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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
TFS
576
TrustCore Financial Services
Tennessee
$10K
PCG
577
Private Capital Group
Connecticut
$10K +$1.23K +14 +15%
CHP
578
Cable Hill Partners
Oregon
$8K
QCG
579
Quadrant Capital Group
Ohio
$8K +$1.58K +18 +17%
AWM
580
AllSquare Wealth Management
New York
$7K
DBT
581
Dubuque Bank & Trust
Iowa
$7K
CIBC Private Wealth Group
582
CIBC Private Wealth Group
Georgia
$6K
CFG
583
Citizens Financial Group
Rhode Island
$6K
MSA
584
Marino Stram & Associates
Massachusetts
$6K
SIS
585
Sound Income Strategies
Florida
$6K
HIM
586
Hillsdale Investment Management
Ontario, Canada
$5K -$1.05K -12 -17%
MCM
587
MV Capital Management
Maryland
$5K
OPWM
588
Oak Point Wealth Management
Michigan
$5K
PRS
589
Pinkerton Retirement Specialists
Idaho
$5K
FEG
590
Financial Enhancement Group
Indiana
$5K +$4.56K +52 New
AWM
591
Aevitas Wealth Management
Massachusetts
$5K +$5.17K +59 New
TCOV
592
Trust Company of Vermont
Vermont
$4K
TCA
593
Tortoise Capital Advisors
Kansas
$4K +$88 +1 +2%
AIM
594
Anchor Investment Management
South Carolina
$3.55K
AC
595
Avestar Capital
New York
$3K
CAW
596
Cornerstone Advisors (Washington)
Washington
$3K
FPFS
597
First Personal Financial Services
North Carolina
$3K
GFP
598
Gryphon Financial Partners
Ohio
$3K
PCP
599
Proficio Capital Partners
Massachusetts
$3K +$2.02K +23 +177%
BCI
600
Brinker Capital Investments
Pennsylvania
$3K +$3.42K +39 New

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.