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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
First Trust Advisors
51
First Trust Advisors
Illinois
$47.8M -$43.3M -455,731 -47%
GC
52
Guggenheim Capital
Illinois
$46.5M -$8.68M -91,361 -15%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$45.9M +$688K +7,237 +1%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$44M -$2.57M -27,025 -5%
Prudential Financial
55
Prudential Financial
New Jersey
$43.5M +$4.7M +49,455 +12%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$40.4M +$747K +7,858 +2%
Asset Management One
57
Asset Management One
Japan
$39.8M -$4.59M -48,320 -10%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$36.8M +$17.2M +181,304 +85%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$35.3M -$302K -3,173 -0.8%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$34.4M +$9.37M +98,585 +36%
AllianceBernstein
61
AllianceBernstein
Tennessee
$34M -$1.17M -12,317 -3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$33.6M +$228K +2,404 +0.7%
HAI
63
Hennessy Advisors Inc
California
$32.6M -$1.51M -15,862 -4%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$32.4M -$404K -4,248 -1%
WHG
65
Westwood Holdings Group
Texas
$32.1M +$60.4K +636 +0.2%
Principal Financial Group
66
Principal Financial Group
Iowa
$29.7M -$8.99M -94,597 -23%
CS
67
Credit Suisse
Switzerland
$28.5M +$7.12M +74,884 +32%
RCAMU
68
Rothschild & Co Asset Management US
Connecticut
$28.1M -$486K -5,115 -2%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$27M +$11.6M +121,737 +73%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$26.6M -$173M -1,823,723 -86%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$26.5M -$1.8M -18,967 -6%
MAM
72
Martingale Asset Management
Massachusetts
$23.5M -$2.19M -23,023 -8%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$23M -$1.42M -14,924 -6%
H
74
Hexavest
Quebec, Canada
$22.1M +$152K +1,596 +0.7%
APG Asset Management
75
APG Asset Management
Netherlands
$22.1M -$46.5M -489,505 -63%

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.