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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
N
26
Nuveen
North Carolina
$83.4M -$13.4M -136,824 -14%
Morgan Stanley
27
Morgan Stanley
New York
$81.2M +$40.5M +414,608 +100%
PPA
28
Parametric Portfolio Associates
Washington
$79.3M -$5.66M -57,966 -7%
EIP
29
Energy Income Partners
Connecticut
$78.5M +$7.55M +77,306 +11%
UBS AM
30
UBS AM
Illinois
$75.2M -$100K -1,028 -0.1%
Boston Partners
31
Boston Partners
Massachusetts
$72.5M -$87.8M -898,396 -55%
Invesco
32
Invesco
Georgia
$71.7M -$1.76M -18,055 -2%
Allianz Asset Management
33
Allianz Asset Management
Germany
$70.7M -$22.8M -233,343 -24%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.9M +$1.58M +16,136 +2%
First Trust Advisors
35
First Trust Advisors
Illinois
$69.3M +$2.76M +28,204 +4%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$67.5M +$215K +2,201 +0.3%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$66.4M +$460K +4,707 +0.7%
Cohen & Steers
38
Cohen & Steers
New York
$62.6M +$242K +2,472 +0.4%
ClearBridge Investments
39
ClearBridge Investments
New York
$59M +$9.02M +92,313 +18%
Wells Fargo
40
Wells Fargo
California
$57.1M -$2.6M -26,586 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$56.9M -$26.4M -270,257 -32%
Jennison Associates
42
Jennison Associates
New York
$56.9M -$1.07M -10,912 -2%
WHG
43
Westwood Holdings Group
Texas
$56.4M -$20K -205 -0%
Baillie Gifford & Co
44
Baillie Gifford & Co
United Kingdom
$54.9M +$17M +174,345 +45%
Barclays
45
Barclays
United Kingdom
$54.9M +$32.8M +335,554 +149%
Deutsche Bank
46
Deutsche Bank
Germany
$47.9M +$11.4M +116,980 +31%
WHRC
47
W.H. Reaves & Co
New Jersey
$46M -$619K -6,333 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$45.9M -$25.5M -261,317 -36%
RCAMU
49
Rothschild & Co Asset Management US
Connecticut
$43.8M -$16.8M -172,056 -28%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$40.5M -$1.48M -15,161 -4%

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.