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DTE Energy
DTE

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652 → 703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.34% less ownership

Funds ownership: 72.24% → 71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$139M
2
ZP
Zimmer Partners
New York
+$130M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Millennium Management
Millennium Management
New York
+$48.4M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$46.4M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$763M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$50.9M
3
Goldman Sachs
Goldman Sachs
New York
-$47.5M
4
HF
HRT Financial
New York
-$24.4M
5
Ameriprise
Ameriprise
Minnesota
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
401
Wellington Shields & Co
New York
$418K – – –
MM
402
MQS Management
New York
$411K +$393K +3,434 New
WAM
403
Wolverine Asset Management
Illinois
$410K +$199K +1,737 +103%
CWA
404
Centennial Wealth Advisory
Michigan
$404K +$386K +3,376 New
FIM
405
Freedom Investment Management
Connecticut
$403K -$52K -455 -12%
AAS
406
Avantax Advisory Services
Texas
$399K +$11.2K +98 +3%
EF
407
Empirical Finance
Pennsylvania
$394K +$102K +892 +37%
FWIA
408
Fort Washington Investment Advisors
Ohio
$393K -$24.1K -211 -6%
SI
409
Stephens Inc
Arkansas
$388K -$76.2K -666 -17%
FNBSF
410
First National Bank Sioux Falls
South Dakota
$388K – – –
IAA
411
Independent Advisor Alliance
North Carolina
$388K +$3.66K +32 +1%
CS
412
Comerica Securities
Michigan
$386K +$366K +3,204 New
IRF
413
IBM Retirement Fund
New York
$382K -$307K -2,688 -46%
CFCI
414
Comprehensive Financial Consultants Institutional
Indiana
$375K +$352K +3,082 New
HW
415
Hancock Whitney
Mississippi
$373K -$11.9K -104 -3%
IC
416
Inscription Capital
Texas
$361K – – –
NB
417
NBT Bank
New York
$360K – – –
FNFDCM
418
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$359K – – –
GI
419
Gradient Investments
Minnesota
$359K +$114K +1,000 +50%
AWA
420
Acorn Wealth Advisors
Michigan
$358K +$2.17K +19 +0.6%
RIA
421
Regal Investment Advisors
Michigan
$356K +$457 +4 +0.1%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$355K -$1.6K -14 -0.5%
FTDI
423
First Trust Direct Indexing
Massachusetts
$354K -$114 -1 -0%
PAS
424
Park Avenue Securities
New York
$347K -$316K -2,766 -49%
Assenagon Asset Management
425
Assenagon Asset Management
Luxembourg
$345K +$330K +2,890 New
15 16
17
18 19

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.