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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
HRC
476
Hoertkorn Richard Charles
$173K
CT
477
Caldwell Trust
Florida
$165K
HPC
478
HM Payson & Co
Maine
$162K
PA
479
Parallel Advisors
California
$162K +$2.74K +28 +2%
EWM
480
Endurance Wealth Management
Rhode Island
$161K
GWM
481
Geneos Wealth Management
Colorado
$161K
TWA
482
TCI Wealth Advisors
Arizona
$160K -$11.6K -119 -7%
IFA
483
Interactive Financial Advisors
Illinois
$159K
Axa
484
Axa
France
$159K +$158K +1,617 New
AA
485
Advisory Alpha
Michigan
$155K +$156K +1,593 New
WT
486
Whittier Trust
California
$147K
SFS
487
Sowell Financial Services
Arkansas
$146K +$37K +379 +34%
FP
488
Financial Perspectives
Minnesota
$139K +$139K +1,423 New
TH
489
TCTC Holdings
Texas
$139K
DSC
490
Duncker Streett & Co
Missouri
$137K
KFS
491
Kelly Financial Services
Massachusetts
$137K +$98 +1 +0.1%
AIM
492
AIA Investment Management
Singapore
$132K +$25.4K +260 +24%
WT
493
Washington Trust
Rhode Island
$129K +$129K +1,316 New
TIM
494
Tortoise Investment Management
New York
$123K
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$115K
TWI
496
Thomas White International
Illinois
$115K
IMRF
497
Illinois Municipal Retirement Fund
Illinois
$112K +$112K +1,146 New
CAW
498
Cornerstone Advisors (Washington)
Washington
$111K +$6.64K +68 +6%
PCFFS
499
Pacific Center for Financial Services
California
$106K
LWM
500
Liberty Wealth Management
California
$103K +$30.8K +315 +43%

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.