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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
SFG
501
SageGuard Financial Group
Tennessee
$203K +$207K +1,966 New
PWP
502
Personal Wealth Partners
Minnesota
$200K +$204K +1,932 New
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$198K
HRC
504
Hoertkorn Richard Charles
$182K
GWM
505
Geneos Wealth Management
Colorado
$174K +$500K +4,741 +286%
HPC
506
HM Payson & Co
Maine
$171K
EWM
507
Endurance Wealth Management
Rhode Island
$170K
Axa
508
Axa
France
$170K +$2.32K +22 +1%
NFG
509
Next Financial Group
Texas
$169K -$357K -3,388 -68%
IFA
510
Interactive Financial Advisors
Illinois
$168K
TWA
511
TCI Wealth Advisors
Arizona
$166K -$3.69K -35 -2%
CT
512
Caldwell Trust
Florida
$162K -$12.4K -118 -7%
WT
513
Whittier Trust
California
$155K
FP
514
Financial Perspectives
Minnesota
$147K
TH
515
TCTC Holdings
Texas
$147K
DSC
516
Duncker Streett & Co
Missouri
$145K
KFS
517
Kelly Financial Services
Massachusetts
$144K
CAM
518
CenterStar Asset Management
Illinois
$139K
WT
519
Washington Trust
Rhode Island
$136K
PA
520
Parallel Advisors
California
$135K -$36.6K -347 -21%
SL
521
Savior LLC
Massachusetts
$132K +$134K +1,269 +21,150%
WAM
522
Wolverine Asset Management
Illinois
$132K +$136K +1,287 New
IAIM
523
International Assets Investment Management
Florida
$121K +$124K +1,175 New
OPW
524
Oxler Private Wealth
New York
$121K +$124K +1,175 New
TIM
525
Tortoise Investment Management
New York
$120K -$10.4K -99 -8%

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.