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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
CFG
576
Citizens Financial Group
Rhode Island
$7K
HIM
577
Hillsdale Investment Management
Ontario, Canada
$7K
MSA
578
Marino Stram & Associates
Massachusetts
$7K +$6.84K +72 New
CIBC Private Wealth Group
579
CIBC Private Wealth Group
Georgia
$6K +$6.46K +68 New
SIS
580
Sound Income Strategies
Florida
$6K +$6.94K +73 New
SPI
581
Santori & Peters Inc
Pennsylvania
$6K +$7.41K +78 New
LC
582
Landaas & Company
Wisconsin
$5K
Lazard Asset Management
583
Lazard Asset Management
New York
$5K
MCM
584
MV Capital Management
Maryland
$5K
PRS
585
Pinkerton Retirement Specialists
Idaho
$5K
TCOV
586
Trust Company of Vermont
Vermont
$5K
BBHC
587
Brown Brothers Harriman & Co
New York
$5K +$4.85K +51 New
OPWM
588
Oak Point Wealth Management
Michigan
$5K +$5.13K +54 New
RWA
589
Ropes Wealth Advisors
Massachusetts
$5K +$5.61K +59 New
TCA
590
Tortoise Capital Advisors
Kansas
$4K -$149K -1,569 -97%
GT
591
Greenleaf Trust
Michigan
$4K
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
AIM
593
Anchor Investment Management
South Carolina
$3.72K
CAW
594
Cornerstone Advisors (Washington)
Washington
$3K
FPFS
595
First Personal Financial Services
North Carolina
$3K
GFP
596
Gryphon Financial Partners
Ohio
$3K +$3.23K +34 New
AC
597
Avestar Capital
New York
$3K +$3.33K +35 New
PWM
598
Paulson Wealth Management
Illinois
$3K +$3.42K +36 New
SWA
599
Sutton Wealth Advisors
Florida
$2.63K
EA
600
Edge Advisors
Georgia
$2K

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.