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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
ACA
601
Atlas Capital Advisors
Wyoming
$29.4K +$24.1K +206 +338%
PWP
602
Personal Wealth Partners
Minnesota
$29K +$30.3K +259 New
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.6K -$56.3K -481 -65%
GWMIA
604
Global Wealth Management Investment Advisory
Florida
$27K
PCG
605
Private Capital Group
Connecticut
$27K +$15.4K +132 +121%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$26K -$27.5K -235 -50%
FCA
607
FinTrust Capital Advisors
South Carolina
$26K
FCB
608
First Command Bank
Texas
$26K
FCFS
609
First Command Financial Services
Texas
$26K
HCM
610
Highlander Capital Management
New Jersey
$26K
KTC
611
Kistler-Tiffany Companies
Pennsylvania
$26K
RFA
612
Reilly Financial Advisors
California
$26K
ADL
613
Asset Dedication LLC
California
$26K +$13.7K +117 +99%
CIA
614
Cascade Investment Advisors
Oregon
$25.9K
SIS
615
Sound Income Strategies
Florida
$25K +$2.34K +20 +10%
ST
616
Smithfield Trust
Pennsylvania
$23K
FA
617
Financial Advantage
Maryland
$22K
EFSCE
618
Enterprise Financial Services Corp (EFSC)
Missouri
$21K -$2.69K -23 -11%
BMD
619
Better Money Decisions
New Mexico
$21K +$351 +3 +2%
WPA
620
West Paces Advisors
Georgia
$21K +$3.51K +30 +19%
TFIPS
621
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.7K +$22K +188 New
EARNEST Partners
622
EARNEST Partners
Georgia
$20K
TFO
623
Tarbox Family Office
California
$20K
SSB
624
Sandy Spring Bank
Maryland
$19K
TF
625
TimeScale Financial
Massachusetts
$19K +$117 +1 +0.6%

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.