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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$89.9M -$2.25M -21,417 -3%
PPA
27
Parametric Portfolio Associates
Washington
$89.1M -$1.6M -15,259 -2%
First Trust Advisors
28
First Trust Advisors
Illinois
$83.9M +$4.55M +43,320 +6%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$78.1M -$1.35M -12,860 -2%
UBS AM
30
UBS AM
Illinois
$76.7M +$1.23M +11,762 +2%
Morgan Stanley
31
Morgan Stanley
New York
$76.3M -$10.9M -103,621 -13%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.1M -$192K -1,829 -0.3%
Goldman Sachs
33
Goldman Sachs
New York
$74.4M +$8.11M +77,234 +13%
N
34
Nuveen
North Carolina
$69.5M -$2.52M -23,981 -4%
WHG
35
Westwood Holdings Group
Texas
$68.5M +$3.68M +35,021 +6%
ClearBridge Investments
36
ClearBridge Investments
New York
$67.7M -$577K -5,496 -0.9%
JP Morgan Chase
37
JP Morgan Chase
New York
$67M -$79.7M -759,018 -56%
WHRC
38
W.H. Reaves & Co
New Jersey
$64.5M +$184K +1,754 +0.3%
Deutsche Bank
39
Deutsche Bank
Germany
$64.4M +$12.2M +116,511 +26%
Baillie Gifford & Co
40
Baillie Gifford & Co
United Kingdom
$63.8M +$77.3K +736 +0.1%
MAM
41
Martingale Asset Management
Massachusetts
$54.3M +$5.94M +56,577 +13%
Victory Capital Management
42
Victory Capital Management
Texas
$54.2M +$6.04M +57,504 +14%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$51.8M -$1.07M -10,238 -2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$48.4M +$1.64M +15,664 +4%
AAMU
45
Amundi Asset Management US
Massachusetts
$45.8M +$5.72M +54,445 +16%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$45.2M -$1.69M -16,076 -4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$44.6M -$68.2K -650 -0.2%
Wells Fargo
48
Wells Fargo
California
$44.6M -$16.9M -160,587 -29%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$41.9M -$2.51M -23,904 -6%
National Pension Service
50
National Pension Service
South Korea
$39.4M +$3.72M +35,419 +11%

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.