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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
Jones Financial Companies
601
Jones Financial Companies
Missouri
$22K +$22.3K +212 New
SWM
602
Selective Wealth Management
Virginia
$21K
ST
603
Smithfield Trust
Pennsylvania
$21K
SIS
604
Sound Income Strategies
Florida
$21K
WOC
605
West Oak Capital
California
$21K
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$738 +7 +4%
RPWA
607
Regent Peak Wealth Advisors
Georgia
$21K +$21.5K +204 New
DAC
608
Dividend Assets Capital
South Carolina
$21K +$21.8K +207 New
FA
609
Financial Advantage
Maryland
$20K +$21.3K +202 New
EARNEST Partners
610
EARNEST Partners
Georgia
$19K
MI
611
Markston International
New York
$19K
TFO
612
Tarbox Family Office
California
$19K
BBHC
613
Brown Brothers Harriman & Co
New York
$19K +$18.6K +176 +1,600%
SSB
614
Sandy Spring Bank
Maryland
$18K
TF
615
TimeScale Financial
Massachusetts
$18K +$105 +1 +0.6%
WPA
616
West Paces Advisors
Georgia
$16.5K
GAM
617
Gemmer Asset Management
California
$16K
TFGT
618
TS Financial Group (TSFG)
Illinois
$16K
FPCG
619
Fort Pitt Capital Group
Pennsylvania
$16K +$16.1K +153 New
FPS
620
Fieldpoint Private Securities
Connecticut
$16K +$16.8K +159 New
GRP
621
Global Retirement Partners
California
$15K -$105 -1 -0.7%
BWM
622
BerganKDV Wealth Management
Minnesota
$15K
TPWA
623
TRUE Private Wealth Advisors
Oregon
$15K
SPWG
624
Sage Private Wealth Group
Illinois
$15K +$15.1K +143 New
SLF
625
Sun Life Financial
Ontario, Canada
$14K -$105 -1 -0.7%

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.