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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
BAM
551
Barrett Asset Management
New York
$68K
CA
552
Crewe Advisors
Utah
$68K
FFA
553
Freedman Financial Associates
Massachusetts
$67K -$15.3K -146 -20%
LCM
554
Logan Capital Management
Pennsylvania
$67K +$61.7K +588 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
555
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$53.9K -513 -47%
CI
556
CX Institutional
Indiana
$66K +$31.9K +304 +110%
RTC
557
Riverview Trust Company
Washington
$65K
TFA
558
Toth Financial Advisory
Virginia
$65K
M1FG
559
Mach-1 Financial Group
Arkansas
$65K +$60.7K +578 New
VCM
560
Versant Capital Management
Arizona
$64K -$4.41K -42 -7%
HWA
561
Heritage Wealth Advisors
Virginia
$63.2K +$21.5K +205 +58%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$63K +$9.24K +88 +19%
BCA
563
Berman Capital Advisors
Georgia
$62K -$8.61K -82 -13%
RF
564
Robbins Farley
New Hampshire
$58K
BFEC
565
Benjamin F. Edwards & Company
Missouri
$53K -$4.83K -46 -9%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$52.3K
SFS
567
Sowell Financial Services
Arkansas
$52K -$75.6K -720 -63%
BC
568
Bartlett & Co
Ohio
$52K
FF
569
FourThought Financial
Florida
$52K
CAC
570
Certified Advisory Corp
Florida
$51K +$46.7K +445 New
SN
571
Sittner & Nelson
Oregon
$48K
PFBT
572
Parkside Financial Bank & Trust
Missouri
$46K +$315 +3 +0.7%
VFA
573
Valeo Financial Advisors
Indiana
$44K -$8.82K -84 -18%
SCA
574
Stonebridge Capital Advisors
Minnesota
$43K +$40.1K +382 New
ATC
575
Adirondack Trust Company
New York
$42K -$12.4K -118 -24%

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.