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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
BTIS
476
BB&T Investment Services
North Carolina
$121K +$35K +368 +53%
ARMT
477
Amica Retiree Medical Trust
Rhode Island
$116K
LPIC
478
LeJeune Puetz Investment Counsel
Michigan
$115K
MCM
479
Manchester Capital Management
Vermont
$114K
Bessemer Group
480
Bessemer Group
New Jersey
$111K -$6.65K -70 -6%
HSA
481
Hussman Strategic Advisors
Maryland
$109K
CJA
482
C-J Advisory
California
$103K
CFA
483
Carroll Financial Associates
North Carolina
$98K
RFM
484
Royal Fund Management
Florida
$96K
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K -$75.6K -796 -44%
MCM
486
Mainstay Capital Management
Michigan
$93K +$94.7K +996 New
SWP
487
Stratos Wealth Partners
Ohio
$91K +$92.6K +974 New
VFA
488
Valeo Financial Advisors
Indiana
$89K +$46.5K +489 +105%
PA
489
Parallel Advisors
California
$84K
VCM
490
Versant Capital Management
Arizona
$83K +$12.6K +133 +17%
GI
491
Gradient Investments
Minnesota
$82K +$83.4K +878 New
OIA
492
OneDigital Investment Advisors
Kansas
$77K +$55.9K +588 +250%
HR
493
Howe & Rusling
New York
$73K +$1.24K +13 +2%
TRCT
494
Tower Research Capital (TRC)
New York
$72K +$22.5K +237 +44%
CAC
495
Certified Advisory Corp
Florida
$71K +$72.7K +765 New
JCM
496
Jacobi Capital Management
Pennsylvania
$70K +$44.5K +468 +158%
ClearBridge Investments
497
ClearBridge Investments
New York
$67K -$285 -3 -0.4%
GLI
498
Guardian Life Insurance
New York
$63K +$19.3K +203 +42%
YWP
499
YorkBridge Wealth Partners
New York
$61K
OC
500
Oakworth Capital
Alabama
$58K

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.