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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
CFB
526
Cullen/Frost Bankers
Texas
$113K
GWS
527
Glassman Wealth Services
Virginia
$112K +$100K +953 +2,444%
CWP
528
Concord Wealth Partners
Virginia
$109K
LWM
529
Liberty Wealth Management
California
$107K
SC
530
Steph & Co
Wisconsin
$107K
SAM
531
S.A. Mason
Michigan
$100K +$630 +6 +0.7%
LFG
532
Larson Financial Group
Missouri
$99K +$91.4K +871 New
EIM
533
Essex Investment Management
Massachusetts
$98K
FC
534
FORA Capital
Florida
$94K +$86.9K +828 New
VC
535
Veracity Capital
Georgia
$92K +$210 +2 +0%
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$91K +$84.3K +803 New
OC
537
Oakworth Capital
Alabama
$90K
CSS
538
Cubist Systematic Strategies
Connecticut
$87K -$1.27M -12,132 -94%
MC
539
Maverick Capital
Texas
$85K -$332K -3,159 -81%
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84K -$20.9K -199 -21%
AF
541
Advisornet Financial
Minnesota
$83K
SWA
542
SOA Wealth Advisors
New York
$83K
DWP
543
Destiny Wealth Partners
Florida
$82K -$231K -2,203 -75%
TH
544
TCTC Holdings
Texas
$80K -$74.4K -709 -50%
BFC
545
Bedel Financial Consulting
Indiana
$80K
HFA
546
Hoover Financial Advisors
Pennsylvania
$80K
VBCG
547
Valley Brook Capital Group
Pennsylvania
$79K
Bessemer Group
548
Bessemer Group
New Jersey
$73K +$2.42K +23 +4%
Jones Financial Companies
549
Jones Financial Companies
Missouri
$73K +$44.9K +428 +202%
RMC
550
Resources Management Corp
Connecticut
$69K -$2.52K -24 -4%

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.