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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
ECM
301
Everence Capital Management
Indiana
$790K
BWA
302
BDO Wealth Advisors
Florida
$789K +$19.2K +197 +3%
NAM
303
NorthCoast Asset Management
Connecticut
$781K
OC
304
Oppenheimer & Co
New York
$780K -$193K -1,972 -20%
APA
305
American Portfolios Advisors
New York
$771K -$30.6K -313 -4%
FAAS
306
First Allied Advisory Services
California
$769K +$61.3K +627 +9%
PAG
307
Private Advisor Group
New Jersey
$766K +$20.6K +211 +3%
BUB
308
BBVA USA Bancshares
Texas
$760K -$60.2K -616 -7%
WAM
309
World Asset Management
Michigan
$759K -$8.7K -89 -1%
TA
310
TFG Advisers
Michigan
$746K +$5.08K +52 +0.7%
SIA
311
Strategic Investment Advisors
Michigan
$739K +$4.79K +49 +0.7%
KAS
312
Kestra Advisory Services
Texas
$722K +$11.5K +118 New
OAM
313
Optimal Asset Management
California
$716K -$321K -3,290 -31%
PA
314
Probity Advisors
Texas
$716K +$74K +757 +12%
WCM
315
Weld Capital Management
New York
$716K +$715K +7,314 New
CI
316
Cigna Investments
Connecticut
$714K +$2.64K +27 +0.4%
CC
317
Cipher Capital
New York
$709K +$707K +7,239 New
CAN
318
Cetera Advisor Networks
California
$706K -$21.4K -219 -3%
RJT
319
Raymond James Trust
Florida
$703K -$68.9K -705 -9%
AAM
320
Advisors Asset Management
Colorado
$703K -$50.7K -519 -7%
LIA
321
LS Investment Advisors
Michigan
$695K +$6.55K +67 +1%
LPT
322
Legacy Private Trust
Wisconsin
$689K -$12.7K -130 -2%
GT
323
Glenview Trust
Kentucky
$686K -$84.2K -862 -11%
BFG
324
Barber Financial Group
Kansas
$677K -$2.74K -28 -0.4%
Los Angeles Capital Management
325
Los Angeles Capital Management
California
$671K -$4.29M -43,886 -86%

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.