DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077
DTW
4 hedge funds and large institutions have $2.26M invested in DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.12% less ownership
Funds ownership: 1.69% → 0.57% (-1.1%)
63% less capital invested
Capital invested by funds: $6.1M → $2.26M (-$3.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$12.1K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$12.1K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$762 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$4.03M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$356 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $2.22M | -$4.03M | -180,000 | -67% |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14.2K | +$762 | +34 | +6% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $13.2K | +$12.1K | +541 | New |
|
|
BC
4
Bartlett & Co
Cincinnati,
Ohio
| $13K | +$12.1K | +541 | New |
|
|
OP
5
ORG Partners
Roanoke,
Indiana
| – | -$356 | -16 | Closed |
|
DTW Hedge Fund Activity: Q4 2023 in Review
4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 (DTW) for Q4 2023, worth a combined $2.26M — down 63% from $6.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DTW positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Bartlett & Co, opening a new position worth an estimated $12.1K. The largest seller was IAT Reinsurance, cutting an estimated $4.03M.
- 4 institutional investors held DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 (DTW) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $2.26M of DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 stock for Q4 2023, down 63% quarter-over-quarter.
- 2 funds opened new DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 buyer in Q4 2023 was Bartlett & Co, an estimated $12.1K added.
- The largest DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 seller in Q4 2023 was IAT Reinsurance, an estimated $4.03M sold.
Based on aggregated 13F filings for Q4 2023.