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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
MI
626
Markston International
New York
$18K -$2.69K -23 -12%
TFGT
627
TS Financial Group (TSFG)
Illinois
$18K
GAM
628
Gemmer Asset Management
California
$17K
BWM
629
BerganKDV Wealth Management
Minnesota
$16K
FBT
630
First Bank & Trust
South Dakota
$16K
SPWG
631
Sage Private Wealth Group
Illinois
$16K
FWM
632
Filbrandt Wealth Management
Wisconsin
$16K +$17K +145 New
WOC
633
West Oak Capital
California
$15K
ZB
634
Zions Bancorporation
Utah
$15K +$1.52K +13 +10%
CAL
635
Capital Analysts LLC
Pennsylvania
$14K -$8.54K -73 -36%
DAC
636
Dividend Assets Capital
South Carolina
$13K -$10.4K -89 -43%
PB
637
Pinnacle Bancorp
Nebraska
$13K
TFS
638
TrustCore Financial Services
Tennessee
$13K
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$13K +$234 +2 +2%
EW
640
Evoke Wealth
California
$12K -$351 -3 -3%
CP
641
Castleview Partners
Texas
$12K +$12.9K +110 New
GLLW
642
Graves Light Lenhart Wealth
Virginia
$11K +$117 +1 +1%
MCM
643
MV Capital Management
Maryland
$11K +$4.21K +36 +57%
M
644
MOTCO
Texas
$10K +$2.34K +20 +29%
BA
645
Bellwether Advisors
Nebraska
$9K -$3.51K -30 -25%
CWA
646
Clearview Wealth Advisors
Oregon
$9K +$234 +2 +3%
HIA
647
Harbor Investment Advisory
Maryland
$8K
TSW
648
Thompson Siegel & Walmsley
Virginia
$8K +$8.3K +71 New
AIG
649
American International Group
New York
$7.66K -$74K -633 -0.9%
GRP
650
Global Retirement Partners
California
$7K

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.