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DTE Energy

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: 652703 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
426
Sanford Advisory Services
Michigan
$337K
WI
427
Wintrust Investments
Illinois
$337K
PL
428
Pluribus Labs
California
$331K +$317K +2,773 New
WPIC
429
White Pine Investment Company
Michigan
$329K +$343 +3 +0.1%
Cerity Partners
430
Cerity Partners
New York
$324K +$308K +2,696 New
CL
431
CSS LLC
Illinois
$323K
Lido Advisors
432
Lido Advisors
California
$314K +$23.3K +204 +8%
SBIA
433
Sheaff Brock Investment Advisors
Indiana
$311K
CI
434
CPR Investments
Michigan
$310K +$303K +2,646 New
LNC
435
Lincoln National Corp
Pennsylvania
$309K +$58.9K +515 +25%
CSIC
436
Clifford Swan Investment Counsel
California
$307K +$7.78K +68 +3%
EWM
437
EPG Wealth Management
Georgia
$306K +$23K +201 +9%
C1AG
438
Client 1st Advisory Group
Florida
$304K
SW
439
SkyOak Wealth
Michigan
$303K
JCM
440
J2 Capital Management
Michigan
$302K +$289K +2,528 New
WCM
441
WealthBridge Capital Management
Ohio
$299K -$229 -2 -0.1%
RGF
442
Retirement Guys Formula
Ohio
$295K +$282K +2,465 New
PSP
443
Principal Street Partners
Tennessee
$294K -$10.1K -88 -3%
AWM
444
Affinity Wealth Management
Delaware
$293K +$1.94K +17 +0.7%
BBA
445
Braun-Bostich & Associates
Pennsylvania
$293K +$281K +2,459 New
OIA
446
OneDigital Investment Advisors
Kansas
$290K -$1.03K -9 -0.4%
ED
447
Exane Derivatives
France
$286K -$8.23K -72 -3%
VI
448
Vestcor Inc
New Brunswick, Canada
$286K -$52.9K -463 -16%
KPWS
449
Kestra Private Wealth Services
Texas
$285K +$5.6K +49 +2%
VCG
450
Vantage Consulting Group
Virginia
$284K +$22.9K +200 +9%

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.