We are live on ! Find out more
DTE icon

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
MCM
376
MAI Capital Management
Ohio
$533K +$95K +812 +20%
VVP
377
Venture Visionary Partners
Ohio
$528K
SWM
378
Spire Wealth Management
Virginia
$526K -$262K -2,242 -32%
SI
379
Stephens Inc
Arkansas
$512K +$8.19K +70 +2%
PWMG
380
Pinnacle Wealth Management Group
Michigan
$512K +$543K +4,644 New
KFA
381
Krane Funds Advisors
New York
$510K -$68.6K -587 -11%
SC
382
Savant Capital
Illinois
$499K +$207K +1,768 +64%
CC
383
Chicago Capital
Illinois
$498K +$48.1K +411 +10%
CF
384
Copperwynd Financial
Arizona
$494K +$14K +120 +3%
PAMP
385
Polar Asset Management Partners
Ontario, Canada
$492K +$522K +4,464 New
NA
386
NewEdge Advisors
Louisiana
$481K +$510K +4,360 New
VIA
387
Vident Investment Advisory
Georgia
$476K +$504K +4,312 New
DPI
388
Diversified Portfolios Inc
Michigan
$475K +$167K +1,431 +50%
GT
389
Greenleaf Trust
Michigan
$474K +$14.7K +126 +3%
AG
390
AlphaSimPlex Group
Massachusetts
$470K
SEC
391
Seven Eight Capital
New York
$463K +$577K +4,935 New
QI
392
Qtron Investments
Massachusetts
$462K +$490K +4,189 New
NB
393
NBT Bank
New York
$461K
Vontobel Holding
394
Vontobel Holding
Switzerland
$455K -$2.09M -17,880 -81%
WSC
395
Wellington Shields & Co
New York
$454K
JCM
396
Jacobi Capital Management
Pennsylvania
$452K +$10.3K +88 +2%
HI
397
Horizon Investments
North Carolina
$450K -$116K -995 -17%
RFC
398
Regions Financial Corp
Alabama
$448K +$39.9K +341 +9%
DC
399
Davenport & Co
Virginia
$442K +$234 +2 +0%
FIM
400
Freedom Investment Management
Connecticut
$440K -$43.9K -375 -9%

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.