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DTE Energy

676 hedge funds and large institutions have $17.2B invested in DTE Energy in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 203 increasing their positions, 239 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

28% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.63M

9% more funds holding

Funds holding: 620676 (+56)

5% more capital invested

Capital invested by funds: $16.3B → $17.2B (+$884M)

0.57% less ownership

Funds ownership: 86.39%85.82% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 239

Holders
676
Holders Change
+56
Holders Change %
+9.03%
% of All Funds
11.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
121
Increased
203
Reduced
239
Closed
58
Calls
$11.1M
Puts
$8.63M
Net Calls
+$2.43M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$333K +$1.05K +10 +0.3%
SW
427
SVB Wealth
Massachusetts
$330K -$2.95K -28 -0.9%
SBIA
428
Sheaff Brock Investment Advisors
Indiana
$317K -$14.3K -136 -4%
MIM
429
MTM Investment Management
South Carolina
$317K +$324K +3,071 New
CSIC
430
Clifford Swan Investment Counsel
California
$316K
C1AG
431
Client 1st Advisory Group
Florida
$314K
DPI
432
Diversified Portfolios Inc
Michigan
$309K +$12.4K +118 +4%
TC
433
Telemus Capital
Michigan
$307K -$4.95K -47 -2%
CCM
434
Coldstream Capital Management
Washington
$304K +$77.6K +736 +33%
PAM
435
Premier Asset Management
Illinois
$304K +$310K +2,939 New
AWM
436
Avior Wealth Management
Nebraska
$302K
DWP
437
Destiny Wealth Partners
Florida
$302K +$309K +2,927 New
IMRF
438
Illinois Municipal Retirement Fund
Illinois
$297K +$182K +1,725 +151%
CA
439
Calton & Associates
Florida
$292K +$16.4K +156 +6%
AWM
440
Affinity Wealth Management
Delaware
$290K +$297K +2,820 New
JF
441
Jump Financial
Illinois
$288K +$50.5K +479 +21%
BSW
442
Buckingham Strategic Wealth
Missouri
$288K +$51.1K +485 +21%
S
443
SignatureFD
Georgia
$286K +$211 +2 +0.1%
SC
444
Savant Capital
Illinois
$285K -$19.3K -183 -6%
ATWA
445
Arbor Trust Wealth Advisors
Michigan
$285K
GBBWRPM
446
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$283K
TWM
447
Titus Wealth Management
California
$282K +$287K +2,725 New
GT
448
Greenleaf Trust
Michigan
$281K -$3.27K -31 -1%
MF
449
Magnetar Financial
Illinois
$280K +$286K +2,711 New
BHWM
450
Bar Harbor Wealth Management
New Hampshire
$279K

DTE Hedge Fund Activity: Q4 2020 in Review

676 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2020, worth a combined $17.2B — up 5.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 203 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $153M.

  • 676 institutional investors held DTE Energy (DTE) as of Q4 2020, up from 620 in Q3 2020.
  • Funds reported $17.2B of DTE Energy stock for Q4 2020, up 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2020 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2020 was Capital Research Global Investors, an estimated $606M added.
  • The largest DTE Energy seller in Q4 2020 was JP Morgan Chase, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2020.