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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
GI
501
Gradient Investments
Minnesota
$77K -$701 -8 -0.9%
OIA
502
OneDigital Investment Advisors
Kansas
$73K
AIS
503
AlphaOne Investment Services
Pennsylvania
$73K +$41.1K +469 +132%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$68K -$52.5K -599 -44%
VCM
505
Versant Capital Management
Arizona
$68K -$10.6K -121 -13%
CAC
506
Certified Advisory Corp
Florida
$68K +$526 +6 +0.8%
PHK
507
Point72 Hong Kong
Hong Kong
$64K +$63.6K +725 New
YWP
508
YorkBridge Wealth Partners
New York
$61K
NWM
509
Northwest Wealth Management
Iowa
$59K +$57.9K +660 New
S
510
SignatureFD
Georgia
$57K +$56.5K +644 New
GSC
511
G&S Capital
Colorado
$55K
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$54K +$1.93K +22 +4%
CA
513
Crewe Advisors
Utah
$53K
HFP
514
Holistic Financial Partners
Indiana
$53K
OC
515
Oakworth Capital
Alabama
$53K
CMBA
516
C.M. Bidwell & Associates
Hawaii
$52K
CIM
517
Centersquare Investment Management
Pennsylvania
$48K +$47.4K +541 New
HI
518
Hudock Inc
Pennsylvania
$47K +$263 +3 +0.6%
GLI
519
Guardian Life Insurance
New York
$43K -$17.4K -198 -29%
AF
520
Arrow Financial
New York
$43K
TFA
521
Toth Financial Advisory
Virginia
$43K
1IA
522
1834 Investment Advisors
Wisconsin
$42K
KF
523
Krilogy Financial
Missouri
$42K
HR
524
Howe & Rusling
New York
$41K -$28.2K -322 -41%
MCM
525
Monument Capital Management
Virginia
$41K -$88 -1 -0.2%

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.