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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
FFA
551
Freedman Financial Associates
Massachusetts
$76K +$77.4K +734 New
BFC
552
Bedel Financial Consulting
Indiana
$73K
VBCG
553
Valley Brook Capital Group
Pennsylvania
$72K +$74.3K +705 New
HFA
554
Hoover Financial Advisors
Pennsylvania
$68K +$69.4K +658 New
RMC
555
Resources Management Corp
Connecticut
$65K +$1.9K +18 +3%
BCA
556
Berman Capital Advisors
Georgia
$65K +$9.38K +89 +16%
Bessemer Group
557
Bessemer Group
New Jersey
$64K +$5.48K +52 +9%
CA
558
Crewe Advisors
Utah
$62K -$1.79K -17 -3%
BAM
559
Barrett Asset Management
New York
$62K
GI
560
Gradient Investments
Minnesota
$62K
VCM
561
Versant Capital Management
Arizona
$62K
RTC
562
Riverview Trust Company
Washington
$60K
TFA
563
Toth Financial Advisory
Virginia
$59K
BFEC
564
Benjamin F. Edwards & Company
Missouri
$53K
FQ
565
First Quadrant
California
$53K +$53.7K +509 New
APP
566
Alpha Paradigm Partners
Illinois
$53K +$53.8K +510 New
Simplex Trading
567
Simplex Trading
Illinois
$51K +$52.9K +502 New
PCG
568
Private Capital Group
Connecticut
$50K -$13.2K -125 -21%
ATC
569
Adirondack Trust Company
New York
$49K
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$49K +$13.4K +127 +37%
RF
571
Robbins Farley
New Hampshire
$49K +$49.5K +470 New
VFA
572
Valeo Financial Advisors
Indiana
$48K -$11.7K -111 -19%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$47.8K +$42.7K +405 +764%
BC
574
Bartlett & Co
Ohio
$47K +$42.7K +405 +764%
FF
575
FourThought Financial
Florida
$47K +$48.6K +461 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.