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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
AFG
451
Allegheny Financial Group
Pennsylvania
$296K +$314K +2,686 New
CSIC
452
Clifford Swan Investment Counsel
California
$294K -$13.7K -117 -4%
EF
453
Empirical Finance
Pennsylvania
$293K +$48.1K +411 +18%
SP
454
Symmetry Partners
Connecticut
$292K
IIC
455
Integrated Investment Consultants
Michigan
$290K
EWM
456
EPG Wealth Management
Georgia
$289K +$36.5K +312 +14%
PI
457
Putnam Investments
Massachusetts
$286K -$112K -956 -27%
CDH
458
Charles D. Hyman
$285K
CAM
459
Centre Asset Management
New York
$284K
AWM
460
Affinity Wealth Management
Delaware
$281K +$3.16K +27 +1%
KeyBank National Association
461
KeyBank National Association
Ohio
$281K +$26.9K +230 +10%
PSP
462
Principal Street Partners
Tennessee
$277K -$483K -4,130 -62%
KPWS
463
Kestra Private Wealth Services
Texas
$276K +$293K +2,502 New
OIA
464
OneDigital Investment Advisors
Kansas
$272K
AIM
465
Aspen Investment Management
Michigan
$271K
LNC
466
Lincoln National Corp
Pennsylvania
$269K +$234 +2 +0.1%
JIP
467
JBJ Investment Partners
South Carolina
$267K +$283K +2,418 New
CCP
468
Corient Capital Partners
California
$265K +$14.9K +127 +6%
MIM
469
MTM Investment Management
South Carolina
$264K
AWP
470
Abacus Wealth Partners
California
$262K +$7.25K +62 +3%
MA
471
MCF Advisors
Kentucky
$261K
FMW
472
Farr Miller & Washington
District of Columbia
$260K
TC
473
Telemus Capital
Michigan
$256K -$15.7K -134 -5%
HIC
474
Hartline Investment Corp
Illinois
$252K
FTC
475
Farmers Trust Company
Ohio
$250K -$6.9K -59 -3%

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.