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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
GP
501
GLG Partners
United Kingdom
$57K +$58.2K +612 New
GSC
502
G&S Capital
Colorado
$57K +$58.5K +616 New
CA
503
Crewe Advisors
Utah
$56K +$56.8K +598 New
HFP
504
Holistic Financial Partners
Indiana
$56K +$57.2K +602 New
CMBA
505
C.M. Bidwell & Associates
Hawaii
$55K
WAM
506
Wealthspire Advisors (Maryland)
Maryland
$55K +$13.4K +141 +32%
EWM
507
Evercore Wealth Management
New York
$50K
LCM
508
Liberty Capital Management
Michigan
$50K
HI
509
Hudock Inc
Pennsylvania
$49K -$10.1K -106 -17%
AF
510
Arrow Financial
New York
$45K
TFA
511
Toth Financial Advisory
Virginia
$45K +$46.4K +488 New
KF
512
Krilogy Financial
Missouri
$44K
1IA
513
1834 Investment Advisors
Wisconsin
$44K +$44.7K +470 New
SLF
514
Sun Life Financial
Ontario, Canada
$43K -$104K -1,096 -70%
MCM
515
Monument Capital Management
Virginia
$43K +$44.9K +472 New
RCG
516
Ruggie Capital Group
Florida
$37K
ST
517
Smithfield Trust
Pennsylvania
$35K +$36.3K +382 New
AOWM
518
Alpha Omega Wealth Management
Virginia
$33K
RFS
519
Rockefeller Financial Services
New York
$33K
BRC
520
Bell Rock Capital
Delaware
$33K +$190 +2 +0.6%
AA
521
AlphaMark Advisors
Kentucky
$33K +$380 +4 +1%
BAM
522
Barrett Asset Management
New York
$33K +$33.5K +353 New
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$33K +$33.5K +353 New
AIS
524
AlphaOne Investment Services
Pennsylvania
$33K +$33.7K +355 New
ATC
525
Adirondack Trust Company
New York
$31K

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.