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DTE Energy

620 hedge funds and large institutions have $16.3B invested in DTE Energy in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 239 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $10.6M

6% more capital invested

Capital invested by funds: $15.4B → $16.3B (+$881M)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0% less funds holding

Funds holding: 622620 (-2)

0.87% less ownership

Funds ownership: 87.27%86.39% (-0.87%)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 239

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
620
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
12.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
68
Increased
188
Reduced
239
Closed
64
Calls
$24.2M
Puts
$10.6M
Net Calls
+$13.6M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
426
Keystone Financial Group (Kentucky)
Kentucky
$257K +$36.7K +376 +17%
UB
427
UMB Bank
Missouri
$254K
CDH
428
Charles D. Hyman
$253K -$20.4K -209 -7%
AIM
429
Aspen Investment Management
Michigan
$249K
IIC
430
Integrated Investment Consultants
Michigan
$249K
AT
431
Arden Trust
Delaware
$247K +$246K +2,516 New
OIA
432
OneDigital Investment Advisors
Kansas
$242K -$10.1K -103 -4%
SCM
433
Schnieders Capital Management
California
$241K
TMAM
434
Tokio Marine Asset Management
Japan
$240K -$336K -3,441 -58%
FMC
435
First Merchants Corp
Indiana
$238K -$17.9K -183 -7%
LNC
436
Lincoln National Corp
Pennsylvania
$238K +$98 +1 +0%
FFG
437
Fortem Financial Group
California
$233K -$696K -7,127 -75%
OAM
438
Oppenheimer Asset Management
New York
$233K -$107K -1,095 -31%
WCA
439
Waratah Capital Advisors
Ontario, Canada
$233K +$232K +2,377 New
IAP
440
Indie Asset Partners
Indiana
$232K
MA
441
MCF Advisors
Kentucky
$231K
FMW
442
Farr Miller & Washington
District of Columbia
$230K
HSA
443
Hussman Strategic Advisors
Maryland
$230K
JCIA
444
Jackson Creek Investment Advisors
Colorado
$230K +$230K +2,349 New
BFM
445
Boothbay Fund Management
New York
$230K +$230K +2,350 New
KeyBank National Association
446
KeyBank National Association
Ohio
$227K -$98.6K -1,009 -30%
FTC
447
Farmers Trust Company
Ohio
$227K +$5.18K +53 +2%
JF
448
Jump Financial
Illinois
$226K +$225K +2,307 New
LS
449
Livforsakringsbolaget Skandia
Sweden
$225K
BSW
450
Buckingham Strategic Wealth
Missouri
$225K +$225K +2,299 New

DTE Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2020, worth a combined $16.3B — up 5.7% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 64 closed out — a net gain of 4 holders — while 188 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was Nordea Investment Management, cutting an estimated $188M.

  • 620 institutional investors held DTE Energy (DTE) as of Q3 2020, down from 622 in Q2 2020.
  • Funds reported $16.3B of DTE Energy stock for Q3 2020, up 5.7% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2020 and 64 closed out, a net change of +4 holders.
  • The largest DTE Energy buyer in Q3 2020 was Capital Research Global Investors, an estimated $286M added.
  • The largest DTE Energy seller in Q3 2020 was Nordea Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2020.