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DTE Energy

620 hedge funds and large institutions have $16.3B invested in DTE Energy in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 239 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $10.6M

6% more capital invested

Capital invested by funds: $15.4B → $16.3B (+$881M)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0% less funds holding

Funds holding: 622620 (-2)

0.87% less ownership

Funds ownership: 87.27%86.39% (-0.87%)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 239

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
620
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
12.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
68
Increased
188
Reduced
239
Closed
64
Calls
$24.2M
Puts
$10.6M
Net Calls
+$13.6M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
276
Point72 Hong Kong
Hong Kong
$1.01M -$1.68M -17,213 -63%
SLAM
277
Swiss Life Asset Management
$979K -$1.82M -18,588 -65%
Financial Engines Advisors
278
Financial Engines Advisors
California
$945K -$10.6K -108 -1%
IA
279
Icon Advisers
Colorado
$943K -$425K -4,348 -31%
TCA
280
Tortoise Capital Advisors
Kansas
$934K
SBH
281
Segall Bryant & Hamill
Illinois
$933K +$160K +1,633 +21%
ISL
282
Ingalls & Snyder LLC
New York
$922K -$11.4K -117 -1%
UFG
283
United Fire Group
Iowa
$920K
SM
284
Sciencast Management
New Jersey
$918K +$873K +8,932 New
X
285
Xponance
Pennsylvania
$902K +$2.64K +27 +0.3%
IRF
286
IBM Retirement Fund
New York
$898K +$201K +2,060 +29%
CHC
287
City Holding Co
West Virginia
$893K +$23K +235 +3%
BC
288
Burleson & Co
California
$874K
Wealthfront Advisers
289
Wealthfront Advisers
California
$866K -$2.05K -21 -0.2%
BCM
290
Brookstone Capital Management
Illinois
$850K -$5.28K -54 -0.6%
RMCM
291
Reynders McVeigh Capital Management
Massachusetts
$831K -$5.67K -58 -0.7%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$831K +$829K +8,489 New
JIC
293
Johnson Investment Counsel
Ohio
$828K
IB
294
Intrust Bank
Kansas
$824K -$11.6K -119 -1%
NSIM
295
North Star Investment Management
Illinois
$814K +$1.86K +19 +0.2%
PGAM
296
Princeton Global Asset Management
New Jersey
$807K +$23K +235 +3%
CCM
297
Courage Capital Management
Tennessee
$804K +$802K +8,210 New
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$800K +$84K +860 +12%
CIA
299
Capital Investment Advisors
Georgia
$793K -$15.3K -157 -2%
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$792K +$94.1K +963 +14%

DTE Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2020, worth a combined $16.3B — up 5.7% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 64 closed out — a net gain of 4 holders — while 188 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was Nordea Investment Management, cutting an estimated $188M.

  • 620 institutional investors held DTE Energy (DTE) as of Q3 2020, down from 622 in Q2 2020.
  • Funds reported $16.3B of DTE Energy stock for Q3 2020, up 5.7% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2020 and 64 closed out, a net change of +4 holders.
  • The largest DTE Energy buyer in Q3 2020 was Capital Research Global Investors, an estimated $286M added.
  • The largest DTE Energy seller in Q3 2020 was Nordea Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2020.