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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
TFA
576
Toth Financial Advisory
Virginia
$63K
HWA
577
Heritage Wealth Advisors
Virginia
$61.6K
BCA
578
Berman Capital Advisors
Georgia
$61K +$468 +4 +0.7%
ANBT
579
American National Bank & Trust
Texas
$61K +$64.3K +550 New
SWA
580
SOA Wealth Advisors
New York
$60K -$22.1K -189 -26%
VCM
581
Versant Capital Management
Arizona
$59K -$3.51K -30 -5%
RMC
582
Resources Management Corp
Connecticut
$58K -$9.59K -82 -14%
RF
583
Robbins Farley
New Hampshire
$52K
BC
584
Bartlett & Co
Ohio
$51K
BCWM
585
Bartlett & Co Wealth Management
Ohio
$51K
ETI
586
Enterprise Trust & Investment
California
$50K +$52.9K +452 New
SN
587
Sittner & Nelson
Oregon
$47K
SB
588
Strategic Blueprint
Georgia
$47K +$49.6K +424 New
PFBT
589
Parkside Financial Bank & Trust
Missouri
$45K
TPCW
590
TD Private Client Wealth
New York
$43.9K -$314K -2,683 -87%
ATC
591
Adirondack Trust Company
New York
$41K
COCM
592
Charter Oak Capital Management
New Hampshire
$40K
PWS
593
Paragon Wealth Strategies
Florida
$38K +$40.7K +348 New
AF
594
Arrow Financial
New York
$37K
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K
SWM
596
Selective Wealth Management
Virginia
$36K +$13.7K +117 +57%
HI
597
Hudock Inc
Pennsylvania
$35K
LC
598
Lindbrook Capital
California
$34K
FF
599
FourThought Financial
Florida
$30K -$22K -188 -41%
FFC
600
First Financial Corp
Indiana
$30K

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.