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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
HFAS
351
Hummer Financial Advisory Services
Illinois
$668K
GT
352
Glenview Trust
Kentucky
$656K -$12.3K -105 -2%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$653K -$28.1K -240 -4%
CAAS
354
Capital Asset Advisory Services
Michigan
$648K +$9.47K +81 +1%
RMCM
355
Reynders McVeigh Capital Management
Massachusetts
$638K -$41.4K -354 -6%
AIC
356
Aurora Investment Counsel
Georgia
$635K +$673K +5,755 New
B
357
BP
United Kingdom
$611K -$275K -2,355 -30%
RIM
358
Redpoint Investment Management
Australia
$608K
RJT
359
Raymond James Trust
Florida
$607K -$161K -1,378 -20%
NIM
360
NuWave Investment Management
New Jersey
$607K +$644K +5,506 New
MBT
361
Montecito Bank & Trust
California
$593K +$32.9K +281 +6%
TA
362
Tiedemann Advisors
New York
$591K -$26.7K -228 -4%
GWSG
363
GPS Wealth Strategies Group
Colorado
$588K +$56.1K +480 +10%
HBT
364
Heartland Bank & Trust
Illinois
$587K +$227K +1,940 +57%
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$586K +$53.4K +457 +9%
WJWM
366
Williams Jones Wealth Management
New York
$583K
CTC
367
Central Trust Company
Missouri
$580K -$1.4K -12 -0.2%
CFFP
368
Center for Financial Planning
Michigan
$580K +$351 +3 +0.1%
JMPWA
369
JP Morgan Private Wealth Advisors
California
$578K +$266K +2,274 +77%
PAS
370
Park Avenue Securities
New York
$574K +$73.9K +632 +14%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$572K -$42K -359 -6%
Rafferty Asset Management
372
Rafferty Asset Management
New York
$564K +$75.8K +648 +15%
SCA
373
Salient Capital Advisors
Texas
$555K +$588K +5,031 New
YIH
374
Y-Intercept (HK)
Hong Kong
$542K +$261K +2,228 +83%
ECM
375
Everence Capital Management
Indiana
$540K

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.