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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
CAL
626
Capital Analysts LLC
Pennsylvania
$13K +$105 +1 +0.8%
ZB
627
Zions Bancorporation
Utah
$13K +$738 +7 +6%
AA
628
AlphaMark Advisors
Kentucky
$12K
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$12K
PB
630
Pinnacle Bancorp
Nebraska
$12K
TFS
631
TrustCore Financial Services
Tennessee
$12K
AWG
632
Altus Wealth Group
Colorado
$12K +$12.4K +118 New
ADL
633
Asset Dedication LLC
California
$12K +$12.4K +118 New
BA
634
Bellwether Advisors
Nebraska
$12K +$12.4K +118 New
M
635
MOTCO
Texas
$11K
EW
636
Evoke Wealth
California
$11K +$4.74K +45 +71%
FCH
637
Freestone Capital Holdings
Washington
$10.6K
GLLW
638
Graves Light Lenhart Wealth
Virginia
$10K +$9.91K +94 New
CCA
639
Column Capital Advisors
Indiana
$8K -$22.6K -214 -74%
HDIM
640
Hanson & Doremus Investment Management
Vermont
$8K +$7.7K +73 New
CWA
641
Clearview Wealth Advisors
Oregon
$8K +$8.01K +76 New
AIG
642
American International Group
New York
$7.46K -$248K -2,349 -3%
ACA
643
Atlas Capital Advisors
Wyoming
$6.31K +$6.43K +61 New
IFAM
644
Institutional & Family Asset Management
Colorado
$6K
MCM
645
MV Capital Management
Maryland
$6K
AFG
646
Albion Financial Group
Utah
$6K +$5.8K +55 New
FHC
647
First Horizon Corporation
Tennessee
$5K
CCA
648
Childress Capital Advisors
Texas
$5K +$4.85K +46 New
EIP
649
Ellis Investment Partners
Pennsylvania
$5K +$5.06K +48 New
SWA
650
Sutton Wealth Advisors
Florida
$4.61K +$632 +6 +15%

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.