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DTE Energy

647 hedge funds and large institutions have $17.7B invested in DTE Energy in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 239 increasing their positions, 198 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 198

20% more call options, than puts

Call options by funds: $12M | Put options by funds: $9.96M

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.02B)

1.63% more ownership

Funds ownership: 83.78%85.41% (+1.6%)

1% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 67

0% less funds holding

Funds holding: 650647 (-3)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
647
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
14.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
68
Increased
239
Reduced
198
Closed
67
Calls
$12M
Puts
$9.96M
Net Calls
+$2M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.86B +$38.8M +350,828 +1%
Capital World Investors
2
Capital World Investors
California
$2.45B +$917K +8,300 +0%
BlackRock
3
BlackRock
New York
$2.16B +$80.2M +725,604 +4%
State Street
4
State Street
Massachusetts
$1.32B +$32M +289,370 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$387M +$12.7M +114,987 +3%
Northern Trust
6
Northern Trust
Illinois
$326M -$2.08M -18,851 -0.6%
Boston Partners
7
Boston Partners
Massachusetts
$264M +$16.5M +148,929 +7%
Legal & General Group
8
Legal & General Group
United Kingdom
$260M -$7.36M -66,548 -3%
Goldman Sachs
9
Goldman Sachs
New York
$247M -$18.9M -170,978 -7%
Invesco
10
Invesco
Georgia
$240M +$5.15M +46,563 +2%
Franklin Resources
11
Franklin Resources
California
$227M +$13.6M +123,013 +7%
AQR Capital Management
12
AQR Capital Management
Connecticut
$216M -$7.18M -64,942 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$208M -$18.6M -168,313 -8%
JP Morgan Chase
14
JP Morgan Chase
New York
$198M +$38.2M +345,558 +25%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$195M +$17.3M +156,173 +10%
Wells Fargo
16
Wells Fargo
California
$176M -$4.46M -40,332 -3%
WHRC
17
W.H. Reaves & Co
New Jersey
$175M +$430K +3,895 +0.3%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$172M +$28.1M +253,856 +20%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$168M +$3.04M +27,465 +2%
DPIM
20
Duff & Phelps Investment Management
Illinois
$133M -$130K -1,172 -0.1%
Jennison Associates
21
Jennison Associates
New York
$129M
Neuberger Berman Group
22
Neuberger Berman Group
New York
$127M +$985K +8,913 +0.8%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$124M -$35.9M -324,648 -23%
Charles Schwab
24
Charles Schwab
California
$111M +$1.75M +15,804 +2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$106M -$158K -1,428 -0.2%

DTE Hedge Fund Activity: Q3 2019 in Review

647 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2019, worth a combined $17.7B — up 6.1% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 67 closed out — a net gain of 1 holder — while 239 added to existing stakes and 198 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Renaissance Technologies, cutting an estimated $80.6M.

  • 647 institutional investors held DTE Energy (DTE) as of Q3 2019, down from 650 in Q2 2019.
  • Funds reported $17.7B of DTE Energy stock for Q3 2019, up 6.1% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2019 and 67 closed out, a net change of +1 holder.
  • The largest DTE Energy buyer in Q3 2019 was BlackRock, an estimated $80.2M added.
  • The largest DTE Energy seller in Q3 2019 was Renaissance Technologies, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2019.