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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
SS
301
Simplicity Solutions
Minnesota
$871K +$888K +8,425 New
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$870K +$887K +8,415 New
IRF
303
IBM Retirement Fund
New York
$866K -$83.3K -790 -9%
PGAM
304
Princeton Global Asset Management
New Jersey
$864K +$12.3K +117 +1%
MWM
305
Midwest Wealth Management
Indiana
$862K +$880K +8,344 New
NSIM
306
North Star Investment Management
Illinois
$861K +$1.79K +17 +0.2%
RMCM
307
Reynders McVeigh Capital Management
Massachusetts
$859K -$18.4K -175 -2%
BC
308
Burleson & Co
California
$857K
Cohen & Steers
309
Cohen & Steers
New York
$855K -$66.5M -630,950 -99%
CCM
310
Courage Capital Management
Tennessee
$854K +$6.11K +58 +0.7%
Verition Fund Management
311
Verition Fund Management
Connecticut
$847K +$557K +5,280 +181%
TRCT
312
Tower Research Capital (TRC)
New York
$845K -$963K -9,131 -53%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$834K -$10.1K -96 -1%
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$828K +$143K +1,360 +20%
CI
315
Cigna Investments
Connecticut
$825K +$72.6K +689 +9%
BWA
316
BDO Wealth Advisors
Florida
$823K -$10.3K -98 -1%
PAG
317
Private Advisor Group
New Jersey
$811K +$2.21K +21 +0.3%
GFG
318
Greystone Financial Group
Michigan
$807K +$826K +7,835 New
OC
319
Oppenheimer & Co
New York
$799K -$25.3K -240 -3%
SAM
320
Secure Asset Management
Michigan
$799K +$129K +1,225 +19%
Schroder Investment Management Group
321
Schroder Investment Management Group
United Kingdom
$794K +$218K +2,065 +37%
BUB
322
BBVA USA Bancshares
Texas
$792K -$8.64K -82 -1%
APA
323
American Portfolios Advisors
New York
$784K -$30.1K -286 -4%
TA
324
TFG Advisers
Michigan
$782K -$5.8K -55 -0.7%
BFG
325
Barber Financial Group
Kansas
$757K +$43.4K +412 +6%

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.