We are live on ! Find out more
DTE icon

DTE Energy

659 hedge funds and large institutions have $14.1B invested in DTE Energy in 2018 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 200 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $6.73M

51% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 70

10% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 200

5% more funds holding

Funds holding: 628659 (+31)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $14.5B → $14.1B (-$408M)

2.59% less ownership

Funds ownership: 86.24%83.65% (-2.6%)

Holders
659
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
14.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
106
Increased
220
Reduced
200
Closed
70
Calls
$19.2M
Puts
$6.73M
Net Calls
+$12.5M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B +$61.1M +625,334 +3%
Capital World Investors
2
Capital World Investors
California
$2.01B +$220M +2,257,180 +12%
BlackRock
3
BlackRock
New York
$1.68B +$66.2M +678,052 +4%
State Street
4
State Street
Massachusetts
$1.02B +$25.9M +265,574 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$374M -$815M -8,348,865 -68%
Renaissance Technologies
6
Renaissance Technologies
New York
$315M -$13.3M -136,535 -4%
Goldman Sachs
7
Goldman Sachs
New York
$262M +$55.5M +568,553 +26%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$258M +$17.3M +176,968 +7%
Northern Trust
9
Northern Trust
Illinois
$257M +$8.63M +88,409 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$198M +$3.13M +32,079 +2%
Legal & General Group
11
Legal & General Group
United Kingdom
$193M +$14.2M +145,557 +8%
Franklin Resources
12
Franklin Resources
California
$183M -$3.95M -40,479 -2%
Boston Partners
13
Boston Partners
Massachusetts
$183M -$10.3M -105,979 -5%
Invesco
14
Invesco
Georgia
$176M +$18.3M +187,119 +11%
WHRC
15
W.H. Reaves & Co
New Jersey
$161M -$7.55M -77,308 -4%
DZ Bank
16
DZ Bank
Germany
$138M -$3.12M -31,992 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$134M -$1.6M -16,365 -1%
DPIM
18
Duff & Phelps Investment Management
Illinois
$133M -$132K -1,357 -0.1%
Wells Fargo
19
Wells Fargo
California
$121M +$57.4M +588,036 +84%
Jennison Associates
20
Jennison Associates
New York
$120M -$19.1M -195,868 -13%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$119M +$13.9M +142,270 +13%
AQR Capital Management
22
AQR Capital Management
Connecticut
$117M +$7.67M +78,525 +7%
JP Morgan Chase
23
JP Morgan Chase
New York
$112M +$12.4M +126,879 +12%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$106M -$4.46M -45,637 -4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$105M +$30.8M +315,711 +39%

DTE Hedge Fund Activity: Q4 2018 in Review

659 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2018, worth a combined $14.1B — down 2.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new DTE positions and 70 closed out — a net gain of 36 holders — while 220 added to existing stakes and 200 trimmed.

The largest buyer was Capital World Investors, adding an estimated $220M. The largest seller was T. Rowe Price Associates, cutting an estimated $815M.

  • 659 institutional investors held DTE Energy (DTE) as of Q4 2018, up from 628 in Q3 2018.
  • Funds reported $14.1B of DTE Energy stock for Q4 2018, down 2.8% quarter-over-quarter.
  • 106 funds opened new DTE Energy positions in Q4 2018 and 70 closed out, a net change of +36 holders.
  • The largest DTE Energy buyer in Q4 2018 was Capital World Investors, an estimated $220M added.
  • The largest DTE Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $815M sold.

Based on aggregated 13F filings for Q4 2018.