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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
GWSG
351
GPS Wealth Strategies Group
Colorado
$488K +$487K +4,986 New
CFFP
352
Center for Financial Planning
Michigan
$481K -$15.1K -155 -3%
RFC
353
Regions Financial Corp
Alabama
$475K -$16.2K -166 -3%
WPIC
354
White Pine Investment Company
Michigan
$473K -$339K -3,473 -42%
V
355
Veritable
Delaware
$447K -$104K -1,060 -19%
WCM
356
WealthBridge Capital Management
Ohio
$447K +$98 +1 +0%
CF
357
Copperwynd Financial
Arizona
$430K -$10.2K -104 -2%
HW
358
Hancock Whitney
Mississippi
$426K -$4.4K -45 -1%
ACM
359
Azimuth Capital Management
Michigan
$425K
TCM
360
Teza Capital Management
Illinois
$420K -$3.29M -33,677 -89%
JCM
361
Jacobi Capital Management
Pennsylvania
$412K -$3.13K -32 -0.8%
WSC
362
Wellington Shields & Co
New York
$411K
NB
363
NBT Bank
New York
$409K
AG
364
AlphaSimPlex Group
Massachusetts
$403K +$148K +1,517 +58%
BCM
365
Bayesian Capital Management
New York
$403K +$402K +4,113 New
CC
366
Chicago Capital
Illinois
$402K
WJWM
367
Williams Jones Wealth Management
New York
$397K
KFA
368
Krane Funds Advisors
New York
$389K +$388K +3,972 New
RIM
369
Redpoint Investment Management
Australia
$387K -$1.27M -12,995 -77%
MCM
370
MAI Capital Management
Ohio
$386K +$3.03K +31 +0.8%
HIS
371
Horizon Investment Services
Indiana
$381K -$64.7K -662 -15%
Rafferty Asset Management
372
Rafferty Asset Management
New York
$374K -$175K -1,786 -32%
AFAS
373
Acorn Financial Advisory Services
Virginia
$371K +$1.07K +11 +0.3%
AIP
374
Ameritas Investment Partners
Nebraska
$361K +$11.5K +118 +3%
SIC
375
Sigma Investment Counselors
Michigan
$360K -$610K -6,248 -63%

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.