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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
HNB
276
Huntington National Bank
Ohio
$1.03M -$169K -1,611 -15%
ISL
277
Ingalls & Snyder LLC
New York
$1.02M -$18.5K -176 -2%
MYAM
278
Meiji Yasuda Asset Management
Japan
$1.02M +$419K +3,995 +80%
LCM
279
Leisure Capital Management
California
$1.01M +$29.6K +282 +3%
KAS
280
Kestra Advisory Services
Texas
$1.01M -$345K -3,290 -27%
JIC
281
Johnson Investment Counsel
Ohio
$1M +$37.6K +358 +4%
Wealthfront Advisers
282
Wealthfront Advisers
California
$993K +$5.67K +54 +0.6%
GFG
283
Greystone Financial Group
Michigan
$992K +$38K +362 +5%
Cohen & Steers
284
Cohen & Steers
New York
$990K +$47.9K +456 +6%
Federated Hermes
285
Federated Hermes
Pennsylvania
$967K +$547K +5,211 +157%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$963K -$6.93K -66 -0.8%
NSIM
287
North Star Investment Management
Illinois
$947K +$2K +19 +0.2%
SBH
288
Segall Bryant & Hamill
Illinois
$944K -$149K -1,418 -15%
HWAM
289
Hennion & Walsh Asset Management
New Jersey
$944K +$874K +8,328 New
BC
290
Burleson & Co
California
$939K +$105 +1 +0%
CCM
291
Courage Capital Management
Tennessee
$937K
CI
292
Cigna Investments
Connecticut
$926K +$20.7K +197 +2%
IB
293
Intrust Bank
Kansas
$925K -$48.6K -463 -5%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$923K -$28.7K -273 -3%
HT
295
Heritage Trust
Oklahoma
$916K +$417K +3,975 +97%
OC
296
Oppenheimer & Co
New York
$913K +$33.9K +323 +4%
BWA
297
BDO Wealth Advisors
Florida
$911K +$8.5K +81 +1%
PGAM
298
Princeton Global Asset Management
New Jersey
$901K -$43.2K -411 -5%
SAM
299
Secure Asset Management
Michigan
$897K +$19.8K +189 +2%
GG
300
Gofen & Glossberg
Illinois
$896K +$123K +1,175 +17%

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.