We are live on ! Find out more
DTE icon

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
SWA
601
Sutton Wealth Advisors
Florida
$2.51K
TFO
602
Tarbox Family Office
California
$2K
FGC
603
Financial Gravity Companies
Texas
$2K +$88 +1 +4%
FGAM
604
Financial Gravity Asset Management
Texas
$2K +$2.28K +26 New
AWM
605
Avior Wealth Management
Nebraska
$1K
EA
606
Edge Advisors
Georgia
$1K
HT
607
Heritage Trust
Oklahoma
$1K
SLF
608
Sun Life Financial
Ontario, Canada
$816 -$31.7K -362 -78%
BCM
609
Bridgeway Capital Management
Texas
-$52.3M -561,768 Closed
KCM
610
Kennedy Capital Management
Missouri
-$5.73M -61,496 Closed
PI
611
PGGM Investments
Netherlands
-$5.14M -55,225 Closed
Fidelity International
612
Fidelity International
Bermuda
-$4.25M -45,678 Closed
BS
613
Banco Santander
Spain
-$4.09M -43,863 Closed
RJFSA
614
Raymond James Financial Services Advisors
Florida
-$3.93M -42,151 Closed
CM
615
Churchill Management
California
-$3.88M -41,653 Closed
QIM
616
Quantitative Investment Management
Virginia
-$3.77M -40,420 Closed
SHA
617
Shelter Harbor Advisors
Connecticut
-$2.74M -29,375 Closed
PG
618
Pendal Group
Australia
-$2.7M -28,967 Closed
SSA
619
Schonfeld Strategic Advisors
New York
-$2.07M -22,250 Closed
Wellington Management Group
620
Wellington Management Group
Massachusetts
-$1.95M -20,906 Closed
1832 Asset Management
621
1832 Asset Management
Ontario, Canada
-$1.02M -11,356 Closed
Wolverine Trading
622
Wolverine Trading
Illinois
-$971K -11,079 Closed
CPO
623
Cerity Partners OCIO
New York
-$982K -10,537 Closed
GLA
624
Great Lakes Advisors
Illinois
-$832K -8,936 Closed
IA
625
IndexIQ Advisors
New York
-$826K -8,869 Closed

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.