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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
PFO
576
Pathstone Family Office
New Jersey
$45K +$46.3K +439 New
TCOV
577
Trust Company of Vermont
Vermont
$44K
SN
578
Sittner & Nelson
Oregon
$44K +$45K +427 New
PFBT
579
Parkside Financial Bank & Trust
Missouri
$42K +$316 +3 +0.7%
AWA
580
Arkadios Wealth Advisors
Georgia
$38K +$38.8K +368 New
COCM
581
Charter Oak Capital Management
New Hampshire
$37K +$38.1K +361 New
LC
582
Lindbrook Capital
California
$36K +$4.32K +41 +13%
HWA
583
Heritage Wealth Advisors
Virginia
$36K +$37.2K +353 New
AF
584
Arrow Financial
New York
$35K
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K
HI
586
Hudock Inc
Pennsylvania
$33K
BCMIO
587
Beacon Capital Management Inc (Ohio)
Ohio
$32K
MCM
588
McMillion Capital Management
North Carolina
$32K +$33.1K +314 New
AF
589
Allworth Financial
California
$30K
First Manhattan
590
First Manhattan
New York
$30K +$31K +294 New
CI
591
CX Institutional
Indiana
$29K +$1.69K +16 +6%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$27K +$28K +266 New
GWMIA
593
Global Wealth Management Investment Advisory
Florida
$26K
SFG
594
Sowa Financial Group
Rhode Island
$25K
CIA
595
Cascade Investment Advisors
Oregon
$24.3K
CIA
596
CSat Investment Advisory
Michigan
$24K -$66.9K -635 -73%
FCA
597
FinTrust Capital Advisors
South Carolina
$24K
HCM
598
Highlander Capital Management
New Jersey
$24K
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$24K
RFA
600
Reilly Financial Advisors
California
$24K

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.