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DTE Energy

672 hedge funds and large institutions have $19.2B invested in DTE Energy in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $10.5M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$1.98B)

1.61% more ownership

Funds ownership: 85.82%87.43% (+1.6%)

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 676672 (-4)

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 234

Holders
672
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
69
Increased
228
Reduced
234
Closed
68
Calls
$17.9M
Puts
$10.5M
Net Calls
+$7.41M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
AlphaCrest Capital Management
New York
$464K -$715K -6,812 -62%
MCM
377
MAI Capital Management
Ohio
$456K +$16.8K +160 +4%
JCM
378
Jacobi Capital Management
Pennsylvania
$455K +$1.89K +18 +0.5%
RIS
379
Retirement Income Solutions
Michigan
$455K +$5.46K +52 +1%
HW
380
Hancock Whitney
Mississippi
$452K -$32K -305 -7%
AAS
381
Avantax Advisory Services
Texas
$442K -$28.9K -275 -7%
FNBSF
382
First National Bank Sioux Falls
South Dakota
$432K +$29K +276 +8%
XT
383
XTX Topco
Cayman Islands
$428K +$397K +3,779 New
IAA
384
Independent Advisor Alliance
North Carolina
$423K -$58.9K -561 -13%
RFC
385
Regions Financial Corp
Alabama
$422K -$59.6K -568 -13%
AWA
386
Acorn Wealth Advisors
Michigan
$420K +$28.8K +274 +8%
AAM
387
Advisors Asset Management
Colorado
$414K -$213K -2,026 -36%
PAM
388
Premier Asset Management
Illinois
$414K +$75.1K +715 +24%
HIS
389
Horizon Investment Services
Indiana
$409K -$13.2K -126 -3%
Los Angeles Capital Management
390
Los Angeles Capital Management
California
$408K -$342K -3,254 -47%
IWP
391
Icon Wealth Partners
Texas
$407K +$377K +3,590 New
IC
392
Inscription Capital
Texas
$403K
PI
393
Putnam Investments
Massachusetts
$402K -$1.25M -11,898 -77%
FNFDCM
394
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$401K
AFAS
395
Acorn Financial Advisory Services
Virginia
$400K -$420 -4 -0.1%
PAM
396
Palisade Asset Management
Minnesota
$399K
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$398K
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$392K -$11.2K -107 -3%
AIP
399
Ameritas Investment Partners
Nebraska
$388K +$210 +2 +0.1%
HBT
400
Heartland Bank & Trust
Illinois
$383K

DTE Hedge Fund Activity: Q1 2021 in Review

672 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2021, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DTE positions and 68 closed out — a net gain of 1 holder — while 228 added to existing stakes and 234 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $295M. The largest seller was Capital World Investors, cutting an estimated $152M.

  • 672 institutional investors held DTE Energy (DTE) as of Q1 2021, down from 676 in Q4 2020.
  • Funds reported $19.2B of DTE Energy stock for Q1 2021, up 12% quarter-over-quarter.
  • 69 funds opened new DTE Energy positions in Q1 2021 and 68 closed out, a net change of +1 holder.
  • The largest DTE Energy buyer in Q1 2021 was Capital Research Global Investors, an estimated $295M added.
  • The largest DTE Energy seller in Q1 2021 was Capital World Investors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2021.