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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
HW
401
Hancock Whitney
Mississippi
$437K -$2.69K -23 -0.6%
V
402
Veritable
Delaware
$434K +$15K +128 +3%
AAS
403
Avantax Advisory Services
Texas
$428K -$1.75K -15 -0.4%
PAM
404
Premier Asset Management
Illinois
$426K +$24.8K +212 +6%
VI
405
Vestcor Inc
New Brunswick, Canada
$421K -$1.31M -11,165 -75%
FNBSF
406
First National Bank Sioux Falls
South Dakota
$421K
IAA
407
Independent Advisor Alliance
North Carolina
$412K
CC
408
Cipher Capital
New York
$410K +$435K +3,721 New
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$406K +$19.6K +168 +5%
RIA
410
Regal Investment Advisors
Michigan
$401K +$425K +3,637 New
Los Angeles Capital Management
411
Los Angeles Capital Management
California
$397K
IWP
412
Icon Wealth Partners
Texas
$396K
RIS
413
Retirement Income Solutions
Michigan
$393K -$52.7K -451 -11%
HIS
414
Horizon Investment Services
Indiana
$391K -$7.95K -68 -2%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$390K +$8.3K +71 +2%
FNFDCM
416
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$389K -$936 -8 -0.2%
PAM
417
Palisade Asset Management
Minnesota
$389K
AWA
418
Acorn Wealth Advisors
Michigan
$382K -$28.3K -242 -7%
AFAS
419
Acorn Financial Advisory Services
Virginia
$382K +$1.05K +9 +0.3%
OAM
420
Oppenheimer Asset Management
New York
$375K +$12.4K +106 +3%
SAS
421
Sanford Advisory Services
Michigan
$365K
NRS
422
Neville Rodie & Shaw
New York
$363K
FTDI
423
First Trust Direct Indexing
Massachusetts
$363K +$73.6K +629 +24%
WPIC
424
White Pine Investment Company
Michigan
$356K -$112K -960 -23%
AIP
425
Ameritas Investment Partners
Nebraska
$356K -$23.3K -199 -6%

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.