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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
SSB
551
Sandy Spring Bank
Maryland
$16K
CFD
552
Creative Financial Designs
Indiana
$15K
MWM
553
MinichMacGregor Wealth Management
New York
$15K
SMG
554
Spectrum Management Group
Indiana
$14K -$100K -1,057 -87%
MUS
555
Mitsubishi UFJ Securities
Japan
$14K -$15.6K -164 -52%
FCB
556
First Command Bank
Texas
$12K
FCFS
557
First Command Financial Services
Texas
$12K
SPIA
558
Steward Partners Investment Advisory
New York
$12K
AF
559
Allworth Financial
California
$12K +$665 +7 +6%
DSI
560
Daiwa SB Investments
Japan
$11K
FANJ
561
Financial Architects (New Jersey)
New Jersey
$11K
QAM
562
QCI Asset Management
New York
$11K
BBA
563
Braun-Bostich & Associates
Pennsylvania
$11K +$11K +116 New
TFS
564
TrustCore Financial Services
Tennessee
$11K +$11.2K +118 New
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
RBC
566
Roble Belko & Company
Pennsylvania
$10K
CG
567
Cutler Group
California
$10K +$8.65K +91 +337%
EARNEST Partners
568
EARNEST Partners
Georgia
$10K +$10.5K +110 New
KTM
569
Keeler Thomas Management
Utah
$10K +$11.2K +118 New
CHP
570
Cable Hill Partners
Oregon
$9K
CA
571
Calton & Associates
Florida
$9K +$9.69K +102 New
WIM
572
Westside Investment Management
California
$8.02K +$8.36K +88 New
QCG
573
Quadrant Capital Group
Ohio
$8K
DBT
574
Dubuque Bank & Trust
Iowa
$7K -$7.32K -77 -50%
AWM
575
AllSquare Wealth Management
New York
$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.