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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
COCM
576
Charter Oak Capital Management
New Hampshire
$41K
AIC
577
Ameritas Investment Company
Nebraska
$40.6K +$37.6K +358 New
MWM
578
Mascoma Wealth Management
New Hampshire
$39K +$36.2K +345 New
AF
579
Arrow Financial
New York
$38K
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
AS
581
Altshuler Shaham
Israel
$38K +$35.7K +340 New
HI
582
Hudock Inc
Pennsylvania
$36K
LC
583
Lindbrook Capital
California
$35K -$4.3K -41 -12%
BCMIO
584
Beacon Capital Management Inc (Ohio)
Ohio
$35K
CIA
585
CSat Investment Advisory
Michigan
$35K +$8.19K +78 +34%
First Manhattan
586
First Manhattan
New York
$33K
WP
587
WealthShield Partners
North Carolina
$33K +$30.9K +294 New
FFC
588
First Financial Corp
Indiana
$31K +$29K +276 New
GWMIA
589
Global Wealth Management Investment Advisory
Florida
$28K
FCA
590
FinTrust Capital Advisors
South Carolina
$27K
HCM
591
Highlander Capital Management
New Jersey
$27K
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$27K
RFA
593
Reilly Financial Advisors
California
$27K
FCB
594
First Command Bank
Texas
$27K +$24.7K +235 New
FCFS
595
First Command Financial Services
Texas
$27K +$24.7K +235 New
CIA
596
Cascade Investment Advisors
Oregon
$26.6K
EFSCE
597
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$1.68K +16 +8%
SIS
598
Sound Income Strategies
Florida
$23.2K
DAC
599
Dividend Assets Capital
South Carolina
$23K
SWM
600
Selective Wealth Management
Virginia
$23K

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.