We are live on ! Find out more
DTE icon

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
CIA
501
Cascade Investment Advisors
Oregon
$27.6K -$7.45K -88 -22%
ATC
502
Adirondack Trust Company
New York
$27K
BCMIO
503
Beacon Capital Management Inc (Ohio)
Ohio
$27K
WA
504
WFG Advisors
Texas
$27K +$254 +3 +1%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$25K -$249K -2,937 -91%
FPB
506
First PREMIER Bank
South Dakota
$23K
PWM
507
Perigon Wealth Management
California
$23K
WOC
508
West Oak Capital
California
$23K
MWM
509
Mascoma Wealth Management
New Hampshire
$22K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
HCM
511
Highlander Capital Management
New Jersey
$20K
JFA
512
JNBA Financial Advisors
Minnesota
$20K
M
513
MOTCO
Texas
$20K
TIM
514
Tortoise Investment Management
New York
$20K
GAM
515
Gemmer Asset Management
California
$18K
MI
516
Markston International
New York
$16K
WPA
517
West Paces Advisors
Georgia
$15.6K
SSB
518
Sandy Spring Bank
Maryland
$15K
CFD
519
Creative Financial Designs
Indiana
$14K
MWM
520
MinichMacGregor Wealth Management
New York
$14K
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$14K +$85 +1 +0.6%
GRP
522
Global Retirement Partners
California
$13K -$1.61K -19 -11%
DBT
523
Dubuque Bank & Trust
Iowa
$13K
AIM
524
Assured Investment Management
New York
$11K -$762K -8,997 -99%
FANJ
525
Financial Architects (New Jersey)
New Jersey
$11K -$6.1K -72 -37%

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.