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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
276
Evergreen Wealth Solutions
Pennsylvania
$1.21M +$1.15M +10,096 New
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$1.21M -$2.25M -19,718 -66%
HIM
278
Hotaling Investment Management
Pennsylvania
$1.21M +$1.15M +10,078 New
PHK
279
Point72 Hong Kong
Hong Kong
$1.2M -$1.15M -10,048 -50%
DGAM
280
Desjardins Global Asset Management
Quebec, Canada
$1.2M +$1.14M +10,008 New
CAM
281
Cresset Asset Management
Illinois
$1.18M +$909K +7,951 +435%
CHC
282
City Holding Co
West Virginia
$1.14M +$130K +1,136 +14%
SAM
283
Shell Asset Management
Netherlands
$1.13M +$254K +2,225 +31%
FMWA
284
Forvis Mazars Wealth Advisors
Missouri
$1.1M +$74.7K +653 +8%
CAN
285
Cetera Advisor Networks
California
$1.09M -$101K -881 -9%
BAM
286
Belpointe Asset Management
Nevada
$1.09M +$79.5K +695 +8%
YIH
287
Y-Intercept (HK)
Hong Kong
$1.08M +$1.04M +9,054 New
HWAM
288
Hennion & Walsh Asset Management
New Jersey
$1.08M -$800 -7 -0.1%
LCM
289
Leisure Capital Management
California
$1.06M +$98K +857 +11%
BWA
290
BDO Wealth Advisors
Florida
$1.04M +$36.4K +318 +4%
NMIMC
291
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M -$9.61K -84 -1%
ERSOT
292
Employees Retirement System of Texas
Texas
$1.04M
ACM
293
AlphaCrest Capital Management
New York
$1.03M +$480K +4,196 +95%
PA
294
Profund Advisors
Maryland
$997K +$15.8K +138 +2%
KAS
295
Kestra Advisory Services
Texas
$987K -$77.6K -679 -8%
JMPWA
296
JP Morgan Private Wealth Advisors
California
$973K +$140K +1,222 +18%
PAG
297
Private Advisor Group
New Jersey
$960K +$36.8K +322 +4%
AP
298
Advisor Partners
California
$957K +$16.5K +144 +2%
GL
299
Graypoint LLC
New York
$943K -$34.1K -298 -4%
AIL
300
AGF Investments LLC
Ontario, Canada
$925K +$222K +1,943 +34%

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.