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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
626
Tarbox Family Office
California
$19K
LAS
627
Lloyd Advisory Services
Georgia
$19K +$1.83K +16 +11%
M
628
MOTCO
Texas
$18K -$1.94K -17 -10%
SSB
629
Sandy Spring Bank
Maryland
$18K
TF
630
TimeScale Financial
Massachusetts
$18K +$114 +1 +0.7%
MI
631
Markston International
New York
$17K
ACA
632
Atlas Capital Advisors
Wyoming
$16.7K
RA
633
Rise Advisors
New York
$16.2K +$15.4K +135 New
WPA
634
West Paces Advisors
Georgia
$15.4K -$3.77K -33 -20%
FBT
635
First Bank & Trust
South Dakota
$15K
GAM
636
Gemmer Asset Management
California
$15K
ZB
637
Zions Bancorporation
Utah
$14K -$457 -4 -3%
BWM
638
BerganKDV Wealth Management
Minnesota
$14K
SPWG
639
Sage Private Wealth Group
Illinois
$14K
WOC
640
West Oak Capital
California
$14K
CAL
641
Capital Analysts LLC
Pennsylvania
$13K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$13K
BFEC
643
Benjamin F. Edwards & Company
Missouri
$12K -$11.4K -100 -50%
BA
644
Bellwether Advisors
Nebraska
$12K -$1.14K -10 -9%
DAC
645
Dividend Assets Capital
South Carolina
$12K
PB
646
Pinnacle Bancorp
Nebraska
$12K
AIP
647
Ahrens Investment Partners
Louisiana
$12K +$11.4K +100 New
ACM
648
Aquatic Capital Management
Illinois
$12K +$11.4K +100 New
MCM
649
MV Capital Management
Maryland
$11K -$686 -6 -6%
EW
650
Evoke Wealth
California
$11K +$343 +3 +3%

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.