Swiss National Bank
36
Swiss National Bank
Switzerland
$68.5M -$7.89M -90,005 -10%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.1M -$172K -1,956 -0.3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$63.4M +$5.31M +60,516 +9%
Morgan Stanley
39
Morgan Stanley
New York
$62.3M -$3.27M -37,263 -5%
Cohen & Steers
40
Cohen & Steers
New York
$61.2M +$11.3M +128,608 +23%
PPA
41
Parametric Portfolio Associates
Washington
$54.8M +$1.39M +15,800 +3%
Wells Fargo
42
Wells Fargo
California
$54.6M +$1.1M +12,512 +2%
Allianz Asset Management
43
Allianz Asset Management
Germany
$54.5M -$4.94M -56,310 -8%
Ameriprise
44
Ameriprise
Minnesota
$53.7M -$2.89M -32,989 -5%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$49.8M +$2.7M +30,840 +6%
GC
46
Guggenheim Capital
Illinois
$49.6M +$5.15M +58,754 +12%
Bank of America
47
Bank of America
North Carolina
$46.7M -$18.2M -207,305 -28%
Newport Trust Company
48
Newport Trust Company
District of Columbia
$46M +$45.4M +517,429 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$45.2M +$12.2M +139,571 +38%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$43.7M -$95K -1,083 -0.2%

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.