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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
RFC
376
Regions Financial Corp
Alabama
$443K -$59K -560 -12%
CF
377
Copperwynd Financial
Arizona
$443K -$10.4K -99 -2%
HW
378
Hancock Whitney
Mississippi
$443K -$6.75K -64 -1%
AG
379
AlphaSimPlex Group
Massachusetts
$440K +$15K +142 +3%
ACM
380
Azimuth Capital Management
Michigan
$435K -$13.2K -125 -3%
WSC
381
Wellington Shields & Co
New York
$433K
AAS
382
Avantax Advisory Services
Texas
$431K -$1.02M -9,669 -70%
NB
383
NBT Bank
New York
$431K
CC
384
Chicago Capital
Illinois
$424K
HT
385
Heritage Trust
Oklahoma
$424K +$433K +4,107 New
RIS
386
Retirement Income Solutions
Michigan
$423K +$57.7K +547 +16%
Vontobel Holding
387
Vontobel Holding
Switzerland
$417K +$427K +4,053 New
WCM
388
WealthBridge Capital Management
Ohio
$416K -$56.4K -535 -12%
JCM
389
Jacobi Capital Management
Pennsylvania
$413K -$22.5K -213 -5%
PCS
390
Personal CFO Solutions
New Jersey
$412K +$4.95K +47 +1%
JMPWA
391
JP Morgan Private Wealth Advisors
California
$408K +$88.1K +836 +27%
E
392
Ergoteles
New York
$407K -$1.13M -10,751 -73%
MC
393
Maverick Capital
Texas
$404K +$412K +3,907 New
NIM
394
NuWave Investment Management
New Jersey
$403K +$410K +3,890 +29,923%
MCM
395
MAI Capital Management
Ohio
$399K -$8.12K -77 -2%
WG
396
Winton Group
United Kingdom
$388K -$1.39M -13,175 -78%
HIS
397
Horizon Investment Services
Indiana
$386K -$15.9K -151 -4%
PAS
398
Park Avenue Securities
New York
$384K +$14.8K +140 +4%
TI
399
Trexquant Investment
Connecticut
$384K +$391K +3,712 New
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
$382K -$11M -104,817 -97%

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.