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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
CCS
651
Crosspoint Capital Strategies
California
-$657K -705 Closed
LCM
652
Liberty Capital Management
Michigan
-$50K -563 Closed
EWM
653
Evercore Wealth Management
New York
-$50K -541 Closed
BRC
654
Bell Rock Capital
Delaware
-$33K -358 Closed
CAPTRUST Financial Advisors
655
CAPTRUST Financial Advisors
North Carolina
-$33K -353 Closed
MIC
656
MU Investments Company
Japan
-$26K -282 Closed
ZB
657
Zions Bancorporation
Utah
-$22K -239 Closed
STA
658
Summit Trail Advisors
New York
-$18K -199 Closed
AS
659
Altshuler Shaham
Israel
-$18K -195 Closed
SMG
660
Spectrum Management Group
Indiana
-$14K -153 Closed
AWM
661
Arbor Wealth Management
Florida
-$1.09M -118 Closed
CG
662
Cutler Group
California
-$10K -118 Closed
KTM
663
Keeler Thomas Management
Utah
-$10K -118 Closed
CA
664
Calton & Associates
Florida
-$9K -102 Closed
WIM
665
Westside Investment Management
California
-$8.02K -88 Closed
SPI
666
Santori & Peters Inc
Pennsylvania
-$6K -78 Closed
Lazard Asset Management
667
Lazard Asset Management
New York
-$5K -62 Closed
LC
668
Landaas & Company
Wisconsin
-$5K -59 Closed
RWA
669
Ropes Wealth Advisors
Massachusetts
-$5K -59 Closed
BBHC
670
Brown Brothers Harriman & Co
New York
-$5K -51 Closed
GT
671
Greenleaf Trust
Michigan
-$4K -40 Closed
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$4K -38 Closed
PWM
673
Paulson Wealth Management
Illinois
-$3K -36 Closed
GEA
674
Glen Eagle Advisors
New Jersey
-$1.86K -20 Closed
II
675
Inspire Investing
Idaho
-$1K -12 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.