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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
SFS
526
Sowell Financial Services
Arkansas
$119K -$35.5K -337 -23%
MAM
527
Meeder Asset Management
Ohio
$116K +$40.8K +387 +53%
VCG
528
Vantage Consulting Group
Virginia
$116K +$119K +1,127 New
TWI
529
Thomas White International
Illinois
$115K -$6.22K -59 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
530
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$113K +$19K +180 +20%
PCFFS
531
Pacific Center for Financial Services
California
$112K
LWM
532
Liberty Wealth Management
California
$107K +$422 +4 +0.4%
PWM
533
Perigon Wealth Management
California
$106K +$108K +1,025 New
CFB
534
Cullen/Frost Bankers
Texas
$103K -$1.69K -16 -2%
SPIA
535
Steward Partners Investment Advisory
New York
$103K +$8.64K +82 +9%
IA
536
Inspire Advisors
Idaho
$102K +$104K +991 New
CWP
537
Concord Wealth Partners
Virginia
$100K +$102K +965 New
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.2K +$7.38K +70 +8%
SC
539
Steph & Co
Wisconsin
$97K
Rockefeller Capital Management
540
Rockefeller Capital Management
New York
$96K +$2.53K +24 +3%
FHA
541
First Horizon Advisors
Tennessee
$92K
SAM
542
S.A. Mason
Michigan
$91K +$527 +5 +0.6%
Twin Tree Management
543
Twin Tree Management
Texas
$91K +$92.7K +879 New
EA
544
Elm Advisors
California
$91K +$92.9K +881 New
VC
545
Veracity Capital
Georgia
$91K +$1.36M +12,931 +15%
EIM
546
Essex Investment Management
Massachusetts
$89K
OC
547
Oakworth Capital
Alabama
$82K
QCG
548
Quadrant Capital Group
Ohio
$78K +$1.05K +10 +1%
AF
549
Advisornet Financial
Minnesota
$76K +$37.2K +353 +93%
SWA
550
SOA Wealth Advisors
New York
$76K +$77.3K +733 New

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.