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DTE Energy

561 hedge funds and large institutions have $12.5B invested in DTE Energy in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $12.1B → $12.5B (+$423M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.13% less ownership

Funds ownership: 80.11%79.98% (-0.13%)

0% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $6.89M

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

7% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 207

2% less funds holding

Funds holding: 571561 (-10)

Holders
561
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
13.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
192
Reduced
207
Closed
51
Calls
$6.86M
Puts
$6.89M
Net Calls
-$33K
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
476
Guardian Life Insurance
New York
$71K +$508 +6 +0.7%
VCM
477
Versant Capital Management
Arizona
$66K
ClearBridge Investments
478
ClearBridge Investments
New York
$63K -$1.19K -14 -2%
YWP
479
YorkBridge Wealth Partners
New York
$63K +$29.8K +352 +100%
CCS
480
Crosspoint Capital Strategies
California
$61K
BTIS
481
BB&T Investment Services
North Carolina
$59K +$9.99K +118 +21%
SF
482
Synovus Financial
Georgia
$57K
HI
483
Hudock Inc
Pennsylvania
$54K +$169 +2 +0.3%
WTB
484
Washington Trust Bank
Washington
$52K +$49.4K +583 +3,068%
MIC
485
MU Investments Company
Japan
$51K -$7.96K -94 -14%
OC
486
Oakworth Capital
Alabama
$51K
RIM
487
Rampart Investment Management
Connecticut
$50K +$49K +579 New
WAM
488
Wealthspire Advisors (Maryland)
Maryland
$48K +$3.3K +39 +8%
IUHSA
489
Itau Unibanco Holding S.A.
Brazil
$43K -$35.8K -423 -46%
BIG
490
Bellwether Investment Group
Tennessee
$43K
AF
491
Arrow Financial
New York
$42K
LCM
492
Liberty Capital Management
Michigan
$39K
CIA
493
ClearBridge Investments (Australia)
Australia
$39K +$18K +212 +94%
HCC
494
Hirtle Callaghan & Co
Pennsylvania
$38K
RCG
495
Ruggie Capital Group
Florida
$35K +$33.6K +397 New
CFA
496
CT Financial Advisors
Pennsylvania
$34.4K
EWM
497
Evercore Wealth Management
New York
$34K -$3.56K -42 -10%
TCA
498
Tortoise Capital Advisors
Kansas
$31K +$14.8K +175 +94%
AA
499
AlphaMark Advisors
Kentucky
$30K +$29.1K +344 New
LNB
500
Ledyard National Bank
$28K

DTE Hedge Fund Activity: Q1 2017 in Review

561 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2017, worth a combined $12.5B — up 3.5% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of DTE and 50 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 192 added.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Ameriprise, cutting an estimated $131M.

  • 561 institutional investors held DTE Energy (DTE) as of Q1 2017, down from 571 in Q4 2016.
  • Funds reported $12.5B of DTE Energy stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 50 funds opened new DTE Energy positions in Q1 2017 and 51 closed out, a net change of -1 holder.
  • The largest DTE Energy buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest DTE Energy seller in Q1 2017 was Ameriprise, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2017.