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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
SIC
501
SFE Investment Counsel
California
$206K +$191K +1,815 New
GVAG
502
Great Valley Advisor Group
Delaware
$204K +$190K +1,805 New
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$199K -$65.5K -624 -26%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$198K
HPC
505
HM Payson & Co
Maine
$189K +$1.36K +13 +0.8%
HRC
506
Hoertkorn Richard Charles
$186K -$12.4K -118 -7%
EWM
507
Endurance Wealth Management
Rhode Island
$186K
IFA
508
Interactive Financial Advisors
Illinois
$185K
TWA
509
TCI Wealth Advisors
Arizona
$184K +$2.21K +21 +1%
CT
510
Caldwell Trust
Florida
$177K
PA
511
Parallel Advisors
California
$177K +$26.8K +255 +20%
S
512
SignatureFD
Georgia
$173K -$130K -1,239 -45%
WT
513
Whittier Trust
California
$165K -$5.14K -49 -3%
DSC
514
Duncker Streett & Co
Missouri
$159K
KFS
515
Kelly Financial Services
Massachusetts
$158K +$105 +1 +0.1%
WT
516
Washington Trust
Rhode Island
$149K
DZ Bank
517
DZ Bank
Germany
$147K -$3M -28,550 -96%
PHK
518
Point72 Hong Kong
Hong Kong
$133K -$357K -3,405 -74%
TIM
519
Tortoise Investment Management
New York
$132K
CFGS
520
Concourse Financial Group Securities
Alabama
$129K -$86.5K -824 -42%
QCG
521
Quadrant Capital Group
Ohio
$128K +$38.7K +369 +49%
TWI
522
Thomas White International
Illinois
$126K
PCFFS
523
Pacific Center for Financial Services
California
$122K
IAIM
524
International Assets Investment Management
Florida
$121K
TCOV
525
Trust Company of Vermont
Vermont
$115K +$61.7K +588 +137%

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.