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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
ACM
376
AlphaCrest Capital Management
New York
$357K -$414K -4,234 -54%
CI
377
Conning Inc
Connecticut
$354K +$11.4K +117 +3%
PAS
378
Park Avenue Securities
New York
$350K +$349K +3,577 New
IC
379
Inscription Capital
Texas
$348K
FNBSF
380
First National Bank Sioux Falls
South Dakota
$346K
FNFDCM
381
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$346K
PAM
382
Palisade Asset Management
Minnesota
$345K
AWA
383
Acorn Wealth Advisors
Michigan
$344K +$16.1K +165 +5%
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$343K +$2.54K +26 +0.7%
TCOT
385
Trust Company of Toledo
Ohio
$339K
RIS
386
Retirement Income Solutions
Michigan
$335K +$4.98K +51 +2%
C1AG
387
Client 1st Advisory Group
Florida
$330K
GIA
388
Gateway Investment Advisers
Ohio
$326K -$3.13K -32 -1%
GCP
389
GSA Capital Partners
United Kingdom
$325K +$324K +3,321 New
NRS
390
Neville Rodie & Shaw
New York
$322K -$80.4K -823 -20%
WI
391
Wintrust Investments
Illinois
$321K
EGM
392
Engineers Gate Manager
New York
$316K +$315K +3,229 New
SW
393
SVB Wealth
Massachusetts
$315K -$17.4K -178 -5%
SW
394
SkyOak Wealth
Michigan
$315K
TPCW
395
TD Private Client Wealth
New York
$314K -$39.2K -401 -11%
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$314K +$2.35K +24 +0.8%
TC
397
Telemus Capital
Michigan
$307K -$11.5K -118 -4%
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$307K +$66.3K +679 +27%
JMPWA
399
JP Morgan Private Wealth Advisors
California
$305K -$13.7K -140 -4%
CCM
400
Cadence Capital Management
Massachusetts
$302K -$63.4K -649 -17%

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.