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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
GIA
426
Gateway Investment Advisers
Ohio
$348K -$11.7K -100 -3%
WI
427
Wintrust Investments
Illinois
$347K
CIBC World Market
428
CIBC World Market
Ontario, Canada
$342K +$427K +3,648 New
SBIA
429
Sheaff Brock Investment Advisors
Indiana
$338K
MC
430
Machina Capital
France
$338K +$422K +3,606 New
QVT
431
Quantitative Value Technologies
Kansas
$337K -$12.9K -110 -3%
CCM
432
Coldstream Capital Management
Washington
$337K +$9.59K +82 +3%
VPIM
433
Vanguard Personalized Indexing Management
California
$337K +$28.4K +243 +9%
SW
434
SVB Wealth
Massachusetts
$334K -$28.7K -245 -7%
PCS
435
Personal CFO Solutions
New Jersey
$331K -$2.69K -23 -0.8%
SW
436
SkyOak Wealth
Michigan
$329K -$13.8K -118 -4%
C1AG
437
Client 1st Advisory Group
Florida
$329K
WCM
438
WealthBridge Capital Management
Ohio
$325K
NICM
439
Neo Ivy Capital Management
New York
$325K +$62.5K +534 +22%
CI
440
Conning Inc
Connecticut
$319K -$31.8K -272 -9%
IMRF
441
Illinois Municipal Retirement Fund
Illinois
$317K
EFS
442
Essex Financial Services
Connecticut
$316K
Lido Advisors
443
Lido Advisors
California
$314K +$47.7K +408 +17%
CA
444
Calton & Associates
Florida
$307K -$3.27K -28 -1%
BSW
445
Buckingham Strategic Wealth
Missouri
$305K +$23.7K +203 +8%
TWM
446
Titus Wealth Management
California
$301K
ATWA
447
Arbor Trust Wealth Advisors
Michigan
$300K
BHWM
448
Bar Harbor Wealth Management
New Hampshire
$298K
BAM
449
Belpointe Asset Management
Nevada
$298K +$71.9K +615 +29%
NFG
450
Next Financial Group
Texas
$296K -$26.8K -229 -8%

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.