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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
OC
501
Oakworth Capital
Alabama
$56K
CMBA
502
C.M. Bidwell & Associates
Hawaii
$54K -$1.95M -21,032 -97%
LCM
503
Liberty Capital Management
Michigan
$54K
HCA
504
Horan Capital Advisors
Ohio
$54K +$54.5K +588 New
EWM
505
Evercore Wealth Management
New York
$49K -$13.5K -146 -21%
TRCT
506
Tower Research Capital (TRC)
New York
$49K +$50.1K +541 New
AF
507
Arrow Financial
New York
$45K
GLI
508
Guardian Life Insurance
New York
$44K +$649 +7 +1%
KF
509
Krilogy Financial
Missouri
$43K +$43.5K +470 New
VFA
510
Valeo Financial Advisors
Indiana
$42K +$43K +464 New
WAM
511
Wealthspire Advisors (Maryland)
Maryland
$41K +$1.3K +14 +3%
MIC
512
MU Investments Company
Japan
$37K -$7.6K -82 -17%
RCG
513
Ruggie Capital Group
Florida
$36K
BRC
514
Bell Rock Capital
Delaware
$33K +$278 +3 +0.8%
NIT
515
NumerixS Investment Technologies
British Columbia, Canada
$32K -$76.2K -822 -70%
HCC
516
Hirtle Callaghan & Co
Pennsylvania
$32K
AA
517
AlphaMark Advisors
Kentucky
$32K +$185 +2 +0.6%
RFS
518
Rockefeller Financial Services
New York
$32K +$32.5K +351 New
AOWM
519
Alpha Omega Wealth Management
Virginia
$32K +$32.7K +353 New
ATC
520
Adirondack Trust Company
New York
$30K
LNB
521
Ledyard National Bank
$30K
MUS
522
Mitsubishi UFJ Securities
Japan
$29K -$41.4K -447 -59%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$29K
CIA
524
Cascade Investment Advisors
Oregon
$29K
BCMIO
525
Beacon Capital Management Inc (Ohio)
Ohio
$28K

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.