We are live on ! Find out more
DTE icon

DTE Energy

676 hedge funds and large institutions have $17.2B invested in DTE Energy in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 203 increasing their positions, 239 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

28% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.63M

9% more funds holding

Funds holding: 620676 (+56)

5% more capital invested

Capital invested by funds: $16.3B → $17.2B (+$884M)

0.57% less ownership

Funds ownership: 86.39%85.82% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 239

Holders
676
Holders Change
+56
Holders Change %
+9.03%
% of All Funds
11.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
121
Increased
203
Reduced
239
Closed
58
Calls
$11.1M
Puts
$8.63M
Net Calls
+$2.43M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$1.09M -$155K -1,469 -12%
FB
277
Fulton Bank
Pennsylvania
$1.08M +$13.9K +132 +1%
PA
278
Profund Advisors
Maryland
$1.08M -$37.2K -353 -3%
AP
279
Advisor Partners
California
$1.08M -$11.3K -107 -1%
DA
280
Duality Advisers
Florida
$1.05M -$1.9M -18,032 -64%
N
281
Natixis
France
$1.05M -$1.33M -12,643 -55%
Nomura Holdings
282
Nomura Holdings
Japan
$1.02M -$125M -1,186,298 -99%
X
283
Xponance
Pennsylvania
$1.02M +$73K +693 +8%
SIA
284
Strategic Investment Advisors
Michigan
$1.01M +$232K +2,201 +29%
SBH
285
Segall Bryant & Hamill
Illinois
$1M +$24.8K +235 +2%
II
286
Inspire Investing
Idaho
$990K -$568K -5,387 -36%
FCBT
287
First Citizens Bank & Trust
North Carolina
$986K -$288K -2,735 -22%
TCA
288
Tortoise Capital Advisors
Kansas
$985K
CHC
289
City Holding Co
West Virginia
$970K +$27.5K +261 +3%
IA
290
Icon Advisers
Colorado
$959K -$37.1K -352 -4%
ISL
291
Ingalls & Snyder LLC
New York
$948K -$24.8K -235 -2%
FI
292
FormulaFolio Investments
Michigan
$924K +$942K +8,938 New
FMWA
293
Forvis Mazars Wealth Advisors
Missouri
$911K +$76.3K +724 +9%
Wealthfront Advisers
294
Wealthfront Advisers
California
$900K -$14.3K -136 -2%
BCM
295
Brookstone Capital Management
Illinois
$897K +$316 +3 +0%
Financial Engines Advisors
296
Financial Engines Advisors
California
$895K -$105K -994 -10%
LCM
297
Leisure Capital Management
California
$894K +$912K +8,654 New
IB
298
Intrust Bank
Kansas
$891K +$21.9K +208 +2%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$885K +$8.12K +77 +0.9%
JIC
300
Johnson Investment Counsel
Ohio
$878K +$4.01K +38 +0.5%

DTE Hedge Fund Activity: Q4 2020 in Review

676 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2020, worth a combined $17.2B — up 5.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 203 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $153M.

  • 676 institutional investors held DTE Energy (DTE) as of Q4 2020, up from 620 in Q3 2020.
  • Funds reported $17.2B of DTE Energy stock for Q4 2020, up 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2020 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2020 was Capital Research Global Investors, an estimated $606M added.
  • The largest DTE Energy seller in Q4 2020 was JP Morgan Chase, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2020.