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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
526
TD Waterhouse Canada
Ontario, Canada
$148K +$142K +1,238 New
WT
527
Whittier Trust
California
$147K
WTA
528
Washington Trust Advisors
Massachusetts
$147K +$141K +1,232 New
WB
529
Webster Bank
Connecticut
$146K
MAM
530
Mystic Asset Management
Rhode Island
$146K +$140K +1,227 New
FHA
531
First Horizon Advisors
Tennessee
$144K -$117K -1,025 -46%
KFS
532
Kelly Financial Services
Massachusetts
$142K
GWM
533
Geneos Wealth Management
Colorado
$136K -$11.4K -100 -8%
DMBA
534
Deseret Mutual Benefit Administrators
Utah
$123K
HSA
535
Hussman Strategic Advisors
Maryland
$120K
OC
536
Oakworth Capital
Alabama
$120K
TIM
537
Tortoise Investment Management
New York
$118K
QCG
538
Quadrant Capital Group
Ohio
$114K -$9.49K -83 -8%
PCFFS
539
Pacific Center for Financial Services
California
$110K
Bessemer Group
540
Bessemer Group
New Jersey
$107K +$25.7K +225 +34%
GWS
541
Glassman Wealth Services
Virginia
$103K +$457 +4 +0.5%
UB
542
UMB Bank
Missouri
$100K +$95.3K +833 New
CWP
543
Concord Wealth Partners
Virginia
$98K
SC
544
Steph & Co
Wisconsin
$96K
AF
545
Advisornet Financial
Minnesota
$96K +$2.52K +22 +3%
BHWM
546
Beaird Harris Wealth Management
Texas
$95K +$90.9K +795 New
CT
547
Caldwell Trust
Florida
$94.4K -$6.17K -54 -6%
ADL
548
Asset Dedication LLC
California
$93K +$457 +4 +0.5%
SPIA
549
Steward Partners Investment Advisory
New York
$93K +$7.78K +68 +10%
SAM
550
S.A. Mason
Michigan
$91K +$457 +4 +0.5%

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.