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DTE Energy

581 hedge funds and large institutions have $13.1B invested in DTE Energy in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 200 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

4% more funds holding

Funds holding: 561581 (+20)

4% more capital invested

Capital invested by funds: $12.5B → $13.1B (+$561M)

0.66% more ownership

Funds ownership: 79.98%80.64% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 200

41% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $17.7M

Holders
581
Holders Change
+20
Holders Change %
+3.57%
% of All Funds
14.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
67
Increased
189
Reduced
200
Closed
39
Calls
$10.5M
Puts
$17.7M
Net Calls
-$7.22M
Net Calls Change
-$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CCS
501
Crosspoint Capital Strategies
California
$63K
YWP
502
YorkBridge Wealth Partners
New York
$63K
AIM
503
Acrospire Investment Management
Illinois
$63K +$53.2K +587 +497%
BTIS
504
BB&T Investment Services
North Carolina
$62K +$272 +3 +0.4%
EWM
505
Evercore Wealth Management
New York
$62K +$26.5K +293 +74%
HI
506
Hudock Inc
Pennsylvania
$56K +$362 +4 +0.6%
OC
507
Oakworth Capital
Alabama
$53K
VWA
508
V Wealth Advisors
Kansas
$53K +$53.3K +588 New
LCM
509
Liberty Capital Management
Michigan
$50K +$10.7K +118 +27%
NA
510
NewEdge Advisors
Louisiana
$48.4K +$49.1K +542 New
AF
511
Arrow Financial
New York
$44K
GLI
512
Guardian Life Insurance
New York
$43K -$30.9K -341 -42%
MIC
513
MU Investments Company
Japan
$43K -$9.6K -106 -18%
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$39K -$10.9K -120 -22%
IUHSA
515
Itau Unibanco Holding S.A.
Brazil
$37K -$7.52K -83 -17%
RCG
516
Ruggie Capital Group
Florida
$36K
HCC
517
Hirtle Callaghan & Co
Pennsylvania
$32K -$7.61K -84 -19%
BRC
518
Bell Rock Capital
Delaware
$32K +$32K +353 New
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$31K -$638K -7,041 -95%
CIA
520
ClearBridge Investments (Australia)
Australia
$31K -$9.42K -104 -24%
AA
521
AlphaMark Advisors
Kentucky
$31K +$272 +3 +0.9%
ATC
522
Adirondack Trust Company
New York
$30K +$1.63K +18 +6%
LNB
523
Ledyard National Bank
$29K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$29K +$2.99K +33 +11%
CIA
525
Cascade Investment Advisors
Oregon
$28.6K

DTE Hedge Fund Activity: Q2 2017 in Review

581 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2017, worth a combined $13.1B — up 4.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DTE positions and 39 closed out — a net gain of 28 holders — while 189 added to existing stakes and 200 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $173M. The largest seller was Morgan Stanley, cutting an estimated $32.7M.

  • 581 institutional investors held DTE Energy (DTE) as of Q2 2017, up from 561 in Q1 2017.
  • Funds reported $13.1B of DTE Energy stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 67 funds opened new DTE Energy positions in Q2 2017 and 39 closed out, a net change of +28 holders.
  • The largest DTE Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $173M added.
  • The largest DTE Energy seller in Q2 2017 was Morgan Stanley, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2017.