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DTE Energy

583 hedge funds and large institutions have $13.2B invested in DTE Energy in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 203 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 45

4% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $13.3M

2% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 199

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$152M)

0% more funds holding

Funds holding: 581583 (+2)

0.25% less ownership

Funds ownership: 80.64%80.39% (-0.25%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
14.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
203
Reduced
199
Closed
45
Calls
$13.8M
Puts
$13.3M
Net Calls
+$506K
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
476
Advantage Investment Management
Iowa
$143K +$2.96K +32 +2%
SLF
477
Sun Life Financial
Ontario, Canada
$142K +$1.39K +15 +1%
WT
478
Whittier Trust
California
$136K
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$131K +$13.8K +149 +12%
TAM
480
Tiverton Asset Management
Delaware
$125K +$126K +1,364 New
PCFFS
481
Pacific Center for Financial Services
California
$121K
Bessemer Group
482
Bessemer Group
New Jersey
$115K -$5.29M -57,082 -98%
FIM
483
Foresters Investment Management
New York
$115K
ARMT
484
Amica Retiree Medical Trust
Rhode Island
$114K
LPIC
485
LeJeune Puetz Investment Counsel
Michigan
$113K -$16.8K -181 -13%
MCM
486
Manchester Capital Management
Vermont
$112K
SMG
487
Spectrum Management Group
Indiana
$111K +$112K +1,210 New
HSA
488
Hussman Strategic Advisors
Maryland
$107K
CJA
489
C-J Advisory
California
$101K
CFA
490
Carroll Financial Associates
North Carolina
$96K
RFM
491
Royal Fund Management
Florida
$94K
PA
492
Parallel Advisors
California
$88K +$2.22K +24 +3%
QT
493
Quantbot Technologies
New York
$82K -$1.67M -18,071 -95%
HR
494
Howe & Rusling
New York
$71K -$28.8K -311 -29%
VCM
495
Versant Capital Management
Arizona
$69K
ClearBridge Investments
496
ClearBridge Investments
New York
$66K
CCS
497
Crosspoint Capital Strategies
California
$64K
YWP
498
YorkBridge Wealth Partners
New York
$64K
BTIS
499
BB&T Investment Services
North Carolina
$63K +$93 +1 +0.1%
HI
500
Hudock Inc
Pennsylvania
$57K +$278 +3 +0.5%

DTE Hedge Fund Activity: Q3 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2017, worth a combined $13.2B — up 1.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DTE positions and 45 closed out — a net gain of 7 holders — while 203 added to existing stakes and 199 trimmed.

The largest buyer was Capital World Investors, adding an estimated $169M. The largest seller was Fidelity Investments, cutting an estimated $68.1M.

  • 583 institutional investors held DTE Energy (DTE) as of Q3 2017, up from 581 in Q2 2017.
  • Funds reported $13.2B of DTE Energy stock for Q3 2017, up 1.2% quarter-over-quarter.
  • 52 funds opened new DTE Energy positions in Q3 2017 and 45 closed out, a net change of +7 holders.
  • The largest DTE Energy buyer in Q3 2017 was Capital World Investors, an estimated $169M added.
  • The largest DTE Energy seller in Q3 2017 was Fidelity Investments, an estimated $68.1M sold.

Based on aggregated 13F filings for Q3 2017.