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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
Creative Planning
201
Creative Planning
Kansas
$2.36M +$125K +1,315 +5%
CBN
202
Cadence Bank NA
Texas
$2.33M -$40K -421 -2%
Skandinaviska Enskilda Banken (SEB)
203
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.3M +$33.5K +353 +1%
RIM
204
Redpoint Investment Management
Australia
$2.28M +$2.32M +24,441 New
GF
205
Gabelli Funds
New York
$2.24M -$55.8K -587 -2%
PAMG
206
Patton Albertson Miller Group
Tennessee
$2.21M -$23.9K -252 -1%
FCBT
207
First Citizens Bank & Trust
North Carolina
$2.17M +$1.33M +13,983 +151%
CBOA
208
Commonwealth Bank of Australia
Australia
$2.12M -$279K -2,941 -11%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$2.12M -$641K -6,741 -23%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$2.1M
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M
SSA
212
Schonfeld Strategic Advisors
New York
$2.07M +$1.4M +14,743 +196%
LIA
213
LS Investment Advisors
Michigan
$2.07M +$20.6K +217 +1%
MERSOM
214
Municipal Employees' Retirement System of Michigan
Michigan
$2.04M +$530K +5,581 +34%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$2.03M +$98.9K +1,041 +5%
AIA
216
Affinity Investment Advisors
California
$2M +$35.7K +376 +2%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$1.98M +$502K +5,281 +33%
Wellington Management Group
218
Wellington Management Group
Massachusetts
$1.95M -$16.8M -176,950 -89%
EI
219
Elkhorn Investments
Illinois
$1.93M +$677K +7,122 +52%
CB
220
Commerce Bank
Missouri
$1.91M +$2.38K +25 +0.1%
CS
221
Candriam SCA
Luxembourg
$1.9M -$494K -5,198 -20%
FT
222
Fiduciary Trust
Massachusetts
$1.9M -$116K -1,216 -6%
NMERB
223
New Mexico Educational Retirement Board
New Mexico
$1.89M +$67K +705 +4%
SLI
224
Sumitomo Life Insurance
Japan
$1.85M -$91.7K -965 -5%
AWCI
225
Alpine Woods Capital Investors
New York
$1.85M

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.