We are live on ! Find out more
DTE icon

DTE Energy

672 hedge funds and large institutions have $19.2B invested in DTE Energy in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $10.5M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$1.98B)

1.61% more ownership

Funds ownership: 85.82%87.43% (+1.6%)

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 676672 (-4)

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 234

Holders
672
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
69
Increased
228
Reduced
234
Closed
68
Calls
$17.9M
Puts
$10.5M
Net Calls
+$7.41M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HFG
251
Heron Financial Group
New York
$1.38M +$41.4K +394 +3%
PFM
252
Premier Fund Managers
United Kingdom
$1.38M
EWM
253
Executive Wealth Management
Michigan
$1.31M -$147K -1,401 -11%
SFA
254
Sequoia Financial Advisors
Ohio
$1.28M -$1.78K -17 -0.1%
FB
255
Fulton Bank
Pennsylvania
$1.28M +$86.7K +826 +8%
PMFA
256
Plante Moran Financial Advisors
Michigan
$1.26M +$16.3K +155 +1%
AC
257
Allstate Corporation
Illinois
$1.26M +$43.8K +417 +4%
SAM
258
Shell Asset Management
Netherlands
$1.25M -$2.02M -19,267 -64%
FP
259
Financial Perspectives
Minnesota
$1.22M +$19.9M +189,728 +13,333%
FT
260
Fiduciary Trust
Massachusetts
$1.19M -$169K -1,614 -13%
CA
261
Capitolis Advisors
New York
$1.18M -$2.31M -21,966 -68%
NMIMC
262
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M -$227K -2,160 -17%
PA
263
Profund Advisors
Maryland
$1.17M -$14.7K -140 -1%
AP
264
Advisor Partners
California
$1.17M -$15.6K -149 -1%
GL
265
Graypoint LLC
New York
$1.13M -$116K -1,109 -10%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$1.11M -$160K -1,520 -13%
BFG
267
Barber Financial Group
Kansas
$1.11M +$262K +2,491 +34%
X
268
Xponance
Pennsylvania
$1.1M -$19.1K -182 -2%
MWM
269
Midwest Wealth Management
Indiana
$1.1M +$142K +1,350 +16%
FCBT
270
First Citizens Bank & Trust
North Carolina
$1.1M +$13.4K +128 +1%
QSS
271
Quantitative Systematic Strategies
Florida
$1.06M +$984K +9,375 New
CHC
272
City Holding Co
West Virginia
$1.06M -$6.51K -62 -0.7%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$1.05M +$876K +8,343 +895%
AI
274
Atria Investments
North Carolina
$1.05M +$970K +9,240 New
FMWA
275
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$43K +410 +5%

DTE Hedge Fund Activity: Q1 2021 in Review

672 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2021, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DTE positions and 68 closed out — a net gain of 1 holder — while 228 added to existing stakes and 234 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $295M. The largest seller was Capital World Investors, cutting an estimated $152M.

  • 672 institutional investors held DTE Energy (DTE) as of Q1 2021, down from 676 in Q4 2020.
  • Funds reported $19.2B of DTE Energy stock for Q1 2021, up 12% quarter-over-quarter.
  • 69 funds opened new DTE Energy positions in Q1 2021 and 68 closed out, a net change of +1 holder.
  • The largest DTE Energy buyer in Q1 2021 was Capital Research Global Investors, an estimated $295M added.
  • The largest DTE Energy seller in Q1 2021 was Capital World Investors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2021.