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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
YIH
351
Y-Intercept (HK)
Hong Kong
$599K +$621K +5,887 New
AAM
352
Advisors Asset Management
Colorado
$587K -$158K -1,499 -21%
TA
353
Tiedemann Advisors
New York
$580K -$5.84M -55,388 -91%
HAG
354
HighPoint Advisor Group
Illinois
$577K +$59.3K +563 +11%
BPA
355
Beacon Pointe Advisors
California
$575K +$25.9K +246 +5%
MCWS
356
McKinley Carter Wealth Services
West Virginia
$573K +$585K +5,546 New
RIM
357
Redpoint Investment Management
Australia
$569K +$164K +1,555 +39%
CTC
358
Central Trust Company
Missouri
$544K
CFFP
359
Center for Financial Planning
Michigan
$536K +$28.9K +274 +6%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$531K +$139K +1,319 +35%
DCM
361
Dupont Capital Management
Delaware
$517K -$114K -1,083 -18%
MYAM
362
Meiji Yasuda Asset Management
Japan
$514K +$202K +1,915 +63%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$513K -$582K -5,526 -53%
MBT
364
Montecito Bank & Trust
California
$513K -$15.6K -148 -3%
ECM
365
Everence Capital Management
Indiana
$506K -$334K -3,172 -39%
SI
366
Stephens Inc
Arkansas
$504K -$27.6K -262 -5%
FIM
367
Freedom Investment Management
Connecticut
$501K +$511K +4,845 New
WPIC
368
White Pine Investment Company
Michigan
$499K +$422 +4 +0.1%
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$499K +$170K +1,610 +51%
DC
370
Davenport & Co
Virginia
$487K -$80.4K -763 -14%
PHK
371
Point72 Hong Kong
Hong Kong
$473K -$606K -5,746 -56%
GWSG
372
GPS Wealth Strategies Group
Colorado
$473K -$43.1K -409 -8%
V
373
Veritable
Delaware
$462K -$9.49K -90 -2%
NP
374
Ninepoint Partners
Ontario, Canada
$452K +$461K +4,373 New
IAA
375
Independent Advisor Alliance
North Carolina
$444K -$85.9K -815 -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.