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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
TFS
626
TrustCore Financial Services
Tennessee
$13K
PCG
627
Private Capital Group
Connecticut
$12K -$39.2K -373 -77%
EW
628
Evoke Wealth
California
$12K
GLLW
629
Graves Light Lenhart Wealth
Virginia
$11K +$105 +1 +1%
CWA
630
Clearview Wealth Advisors
Oregon
$9K
WCM
631
Wealthcare Capital Management
Virginia
$9K +$7.87K +75 New
M
632
MOTCO
Texas
$8K -$3.88K -37 -35%
HDIM
633
Hanson & Doremus Investment Management
Vermont
$8K
HIA
634
Harbor Investment Advisory
Maryland
$8K +$4.93K +47 +214%
AIG
635
American International Group
New York
$7.94K -$220K -2,095 -3%
GRP
636
Global Retirement Partners
California
$7K -$9.13K -87 -59%
CCA
637
Column Capital Advisors
Indiana
$7K -$1.57K -15 -20%
CAM
638
CenterStar Asset Management
Illinois
$7K
IFAM
639
Institutional & Family Asset Management
Colorado
$7K
MCM
640
MV Capital Management
Maryland
$7K +$420 +4 +7%
MWP
641
Meridian Wealth Partners
Pennsylvania
$7K +$5.88K +56 New
ACA
642
Atlas Capital Advisors
Wyoming
$6.92K
FHC
643
First Horizon Corporation
Tennessee
$6K
Nisa Investment Advisors
644
Nisa Investment Advisors
Missouri
$5.64K -$642K -6,110 -11%
SWA
645
Sutton Wealth Advisors
Florida
$5.06K
AIM
646
Anchor Investment Management
South Carolina
$4.53K
LAS
647
Lloyd Advisory Services
Georgia
$4K
SFSIG
648
San Francisco Sentry Investment Group
California
$4K
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.94K +28 +255%
CFO
650
CVA Family Office
Colorado
$4K +$3.67K +35 New

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.