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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
HIC
451
Hartline Investment Corp
Illinois
$224K
PTC
452
Private Trust Company
Ohio
$221K +$221K +2,258 New
NEWAS
453
N.E.W. Advisory Services
Wisconsin
$220K +$293 +3 +0.1%
IA
454
IFP Advisors
Florida
$219K +$17.2K +176 +9%
NAM
455
NTV Asset Management
West Virginia
$218K
MA
456
MANA Advisors
New York
$216K +$215K +2,203 New
CCM
457
Coldstream Capital Management
Washington
$215K +$215K +2,203 New
CCP
458
Corient Capital Partners
California
$212K -$14.3K -146 -6%
PNC
459
Park National Corp
Ohio
$212K +$211K +2,160 New
EH
460
Equitable Holdings
New York
$210K +$209K +2,143 New
NICM
461
Neo Ivy Capital Management
New York
$210K +$210K +2,151 New
CT
462
Coastline Trust
Rhode Island
$208K +$207K +2,115 New
WB
463
Webster Bank
Connecticut
$207K
HI
464
Horizon Investments
North Carolina
$205K -$239K -2,449 -54%
REMPR
465
Roof Eidam Maycock Peralta (REMP)
California
$205K +$205K +2,095 New
RHBC
466
R.H. Bluestein & Co
Michigan
$204K -$28.6K -293 -12%
OPA
467
Old Port Advisors
Maine
$200K +$200K +2,047 New
CWM
468
Cranbrook Wealth Management
Michigan
$199K +$4.2K +43 +2%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$198K
CFGS
470
Concourse Financial Group Securities
Alabama
$197K +$110K +1,126 +129%
DAM
471
Delta Asset Management
Tennessee
$194K
FC
472
FORA Capital
Florida
$190K -$427K -4,371 -69%
ALAM
473
Asahi Life Asset Management
Japan
$189K -$64.3K -658 -25%
Federated Hermes
474
Federated Hermes
Pennsylvania
$185K -$487K -4,982 -72%
Acadian Asset Management
475
Acadian Asset Management
Massachusetts
$178K -$6.22M -63,658 -97%

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.