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DTE Energy

676 hedge funds and large institutions have $17.2B invested in DTE Energy in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 203 increasing their positions, 239 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

28% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.63M

9% more funds holding

Funds holding: 620676 (+56)

5% more capital invested

Capital invested by funds: $16.3B → $17.2B (+$884M)

0.57% less ownership

Funds ownership: 86.39%85.82% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 239

Holders
676
Holders Change
+56
Holders Change %
+9.03%
% of All Funds
11.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
121
Increased
203
Reduced
239
Closed
58
Calls
$11.1M
Puts
$8.63M
Net Calls
+$2.43M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$82.8M -$923K -8,754 -1%
Bank of America
27
Bank of America
North Carolina
$81.2M -$16M -152,027 -16%
Morgan Stanley
28
Morgan Stanley
New York
$80.3M -$5.52M -52,338 -6%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$72.5M +$1.29M +12,242 +2%
First Trust Advisors
30
First Trust Advisors
Illinois
$72M -$1.17M -11,071 -2%
UBS AM
31
UBS AM
Illinois
$68.7M -$10.8M -102,860 -13%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.7M -$5.22M -49,552 -7%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$68.2M -$1.86M -17,661 -3%
N
34
Nuveen
North Carolina
$65.9M -$22.6M -214,525 -25%
ClearBridge Investments
35
ClearBridge Investments
New York
$62.3M +$63.7K +604 +0.1%
Goldman Sachs
36
Goldman Sachs
New York
$59.9M -$50.7M -480,662 -45%
WHG
37
Westwood Holdings Group
Texas
$58.9M -$666K -6,319 -1%
WHRC
38
W.H. Reaves & Co
New Jersey
$58.6M +$10.2M +96,999 +21%
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$58.1M +$86.1K +817 +0.1%
Wells Fargo
40
Wells Fargo
California
$57.2M -$3.06M -29,037 -5%
Allianz Asset Management
41
Allianz Asset Management
Germany
$52M -$23.1M -219,430 -30%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$48.3M -$141M -1,333,429 -74%
Deutsche Bank
43
Deutsche Bank
Germany
$46.7M -$3.88M -36,833 -8%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$44.1M +$18.7M +177,439 +71%
MAM
45
Martingale Asset Management
Massachusetts
$43.7M +$8.99M +85,277 +25%
Victory Capital Management
46
Victory Capital Management
Texas
$43.5M +$799K +7,582 +2%
RCAMU
47
Rothschild & Co Asset Management US
Connecticut
$42.9M -$3.37M -32,007 -7%
AQR Capital Management
48
AQR Capital Management
Connecticut
$41.8M -$6.03M -57,213 -12%
Millennium Management
49
Millennium Management
New York
$41.7M +$33.9M +321,832 +394%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$40.8M +$91K +863 +0.2%

DTE Hedge Fund Activity: Q4 2020 in Review

676 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2020, worth a combined $17.2B — up 5.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 203 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $153M.

  • 676 institutional investors held DTE Energy (DTE) as of Q4 2020, up from 620 in Q3 2020.
  • Funds reported $17.2B of DTE Energy stock for Q4 2020, up 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2020 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2020 was Capital Research Global Investors, an estimated $606M added.
  • The largest DTE Energy seller in Q4 2020 was JP Morgan Chase, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2020.