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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
IAS
601
IMA Advisory Services
Colorado
$3K +$3.22K +33 New
CFD
602
Creative Financial Designs
Indiana
$2K -$782 -8 -33%
CWC
603
Carolinas Wealth Consulting
North Carolina
$2K +$977 +10 +167%
NNP
604
Nachman Norwood & Parrott
South Carolina
$2K +$1.86K +19 New
NIM
605
NuWave Investment Management
New Jersey
$1K -$2.54K -26 -67%
RA
606
Rational Advisors
New York
$1K -$2.54K -26 -67%
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$684 -7 -39%
BBHC
608
Brown Brothers Harriman & Co
New York
$1K -$489 -5 -31%
AWM
609
AllSquare Wealth Management
New York
$1K
FCB
610
First Command Bank
Texas
$1K
FCFS
611
First Command Financial Services
Texas
$1K
HIM
612
Hillsdale Investment Management
Ontario, Canada
$1K
JFA
613
JNBA Financial Advisors
Minnesota
$1K
PWMG
614
Prestige Wealth Management Group
New Jersey
$1K
SL
615
Savior LLC
Massachusetts
$1K
HFS
616
HBC Financial Services
Washington
$1K +$879 +9 New
TFM
617
TFC Financial Management
Massachusetts
$1K +$879 +9 New
FCA
618
FinTrust Capital Advisors
South Carolina
$23
AT
619
AMF Tjänstepension
Sweden
-$24.1M -263,162 Closed
TC
620
Teilinger Capital
Texas
-$15.7M -172,138 Closed
WMSA
621
Weiss Multi-Strategy Advisers
New York
-$8.62M -94,204 Closed
Point72 Asset Management
622
Point72 Asset Management
Connecticut
-$5.63M -61,570 Closed
AIMCA
623
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$5.4M -58,985 Closed
EP
624
Edgestream Partners
New Jersey
-$2.35M -25,717 Closed
Holocene Advisors
625
Holocene Advisors
New York
-$1.95M -21,255 Closed

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.