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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
PNC
476
Park National Corp
Ohio
$245K
CT
477
Coastline Trust
Rhode Island
$240K
WB
478
Webster Bank
Connecticut
$240K
REMPR
479
Roof Eidam Maycock Peralta (REMP)
California
$237K
BAM
480
Belpointe Asset Management
Nevada
$236K -$58.1K -553 -21%
CWM
481
Cranbrook Wealth Management
Michigan
$236K +$4.93K +47 +2%
FFS
482
Founders Financial Securities
Maryland
$235K
RHBC
483
R.H. Bluestein & Co
Michigan
$233K
EF
484
Empirical Finance
Pennsylvania
$232K
B
485
Bailard
California
$230K
BBL
486
Beck Bode LLC
Massachusetts
$230K +$214K +2,034 New
AC
487
Athanor Capital
New York
$226K +$209K +1,995 New
AIA
488
Affinity Investment Advisors
California
$225K
KFGK
489
Keystone Financial Group (Kentucky)
Kentucky
$224K +$945 +9 +0.5%
GI
490
Gradient Investments
Minnesota
$222K +$139K +1,326 +208%
IA
491
IFP Advisors
Florida
$221K -$29.2K -278 -12%
TCOT
492
Trust Company of Toledo
Ohio
$220K -$160K -1,523 -44%
DAM
493
Delta Asset Management
Tennessee
$220K -$4.3K -41 -2%
EH
494
Equitable Holdings
New York
$220K +$204K +1,942 New
Financial Engines Advisors
495
Financial Engines Advisors
California
$219K -$699K -6,659 -78%
TWM
496
Triton Wealth Management
Arizona
$216K +$198K +1,884 New
WB
497
WesBanco Bank
West Virginia
$216K +$200K +1,904 New
VanEck Associates
498
VanEck Associates
New York
$211K -$164K -1,566 -46%
TCA
499
Transcend Capital Advisors
New Jersey
$210K +$195K +1,853 New
APP
500
Alpha Paradigm Partners
Illinois
$208K +$139K +1,327 +260%

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.