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DTE Energy

672 hedge funds and large institutions have $19.2B invested in DTE Energy in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $10.5M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$1.98B)

1.61% more ownership

Funds ownership: 85.82%87.43% (+1.6%)

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 676672 (-4)

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 234

Holders
672
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
69
Increased
228
Reduced
234
Closed
68
Calls
$17.9M
Puts
$10.5M
Net Calls
+$7.41M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$276K +$46.5K +443 +22%
NICM
452
Neo Ivy Capital Management
New York
$274K +$254K +2,415 New
MIM
453
MTM Investment Management
South Carolina
$271K -$71.5K -681 -22%
FFG
454
Fortem Financial Group
California
$268K -$1.57K -15 -0.6%
MA
455
MCF Advisors
Kentucky
$268K
FMW
456
Farr Miller & Washington
District of Columbia
$268K +$1.26K +12 +0.5%
HSA
457
Hussman Strategic Advisors
Maryland
$266K
KeyBank National Association
458
KeyBank National Association
Ohio
$263K -$17K -162 -7%
FTC
459
Farmers Trust Company
Ohio
$263K -$1.05K -10 -0.4%
NEWAS
460
N.E.W. Advisory Services
Wisconsin
$263K +$105 +1 +0%
AWP
461
Abacus Wealth Partners
California
$262K
EWM
462
EPG Wealth Management
Georgia
$262K +$29.7K +283 +14%
PA
463
Planning Alternatives
Michigan
$260K +$241K +2,297 New
JCIA
464
Jackson Creek Investment Advisors
Colorado
$259K -$5.14K -49 -2%
HIC
465
Hartline Investment Corp
Illinois
$259K
CCP
466
Corient Capital Partners
California
$258K +$5.46K +52 +2%
PTC
467
Private Trust Company
Ohio
$257K -$6.61K -63 -3%
FHA
468
First Horizon Advisors
Tennessee
$256K +$144K +1,368 +154%
OFG
469
OmniStar Financial Group
North Carolina
$253K -$840 -8 -0.4%
NAM
470
NTV Asset Management
West Virginia
$252K
B
471
Barings
North Carolina
$252K +$234K +2,224 New
AA
472
Advisory Alpha
Michigan
$252K +$234K +2,225 New
SIM
473
Sentry Investment Management
Wisconsin
$251K -$1.11M -10,558 -83%
OPA
474
Old Port Advisors
Maine
$247K +$8.92K +85 +4%
CIC
475
Carnegie Investment Counsel
Ohio
$246K +$14.9K +142 +7%

DTE Hedge Fund Activity: Q1 2021 in Review

672 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2021, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DTE positions and 68 closed out — a net gain of 1 holder — while 228 added to existing stakes and 234 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $295M. The largest seller was Capital World Investors, cutting an estimated $152M.

  • 672 institutional investors held DTE Energy (DTE) as of Q1 2021, down from 676 in Q4 2020.
  • Funds reported $19.2B of DTE Energy stock for Q1 2021, up 12% quarter-over-quarter.
  • 69 funds opened new DTE Energy positions in Q1 2021 and 68 closed out, a net change of +1 holder.
  • The largest DTE Energy buyer in Q1 2021 was Capital Research Global Investors, an estimated $295M added.
  • The largest DTE Energy seller in Q1 2021 was Capital World Investors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2021.