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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.09B -$49.6M -521,742 -2%
BlackRock
2
BlackRock
New York
$1.65B +$51.4M +540,936 +3%
Capital World Investors
3
Capital World Investors
California
$1.02B +$83.7M +881,250 +9%
State Street
4
State Street
Massachusetts
$987M -$13.5M -142,130 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$584M +$146M +1,531,185 +32%
AQR Capital Management
6
AQR Capital Management
Connecticut
$325M -$38M -400,273 -10%
Renaissance Technologies
7
Renaissance Technologies
New York
$252M +$30.7M +323,125 +14%
Northern Trust
8
Northern Trust
Illinois
$233M -$519K -5,464 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$208M +$3.96M +41,627 +2%
Franklin Resources
10
Franklin Resources
California
$207M -$344K -3,621 -0.2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$198M -$254K -2,668 -0.1%
Goldman Sachs
12
Goldman Sachs
New York
$195M -$34.7M -365,452 -15%
Victory Capital Management
13
Victory Capital Management
Texas
$190M +$14.7M +154,943 +8%
WHRC
14
W.H. Reaves & Co
New Jersey
$174M +$16.5M +173,606 +10%
Legal & General Group
15
Legal & General Group
United Kingdom
$168M +$949K +9,985 +0.6%
Jennison Associates
16
Jennison Associates
New York
$158M +$10.7M +113,080 +7%
Boston Partners
17
Boston Partners
Massachusetts
$156M +$160M +1,678,625 New
DPIM
18
Duff & Phelps Investment Management
Illinois
$141M +$29.6M +311,375 +26%
TCIM
19
TIAA CREF Investment Management
New York
$137M -$2.25M -23,648 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$137M +$196K +2,060 +0.1%
DZ Bank
21
DZ Bank
Germany
$134M -$12.8M -134,788 -9%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$122M -$10.5M -110,731 -8%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$110M +$9.61M +101,155 +9%
Invesco
24
Invesco
Georgia
$107M +$6.64M +69,887 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$102M +$22M +231,010 +27%

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.