We are live on ! Find out more
DTE icon

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
CAAS
326
Capital Asset Advisory Services
Michigan
$667K +$93.4K +956 +16%
GG
327
Gofen & Glossberg
Illinois
$659K
PA
328
Pinnacle Associates
New York
$657K
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$651K +$117K +1,198 +22%
HFAS
330
Hummer Financial Advisory Services
Illinois
$648K
SAM
331
Secure Asset Management
Michigan
$637K +$3.13K +32 +0.5%
PPW
332
Parcion Private Wealth
Washington
$625K
DCM
333
Dupont Capital Management
Delaware
$596K -$16.3K -167 -3%
UCFA
334
United Capital Financial Advisors
Texas
$594K +$71.5K +732 +14%
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$581K +$35.9K +367 +7%
JG
336
Jefferies Group
New York
$575K +$574K +5,875 New
CCP
337
Clarkston Capital Partners
Michigan
$572K
LFG
338
LifePlan Financial Group
Ohio
$561K
PCA
339
Peddock Capital Advisors
Massachusetts
$551K +$5.08K +52 +0.9%
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
$546K
IG
341
ING Group
Netherlands
$544K +$543K +5,553 New
DC
342
Davenport & Co
Virginia
$536K -$50.5K -517 -9%
HAG
343
HighPoint Advisor Group
Illinois
$535K -$13.7K -140 -3%
BPA
344
Beacon Pointe Advisors
California
$522K +$6.35K +65 +1%
CTC
345
Central Trust Company
Missouri
$517K -$3.22K -33 -0.6%
SI
346
Stephens Inc
Arkansas
$503K +$30K +307 +6%
MBT
347
Montecito Bank & Trust
California
$501K -$15.7K -161 -3%
IAA
348
Independent Advisor Alliance
North Carolina
$500K -$132K -1,356 -21%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$492K -$7.82K -80 -2%
NFG
350
Next Financial Group
Texas
$492K +$171K +1,748 +54%

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.