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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
ST
601
Smithfield Trust
Pennsylvania
$23K
CAL
602
Capital Analysts LLC
Pennsylvania
$23K +$7.66K +73 +57%
FA
603
Financial Advantage
Maryland
$22K
BMD
604
Better Money Decisions
New Mexico
$22K +$19.9K +190 New
EARNEST Partners
605
EARNEST Partners
Georgia
$21K
MI
606
Markston International
New York
$21K
TFO
607
Tarbox Family Office
California
$21K
EP
608
Eudaimonia Partners
Tennessee
$21K +$19.5K +186 New
SSB
609
Sandy Spring Bank
Maryland
$20K
TF
610
TimeScale Financial
Massachusetts
$20K +$105 +1 +0.6%
RWM
611
RBA Wealth Management
California
$18.6K +$17.3K +165 New
WPA
612
West Paces Advisors
Georgia
$18.1K
TFGT
613
TS Financial Group (TSFG)
Illinois
$18K
GAM
614
Gemmer Asset Management
California
$17K
FBT
615
First Bank & Trust
South Dakota
$17K +$15.5K +148 New
BWM
616
BerganKDV Wealth Management
Minnesota
$16K
SPWG
617
Sage Private Wealth Group
Illinois
$16K
WOC
618
West Oak Capital
California
$15K -$7.45K -71 -34%
SLF
619
Sun Life Financial
Ontario, Canada
$15K
ZB
620
Zions Bancorporation
Utah
$14K
CL
621
COWA LLC
Oklahoma
$14K +$12.4K +118 New
ADL
622
Asset Dedication LLC
California
$13K
BA
623
Bellwether Advisors
Nebraska
$13K
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$13K
PB
625
Pinnacle Bancorp
Nebraska
$13K

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.