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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
PTC
626
Private Trust Company
Ohio
-$720K -7,739 Closed
PI
627
Pettee Investors
Connecticut
-$603K -6,475 Closed
GC
628
Globeflex Capital
California
-$572K -6,141 Closed
TC
629
Trilogy Capital
California
-$564K -6,057 Closed
PAG
630
Private Advisor Group
New Jersey
-$535K -5,876 Closed
GAM
631
Gotham Asset Management
New York
-$466K -4,998 Closed
GC
632
Grace Capital
Massachusetts
-$458K -4,919 Closed
GCC
633
Game Creek Capital
Massachusetts
-$449K -4,818 Closed
QAM
634
Quantres Asset Management
Cayman Islands
-$383K -4,113 Closed
JMPWA
635
JP Morgan Private Wealth Advisors
California
-$363K -3,897 Closed
VWA
636
V Wealth Advisors
Kansas
-$309K -3,349 Closed
DS
637
DRW Securities
Illinois
-$276K -2,961 Closed
MA
638
MANA Advisors
New York
-$228K -2,444 Closed
CFB
639
Cullen/Frost Bankers
Texas
-$223K -2,395 Closed
CIA
640
Choate Investment Advisors
Massachusetts
-$214K -2,297 Closed
PP
641
Prudential plc
United Kingdom
-$208K -2,233 Closed
PAG
642
Pinnacle Advisory Group
Maryland
-$204K -2,191 Closed
BTS
643
BB&T Securities
Virginia
-$202K -2,171 Closed
TH
644
TCTC Holdings
Texas
-$202K -2,170 Closed
CONA
645
Capital One National Association
New York
-$201K -2,167 Closed
IUHSA
646
Itau Unibanco Holding S.A.
Brazil
-$197K -2,115 Closed
LWA
647
Lenox Wealth Advisors
New York
-$190K -2,036 Closed
FWM
648
Focused Wealth Management
New York
-$164K -1,763 Closed
PI
649
PineBridge Investments
New York
-$145K -1,559 Closed
CFA
650
Carroll Financial Associates
North Carolina
-$98K -1,058 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.