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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
TFO
601
Tarbox Family Office
California
$2K
FGC
602
Financial Gravity Companies
Texas
$2K +$2.38K +25 New
GEA
603
Glen Eagle Advisors
New Jersey
$1.86K
PCP
604
Proficio Capital Partners
Massachusetts
$1K
HT
605
Heritage Trust
Oklahoma
$1K +$760 +8 New
II
606
Inspire Investing
Idaho
$1K +$1.14K +12 New
AWM
607
Avior Wealth Management
Nebraska
$1K +$1.33K +14 New
PCG
608
Private Capital Group
Connecticut
$9 +$9.03K +95 New
Adage Capital Partners
609
Adage Capital Partners
Massachusetts
-$47.6M -521,171 Closed
WMSA
610
Weiss Multi-Strategy Advisers
New York
-$21M -230,272 Closed
NFA
611
Nationwide Fund Advisors
Ohio
-$11.4M -125,142 Closed
LCM
612
Laurion Capital Management
New York
-$8.08M -88,463 Closed
UIM
613
USS Investment Management
United Kingdom
-$7.33M -80,170 Closed
Assenagon Asset Management
614
Assenagon Asset Management
Luxembourg
-$6.96M -76,186 Closed
Credit Agricole
615
Credit Agricole
France
-$6.73M -73,624 Closed
SCM
616
Stevens Capital Management
Pennsylvania
-$4.68M -51,252 Closed
AIMCA
617
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.14M -45,355 Closed
MWA
618
Marshall Wace Asia
Hong Kong
-$2.48M -27,289 Closed
FP
619
FDO Partners
Massachusetts
-$1.77M -19,384 Closed
SIA
620
Starfire Investment Advisers
Michigan
-$1.63M -17,893 Closed
BVDMP
621
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$1.55M -16,982 Closed
BA
622
Bridgewater Associates
Connecticut
-$1.16M -12,676 Closed
VIA
623
Virtus Investment Advisers
Connecticut
-$1.16M -12,655 Closed
VF
624
Virtu Financial
New York
-$1.12M -12,288 Closed
FRM
625
Fox Run Management
Connecticut
-$1.11M -12,103 Closed

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.