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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
LS
401
Livforsakringsbolaget Skandia
Sweden
$380K
SAS
402
Sanford Advisory Services
Michigan
$375K
NRS
403
Neville Rodie & Shaw
New York
$373K
OAM
404
Oppenheimer Asset Management
New York
$373K +$102K +972 +42%
SW
405
SVB Wealth
Massachusetts
$371K +$8.92K +85 +3%
GIA
406
Gateway Investment Advisers
Ohio
$368K -$14.9K -142 -4%
SW
407
SkyOak Wealth
Michigan
$360K -$24.9K -237 -7%
QVT
408
Quantitative Value Technologies
Kansas
$359K +$333K +3,167 New
CI
409
Conning Inc
Connecticut
$358K -$18.5K -176 -5%
WI
410
Wintrust Investments
Illinois
$356K +$330K +3,143 New
SPIA
411
Steward Partners Investment Advisory
New York
$351K +$220K +2,095 +210%
TPCW
412
TD Private Client Wealth
New York
$349K -$14.7K -140 -4%
SBIA
413
Sheaff Brock Investment Advisors
Indiana
$348K
CSIC
414
Clifford Swan Investment Counsel
California
$346K
TCM
415
Teza Capital Management
Illinois
$346K +$321K +3,057 New
PCS
416
Personal CFO Solutions
New Jersey
$342K -$102K -969 -24%
AWM
417
Affinity Wealth Management
Delaware
$340K +$2.31K +22 +0.8%
C1AG
418
Client 1st Advisory Group
Florida
$338K
JMPWA
419
JP Morgan Private Wealth Advisors
California
$337K -$103K -980 -25%
CCM
420
Coldstream Capital Management
Washington
$337K +$3.57K +34 +1%
IA
421
Icon Advisers
Colorado
$333K -$666K -6,345 -68%
WCM
422
WealthBridge Capital Management
Ohio
$333K -$114K -1,084 -27%
AWM
423
Avior Wealth Management
Nebraska
$331K
NFG
424
Next Financial Group
Texas
$331K +$135K +1,290 +79%
VF
425
Virtu Financial
New York
$330K +$306K +2,916 New

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.