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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
Caisse de Depot et Placement du Quebec (CDPQ)
126
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.99M -$9.42M -99,170 -57%
FHA
127
First Horizon Advisors
Tennessee
$6.74M +$170K +1,787 +2%
AIG
128
American International Group
New York
$6.72M +$886K +9,319 +15%
SCM
129
Shelton Capital Management
Colorado
$6.27M +$324K +3,407 +5%
USAA
130
United Services Automobile Association
Texas
$6.25M
MIM
131
MetLife Investment Management
New Jersey
$6.08M +$6.2M +65,217 New
GIBU
132
Gulf International Bank (UK)
United Kingdom
$6.07M
GAM
133
Griffin Asset Management
New York
$6.02M
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$6.01M -$88.7K -933 -1%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$6.01M -$2.45M -25,736 -29%
SOMRS
136
State of Michigan Retirement System
Michigan
$5.76M -$201K -2,115 -3%
KCM
137
Kennedy Capital Management
Missouri
$5.73M -$657K -6,917 -10%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$5.47M
TPSF
139
Texas Permanent School Fund
Texas
$5.36M -$82.8K -871 -1%
ProShare Advisors
140
ProShare Advisors
Maryland
$5.36M +$1.01M +10,635 +23%
OIM
141
Opus Investment Management
Massachusetts
$5.33M
Nomura Asset Management
142
Nomura Asset Management
Japan
$5.29M +$145K +1,528 +3%
PI
143
PGGM Investments
Netherlands
$5.14M -$6.92M -72,869 -57%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$5.08M -$4.47M -47,078 -46%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$5.07M +$275K +2,899 +6%
FAF
146
Fjarde Ap-fonden
Sweden
$4.98M +$291K +3,064 +6%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$4.96M -$146K -1,539 -3%
EA
148
Ecofin Advisors
United Kingdom
$4.91M -$557K -5,857 -10%
Stifel Financial
149
Stifel Financial
Missouri
$4.82M -$190K -1,997 -4%
LPL Financial
150
LPL Financial
California
$4.81M +$630K +6,628 +15%

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.