We are live on ! Find out more
DTE icon

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
NEWAS
476
N.E.W. Advisory Services
Wisconsin
$239K +$7.48K +71 +3%
HIC
477
Hartline Investment Corp
Illinois
$237K
EF
478
Empirical Finance
Pennsylvania
$232K +$237K +2,248 New
OFG
479
OmniStar Financial Group
North Carolina
$231K +$236K +2,238 New
NAM
480
NTV Asset Management
West Virginia
$230K
IA
481
IFP Advisors
Florida
$230K +$105 +1 +0%
CCP
482
Corient Capital Partners
California
$230K +$6.11K +58 +3%
FTDI
483
First Trust Direct Indexing
Massachusetts
$228K +$232K +2,205 New
PNC
484
Park National Corp
Ohio
$223K
WB
485
Webster Bank
Connecticut
$219K
CT
486
Coastline Trust
Rhode Island
$218K
REMPR
487
Roof Eidam Maycock Peralta (REMP)
California
$216K
FFS
488
Founders Financial Securities
Maryland
$214K +$218K +2,070 New
OPA
489
Old Port Advisors
Maine
$213K +$4.85K +46 +2%
RHBC
490
R.H. Bluestein & Co
Michigan
$212K -$3.16K -30 -1%
CWM
491
Cranbrook Wealth Management
Michigan
$210K +$211 +2 +0.1%
CIC
492
Carnegie Investment Counsel
Ohio
$210K +$214K +2,028 New
B
493
Bailard
California
$210K +$214K +2,034 New
EWM
494
EPG Wealth Management
Georgia
$209K +$213K +2,025 New
Lido Advisors
495
Lido Advisors
California
$206K -$70.9K -673 -25%
VFA
496
Voya Financial Advisors
Connecticut
$206K +$213K +2,021 New
DAM
497
Delta Asset Management
Tennessee
$205K
AIA
498
Affinity Investment Advisors
California
$205K +$209K +1,982 New
KFGK
499
Keystone Financial Group (Kentucky)
Kentucky
$204K -$68.7K -652 -25%
CFGS
500
Concourse Financial Group Securities
Alabama
$203K -$4.95K -47 -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.