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DTE Energy

685 hedge funds and large institutions have $18.3B invested in DTE Energy in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 237 increasing their positions, 218 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 66

2% more funds holding

Funds holding: 672685 (+13)

9% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 218

5% less capital invested

Capital invested by funds: $19.2B → $18.3B (-$893M)

1.56% less ownership

Funds ownership: 87.43%85.87% (-1.6%)

31% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $21.3M

Holders
685
Holders Change
+13
Holders Change %
+1.93%
% of All Funds
11.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
83
Increased
237
Reduced
218
Closed
66
Calls
$14.8M
Puts
$21.3M
Net Calls
-$6.5M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$216K +$468 +4 +0.2%
EH
502
Equitable Holdings
New York
$216K +$1.87K +16 +0.8%
TI
503
Tidal Investments
Wisconsin
$215K +$228K +1,952 New
DAM
504
Delta Asset Management
Tennessee
$212K -$2.81K -24 -1%
TMAM
505
Tokio Marine Asset Management
Japan
$212K +$224K +1,918 New
CAM
506
Cresset Asset Management
Illinois
$211K +$222K +1,899 New
WB
507
WesBanco Bank
West Virginia
$210K
VanEck Associates
508
VanEck Associates
New York
$209K +$4.44K +38 +2%
RCAG
509
Rehmann Capital Advisory Group
Michigan
$208K +$221K +1,891 New
EFL
510
ERn Financial LLC
Wisconsin
$206K +$219K +1,872 New
ED
511
Exane Derivatives
France
$206K +$246K +2,102 New
PA
512
Planning Alternatives
Michigan
$205K -$51.5K -440 -19%
AA
513
Advisory Alpha
Michigan
$205K -$5.03K -43 -2%
TCA
514
Transcend Capital Advisors
New Jersey
$204K
WS
515
Wedbush Securities
California
$204K +$216K +1,848 New
Financial Engines Advisors
516
Financial Engines Advisors
California
$203K -$10.6K -91 -5%
APP
517
Alpha Paradigm Partners
Illinois
$203K
TCOT
518
Trust Company of Toledo
Ohio
$202K -$12.7K -109 -6%
APA
519
American Portfolios Advisors
New York
$202K -$678K -5,798 -76%
SIC
520
SFE Investment Counsel
California
$200K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$198K
PA
522
Parallel Advisors
California
$198K +$27.6K +236 +15%
HPC
523
HM Payson & Co
Maine
$184K
EWM
524
Endurance Wealth Management
Rhode Island
$181K
IFA
525
Interactive Financial Advisors
Illinois
$180K

DTE Hedge Fund Activity: Q2 2021 in Review

685 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2021, worth a combined $18.3B — down 4.7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DTE positions and 66 closed out — a net gain of 17 holders — while 237 added to existing stakes and 218 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $144M. The largest seller was Capital World Investors, cutting an estimated $367M.

  • 685 institutional investors held DTE Energy (DTE) as of Q2 2021, up from 672 in Q1 2021.
  • Funds reported $18.3B of DTE Energy stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 83 funds opened new DTE Energy positions in Q2 2021 and 66 closed out, a net change of +17 holders.
  • The largest DTE Energy buyer in Q2 2021 was Sessa Capital, an estimated $144M added.
  • The largest DTE Energy seller in Q2 2021 was Capital World Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2021.