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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
TWA
526
TCI Wealth Advisors
Arizona
$180K +$1.4K +12 +0.7%
S
527
SignatureFD
Georgia
$175K +$6.43K +55 +4%
PI
528
PGGM Investments
Netherlands
$171K +$182K +1,553 New
WT
529
Whittier Trust
California
$161K
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$161K +$171K +1,458 New
FP
531
Financial Perspectives
Minnesota
$160K -$22.2M -189,703 -99%
DSC
532
Duncker Streett & Co
Missouri
$155K
SIM
533
Sonora Investment Management
Arizona
$147K +$153K +1,305 +4,500%
GWM
534
Geneos Wealth Management
Colorado
$146K -$568K -4,860 -76%
WT
535
Washington Trust
Rhode Island
$145K
DZ Bank
536
DZ Bank
Germany
$143K
BBL
537
Beck Bode LLC
Massachusetts
$140K -$89.5K -765 -38%
CT
538
Caldwell Trust
Florida
$139K -$35.2K -301 -19%
QCG
539
Quadrant Capital Group
Ohio
$136K +$12.7K +109 +10%
OC
540
Oakworth Capital
Alabama
$131K +$45.7K +391 +49%
SPIA
541
Steward Partners Investment Advisory
New York
$130K -$224K -1,915 -62%
HSA
542
Hussman Strategic Advisors
Maryland
$130K -$137K -1,175 -50%
FGAM
543
Financial Gravity Asset Management
Texas
$130K -$585 -5 -71%
TIM
544
Tortoise Investment Management
New York
$128K
TWI
545
Thomas White International
Illinois
$123K
CFGS
546
Concourse Financial Group Securities
Alabama
$119K -$6.32K -54 -5%
PCFFS
547
Pacific Center for Financial Services
California
$119K
LWM
548
Liberty Wealth Management
California
$118K +$1.4K +12 +1%
GWS
549
Glassman Wealth Services
Virginia
$111K +$1.64K +14 +1%
CWP
550
Concord Wealth Partners
Virginia
$106K

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.