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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
WOC
551
West Oak Capital
California
$18.3K
GAM
552
Gemmer Asset Management
California
$18K
KA
553
Kaizen Advisory
Illinois
$18K
Nomura Holdings
554
Nomura Holdings
Japan
$17.8K +$15M +171,308 +589%
MI
555
Markston International
New York
$17K
SWMG
556
Signature Wealth Management Group
Georgia
$17K
SSB
557
Sandy Spring Bank
Maryland
$16K
WPA
558
West Paces Advisors
Georgia
$16K
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$15K -$7.72K -88 -34%
CFD
560
Creative Financial Designs
Indiana
$14K
MWM
561
MinichMacGregor Wealth Management
New York
$14K
MUS
562
Mitsubishi UFJ Securities
Japan
$14K
DSI
563
Daiwa SB Investments
Japan
$13K +$2.02K +23 +19%
SFM
564
Signet Financial Management
New Jersey
$13K +$12.9K +147 New
FC
565
Ferris Capital
Massachusetts
$12K +$12K +137 New
FCB
566
First Command Bank
Texas
$11.5K
AF
567
Allworth Financial
California
$11K -$351 -4 -3%
FANJ
568
Financial Architects (New Jersey)
New Jersey
$11K
FCFS
569
First Command Financial Services
Texas
$11K
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
BFEC
571
Benjamin F. Edwards & Company
Missouri
$10K -$5.61K -64 -35%
BBA
572
Braun-Bostich & Associates
Pennsylvania
$10K
EARNEST Partners
573
EARNEST Partners
Georgia
$10K
QAM
574
QCI Asset Management
New York
$10K
RBC
575
Roble Belko & Company
Pennsylvania
$10K

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.