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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
SFG
551
Sowa Financial Group
Rhode Island
$24K
EP
552
Eudaimonia Partners
Tennessee
$24K +$879 +9 +4%
CIA
553
Cascade Investment Advisors
Oregon
$23K
HCM
554
Highlander Capital Management
New Jersey
$23K
KTC
555
Kistler-Tiffany Companies
Pennsylvania
$23K
RFA
556
Reilly Financial Advisors
California
$23K
ST
557
Smithfield Trust
Pennsylvania
$20K -$17.2K -176 -46%
SWM
558
Selective Wealth Management
Virginia
$20K
SIS
559
Sound Income Strategies
Florida
$20K
WOC
560
West Oak Capital
California
$20K
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
EARNEST Partners
562
EARNEST Partners
Georgia
$18K
MI
563
Markston International
New York
$18K
TFO
564
Tarbox Family Office
California
$18K
SSB
565
Sandy Spring Bank
Maryland
$17K
TF
566
TimeScale Financial
Massachusetts
$17K +$98 +1 +0.6%
TFGT
567
TS Financial Group (TSFG)
Illinois
$16K
WPA
568
West Paces Advisors
Georgia
$15.6K
GAM
569
Gemmer Asset Management
California
$15K -$2.83K -29 -16%
CHAM
570
Clear Harbor Asset Management
Connecticut
$14.7K +$14.7K +150 New
GRP
571
Global Retirement Partners
California
$14K -$3.32K -34 -19%
BWM
572
BerganKDV Wealth Management
Minnesota
$14K
TPWA
573
TRUE Private Wealth Advisors
Oregon
$14K
SLF
574
Sun Life Financial
Ontario, Canada
$13K +$195 +2 +1%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$12K -$11.1K -114 -49%

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.