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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
PFBT
526
Parkside Financial Bank & Trust
Missouri
$31K +$1.52K +16 +5%
LNB
527
Ledyard National Bank
$30K
CIA
528
Cascade Investment Advisors
Oregon
$29.6K
BCMIO
529
Beacon Capital Management Inc (Ohio)
Ohio
$28K
MOS
530
MGO One Seven
Ohio
$27K +$27.9K +294 New
MIC
531
MU Investments Company
Japan
$26K -$11.2K -118 -30%
GRP
532
Global Retirement Partners
California
$25K -$760 -8 -3%
FPB
533
First PREMIER Bank
South Dakota
$25K
PWM
534
Perigon Wealth Management
California
$24K
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$24K +$8.27K +87 +50%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
HCM
537
Highlander Capital Management
New Jersey
$22K
MWM
538
Mascoma Wealth Management
New Hampshire
$22K
TIM
539
Tortoise Investment Management
New York
$22K
ZB
540
Zions Bancorporation
Utah
$22K +$4.28K +45 +23%
AF
541
Advisornet Financial
Minnesota
$21K +$21.8K +229 New
WOC
542
West Oak Capital
California
$19.2K
GAM
543
Gemmer Asset Management
California
$19K
KA
544
Kaizen Advisory
Illinois
$19K +$19.3K +203 New
MI
545
Markston International
New York
$18K
AS
546
Altshuler Shaham
Israel
$18K +$18.5K +195 New
SWMG
547
Signature Wealth Management Group
Georgia
$18K +$18.6K +196 New
STA
548
Summit Trail Advisors
New York
$18K +$18.9K +199 New
BFEC
549
Benjamin F. Edwards & Company
Missouri
$17K +$6.08K +64 +54%
WPA
550
West Paces Advisors
Georgia
$16.7K

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.