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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
VIA
476
Vantage Investment Advisors
Pennsylvania
$141K +$1.14K +13 +0.8%
WT
477
Whittier Trust
California
$132K
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$125K -$1.87M -21,359 -94%
DWM
479
Destination Wealth Management
California
$125K +$124K +1,410 New
VCM
480
Virtue Capital Management
Tennessee
$123K +$123K +1,399 New
SWM
481
SeaCrest Wealth Management
New York
$121K -$9.91K -113 -8%
APA
482
American Portfolios Advisors
New York
$120K -$47.7K -544 -29%
PCFFS
483
Pacific Center for Financial Services
California
$118K
JCM
484
Jacobi Capital Management
Pennsylvania
$112K +$44.1K +503 +66%
ARMT
485
Amica Retiree Medical Trust
Rhode Island
$111K
LPIC
486
LeJeune Puetz Investment Counsel
Michigan
$110K
MCM
487
Manchester Capital Management
Vermont
$109K
Bessemer Group
488
Bessemer Group
New Jersey
$106K
HSA
489
Hussman Strategic Advisors
Maryland
$104K
RWP
490
RWA Wealth Partners
Massachusetts
$99K +$97.8K +1,115 New
CJA
491
C-J Advisory
California
$98K
PA
492
Parallel Advisors
California
$98K +$17.1K +195 +22%
SF
493
Synovus Financial
Georgia
$89K +$87.9K +1,003 New
JFGIW
494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K -$2.02K -23 -2%
NIT
495
NumerixS Investment Technologies
British Columbia, Canada
$88K +$86.9K +991 New
VFA
496
Valeo Financial Advisors
Indiana
$86K +$789 +9 +0.9%
SWP
497
Stratos Wealth Partners
Ohio
$82K -$4.03K -46 -5%
TAM
498
Tiverton Asset Management
Delaware
$81K -$38.1K -434 -32%
RFM
499
Royal Fund Management
Florida
$81K -$9.82K -112 -11%
MCM
500
Mainstay Capital Management
Michigan
$78K -$10.3K -117 -12%

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.