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DTE Energy

620 hedge funds and large institutions have $16.3B invested in DTE Energy in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 239 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $10.6M

6% more capital invested

Capital invested by funds: $15.4B → $16.3B (+$881M)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0% less funds holding

Funds holding: 622620 (-2)

0.87% less ownership

Funds ownership: 87.27%86.39% (-0.87%)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 239

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
620
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
12.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
68
Increased
188
Reduced
239
Closed
64
Calls
$24.2M
Puts
$10.6M
Net Calls
+$13.6M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
Sit Investment Associates
Minnesota
$58K -$108K -1,104 -65%
VFA
527
Valeo Financial Advisors
Indiana
$57K -$11.5K -118 -17%
RTC
528
Riverview Trust Company
Washington
$56K
TFA
529
Toth Financial Advisory
Virginia
$56K
Bessemer Group
530
Bessemer Group
New Jersey
$55K +$1.76K +18 +3%
BCA
531
Berman Capital Advisors
Georgia
$52K +$12.9K +132 +32%
BFEC
532
Benjamin F. Edwards & Company
Missouri
$51K -$23.1K -236 -31%
ATC
533
Adirondack Trust Company
New York
$48K
JWM
534
Jeppson Wealth Management
California
$46K +$45.9K +470 New
PFS
535
Prospera Financial Services
Texas
$44K +$43.5K +445 New
PW
536
Price Wealth
Texas
$43K +$39.1K +400 +1,026%
TCOV
537
Trust Company of Vermont
Vermont
$42K -$3.91K -40 -9%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$40K -$1.66K -17 -4%
AF
539
Advisornet Financial
Minnesota
$37K
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$34K +$14.1K +144 +72%
AF
541
Arrow Financial
New York
$33K
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
HI
543
Hudock Inc
Pennsylvania
$31K
LC
544
Lindbrook Capital
California
$30K -$29.6K -303 -50%
BCMIO
545
Beacon Capital Management Inc (Ohio)
Ohio
$30K
AF
546
Allworth Financial
California
$29K -$11.5K -118 -29%
CCA
547
Column Capital Advisors
Indiana
$28K -$684 -7 -2%
WCG
548
Weaver Consulting Group
California
$26K
CI
549
CX Institutional
Indiana
$25K +$11.1K +114 +78%
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$24K

DTE Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2020, worth a combined $16.3B — up 5.7% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 64 closed out — a net gain of 4 holders — while 188 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was Nordea Investment Management, cutting an estimated $188M.

  • 620 institutional investors held DTE Energy (DTE) as of Q3 2020, down from 622 in Q2 2020.
  • Funds reported $16.3B of DTE Energy stock for Q3 2020, up 5.7% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2020 and 64 closed out, a net change of +4 holders.
  • The largest DTE Energy buyer in Q3 2020 was Capital Research Global Investors, an estimated $286M added.
  • The largest DTE Energy seller in Q3 2020 was Nordea Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2020.