We are live on ! Find out more
DTE icon

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
AA
576
AlphaMark Advisors
Kentucky
$12K -$8.6K -88 -43%
PB
577
Pinnacle Bancorp
Nebraska
$12K
TFS
578
TrustCore Financial Services
Tennessee
$12K
ZB
579
Zions Bancorporation
Utah
$12K
CAL
580
Capital Analysts LLC
Pennsylvania
$12K +$98 +1 +0.8%
HIA
581
Harbor Investment Advisory
Maryland
$12K +$11.7K +120 New
FCH
582
Freestone Capital Holdings
Washington
$10K +$9.97K +102 New
M
583
MOTCO
Texas
$10K +$6.84K +70 +194%
FHA
584
Flagship Harbor Advisors
Massachusetts
$9K -$4.01K -41 -31%
Millennium Management
585
Millennium Management
New York
$8.01K -$11.7M -120,033 -59%
CCM
586
Chiron Capital Management
Florida
$8K +$7.62K +78 New
PFWA
587
Paces Ferry Wealth Advisors
Georgia
$7K +$6.55K +67 New
EW
588
Evoke Wealth
California
$6K
MCM
589
MV Capital Management
Maryland
$6K
IFAM
590
Institutional & Family Asset Management
Colorado
$6K +$1.86K +19 +49%
PWM
591
Provident Wealth Management
Tennessee
$6K +$6.45K +66 New
BCWM
592
Bartlett & Co Wealth Management
Ohio
$5.22K
BC
593
Bartlett & Co
Ohio
$5K
FHC
594
First Horizon Corporation
Tennessee
$5K +$5.37K +55 New
GWS
595
Glassman Wealth Services
Virginia
$4K
SFSIG
596
San Francisco Sentry Investment Group
California
$4K
AIM
597
Anchor Investment Management
South Carolina
$3.91K
SWA
598
Sutton Wealth Advisors
Florida
$3.8K +$586 +6 +18%
RIM
599
Rockbridge Investment Management
New York
$3K
SIM
600
Sonora Investment Management
Arizona
$3K

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.