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DTE Energy

685 hedge funds and large institutions have $18.3B invested in DTE Energy in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 237 increasing their positions, 218 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 66

2% more funds holding

Funds holding: 672685 (+13)

9% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 218

5% less capital invested

Capital invested by funds: $19.2B → $18.3B (-$893M)

1.56% less ownership

Funds ownership: 87.43%85.87% (-1.6%)

31% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $21.3M

Holders
685
Holders Change
+13
Holders Change %
+1.93%
% of All Funds
11.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
83
Increased
237
Reduced
218
Closed
66
Calls
$14.8M
Puts
$21.3M
Net Calls
-$6.5M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Sigma Investment Counselors
Michigan
$829K +$3.63K +31 +0.4%
TA
327
TFG Advisers
Michigan
$824K -$3.86K -33 -0.4%
Federated Hermes
328
Federated Hermes
Pennsylvania
$822K -$126K -1,077 -13%
FT
329
Fiduciary Trust
Massachusetts
$805K -$375K -3,210 -31%
M&T Bank
330
M&T Bank
New York
$791K -$24.8K -212 -3%
NAM
331
NorthCoast Asset Management
Connecticut
$789K +$1.87K +16 +0.2%
CI
332
Cigna Investments
Connecticut
$788K -$120K -1,028 -13%
BFG
333
Barber Financial Group
Kansas
$785K -$316K -2,698 -27%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$776K -$65.1K -557 -7%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$768K +$126K +1,079 +18%
IRF
336
IBM Retirement Fund
New York
$763K -$88.6K -758 -10%
CAM
337
CenterStar Asset Management
Illinois
$752K
LPT
338
Legacy Private Trust
Wisconsin
$751K -$16K -137 -2%
WAM
339
World Asset Management
Michigan
$737K -$26.4K -226 -3%
AF
340
Allworth Financial
California
$724K -$3.98K -34 -0.5%
UCFA
341
United Capital Financial Advisors
Texas
$723K +$51.1K +437 +7%
LMAM
342
Legg Mason Asset Management
Japan
$722K -$117 -1 -0%
PPW
343
Parcion Private Wealth
Washington
$710K
PA
344
Pinnacle Associates
New York
$708K
TRCT
345
Tower Research Capital (TRC)
New York
$707K -$3.1M -26,496 -81%
CCP
346
Clarkston Capital Partners
Michigan
$694K
AWA
347
Arkadios Wealth Advisors
Georgia
$693K +$432K +3,693 +142%
OC
348
Oppenheimer & Co
New York
$692K -$208K -1,781 -22%
PCA
349
Peddock Capital Advisors
Massachusetts
$673K +$42K +359 +6%
BCM
350
Brookstone Capital Management
Illinois
$673K +$100K +857 +14%

DTE Hedge Fund Activity: Q2 2021 in Review

685 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2021, worth a combined $18.3B — down 4.7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DTE positions and 66 closed out — a net gain of 17 holders — while 237 added to existing stakes and 218 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $144M. The largest seller was Capital World Investors, cutting an estimated $367M.

  • 685 institutional investors held DTE Energy (DTE) as of Q2 2021, up from 672 in Q1 2021.
  • Funds reported $18.3B of DTE Energy stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 83 funds opened new DTE Energy positions in Q2 2021 and 66 closed out, a net change of +17 holders.
  • The largest DTE Energy buyer in Q2 2021 was Sessa Capital, an estimated $144M added.
  • The largest DTE Energy seller in Q2 2021 was Capital World Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2021.