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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
OAM
326
Optimal Asset Management
California
$756K
CIA
327
Capital Investment Advisors
Georgia
$754K -$84.2K -799 -10%
SIC
328
Sigma Investment Counselors
Michigan
$749K +$377K +3,572 +97%
PAMP
329
Polar Asset Management Partners
Ontario, Canada
$748K +$763K +7,238 New
WAM
330
World Asset Management
Michigan
$744K -$57.2K -543 -7%
NAM
331
NorthCoast Asset Management
Connecticut
$736K -$90.1K -855 -11%
RJT
332
Raymond James Trust
Florida
$735K -$7.38K -70 -1%
CAN
333
Cetera Advisor Networks
California
$730K -$15.1K -143 -2%
LPT
334
Legacy Private Trust
Wisconsin
$718K -$9.91K -94 -1%
Walleye Trading
335
Walleye Trading
New York
$712K +$727K +6,893 New
GT
336
Glenview Trust
Kentucky
$709K -$15.4K -146 -2%
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$709K
LIA
338
LS Investment Advisors
Michigan
$708K -$26.4K -250 -4%
GG
339
Gofen & Glossberg
Illinois
$695K
CAAS
340
Capital Asset Advisory Services
Michigan
$687K -$16.4K -156 -2%
PA
341
Pinnacle Associates
New York
$687K -$6.22K -59 -0.9%
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$677K +$65.5K +621 +10%
WJWM
343
Williams Jones Wealth Management
New York
$669K +$255K +2,417 +60%
PPW
344
Parcion Private Wealth
Washington
$665K
HFAS
345
Hummer Financial Advisory Services
Illinois
$651K -$33.2K -315 -5%
CCP
346
Clarkston Capital Partners
Michigan
$650K +$47K +446 +8%
LMAM
347
Legg Mason Asset Management
Japan
$649K +$662K +6,284 New
PCA
348
Peddock Capital Advisors
Massachusetts
$614K +$33.6K +319 +6%
UCFA
349
United Capital Financial Advisors
Texas
$605K -$21.8K -207 -3%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$604K +$86.4K +820 +16%

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.