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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
SC
551
Steph & Co
Wisconsin
$104K
SAM
552
S.A. Mason
Michigan
$98K +$468 +4 +0.5%
LFG
553
Larson Financial Group
Missouri
$97K +$819 +7 +0.8%
EIM
554
Essex Investment Management
Massachusetts
$95K
Jones Financial Companies
555
Jones Financial Companies
Missouri
$88K +$18.6K +159 +25%
SCA
556
Stonebridge Capital Advisors
Minnesota
$85K +$44.7K +382 +100%
AF
557
Advisornet Financial
Minnesota
$81K
Bessemer Group
558
Bessemer Group
New Jersey
$81K +$11.9K +102 +16%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$79K -$121K -1,037 -59%
CFB
560
Cullen/Frost Bankers
Texas
$78K -$34.4K -294 -29%
BFC
561
Bedel Financial Consulting
Indiana
$78K
TH
562
TCTC Holdings
Texas
$78K
TCOV
563
Trust Company of Vermont
Vermont
$76K -$38.9K -333 -33%
FWM
564
FFT Wealth Management
Pennsylvania
$76K +$80.1K +685 New
HFA
565
Hoover Financial Advisors
Pennsylvania
$73K
CI
566
CX Institutional
Indiana
$68K +$4.44K +38 +7%
BAM
567
Barrett Asset Management
New York
$66K
CA
568
Crewe Advisors
Utah
$66K
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$66K +$4.33K +37 +7%
AIL
570
AGF Investments LLC
Ontario, Canada
$66K +$70.5K +603 New
FFA
571
Freedman Financial Associates
Massachusetts
$65K
LCM
572
Logan Capital Management
Pennsylvania
$65K
Group One Trading
573
Group One Trading
Illinois
$65K +$68.8K +588 New
RTC
574
Riverview Trust Company
Washington
$64K
M1FG
575
Mach-1 Financial Group
Arkansas
$63K

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.