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DTE Energy
DTE

Overview Fund Activity

618 hedge funds and large institutions have $13.4B invested in DTE Energy in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 233 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-68
Holders Change %
-9.91%
% of All Funds
13.65%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
67
Increased
215
Reduced
233
Closed
124
Calls
$25.2M
Puts
$9.34M
Net Calls
+$15.9M
Net Calls Change
+$12.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$138M
2
Ameriprise
Ameriprise
Minnesota
+$133M
3
Capital World Investors
Capital World Investors
California
+$128M
4
Franklin Resources
Franklin Resources
California
+$126M
5
Victory Capital Management
Victory Capital Management
Texas
+$87.9M

Top Sellers

1
ZP
Zimmer Partners
New York
-$130M
2
Wells Fargo
Wells Fargo
California
-$71.8M
3
Boston Partners
Boston Partners
Massachusetts
-$60.4M
4
CC
Carlson Capital
Texas
-$60.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
576
BerganKDV Wealth Management
Minnesota
$9K – – –
PB
577
Pinnacle Bancorp
Nebraska
$9K – – –
LFG
578
Larson Financial Group
Missouri
$9K +$78 +1 +0.9%
DI
579
Disciplined Investments
Oklahoma
$9K +$9K +109 New
WFMPM
580
Woodley Farra Manion Portfolio Management
Indiana
$8K – – –
SMFS
581
Squar Milner Financial Services
California
$7K – – –
FHA
582
Flagship Harbor Advisors
Massachusetts
$7K +$80 +1 +1%
GRP
583
Global Retirement Partners
California
$7K +$636 +8 +10%
SIS
584
Sound Income Strategies
Florida
$6K – – –
CI
585
CX Institutional
Indiana
$6K +$1.31K +17 +28%
AIC
586
Ameritas Investment Company
Nebraska
$5K – – –
MCM
587
MV Capital Management
Maryland
$5K – – –
FBT
588
First Bank & Trust
South Dakota
$5K +$5K +60 New
PWMG
589
Prestige Wealth Management Group
New Jersey
$5K +$5K +65 New
EW
590
Evoke Wealth
California
$4.76K +$323 +4 +7%
BCWM
591
Bartlett & Co Wealth Management
Ohio
$4.38K -$5.7K -69 -57%
TCOV
592
Trust Company of Vermont
Vermont
$4K -$4.33K -53 -52%
BC
593
Bartlett & Co
Ohio
$4K +$4K +53 New
MWM
594
MBE Wealth Management
Wisconsin
$4K +$4K +55 New
AIM
595
Anchor Investment Management
South Carolina
$3.23K – – –
HGWM
596
Harvest Group Wealth Management
Massachusetts
$3K – – –
GWS
597
Glassman Wealth Services
Virginia
$3K +$818 +9 +38%
M
598
MOTCO
Texas
$3K +$3K +36 New
SWA
599
Sutton Wealth Advisors
Florida
$2.66K +$403 +5 +18%
OAM
600
Optimal Asset Management
California
$2.32K +$1.07K +13,192 +85%
22 23
24
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