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DTE Energy

620 hedge funds and large institutions have $16.3B invested in DTE Energy in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 239 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $10.6M

6% more capital invested

Capital invested by funds: $15.4B → $16.3B (+$881M)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0% less funds holding

Funds holding: 622620 (-2)

0.87% less ownership

Funds ownership: 87.27%86.39% (-0.87%)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 239

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
620
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
12.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
68
Increased
188
Reduced
239
Closed
64
Calls
$24.2M
Puts
$10.6M
Net Calls
+$13.6M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
651
Burney Company
Virginia
-$203K -2,224 Closed
EMG
652
ETF Managers Group
New Jersey
-$183K -2,022 Closed
DZ Bank
653
DZ Bank
Germany
-$182K -1,986 Closed
JIR
654
James Investment Research
Ohio
-$177K -1,939 Closed
PWP
655
Principle Wealth Partners
Connecticut
-$132K -1,438 Closed
CIA
656
ClearBridge Investments (Australia)
Australia
-$117K -1,276 Closed
KPCM
657
Kings Point Capital Management
New York
-$113K -1,234 Closed
MCM
658
Manchester Capital Management
Vermont
-$112K -1,226 Closed
OPS
659
Orion Portfolio Solutions
Nebraska
-$108K -1,180 Closed
THWM
660
Taylor Hoffman Wealth Management
Virginia
-$106K -1,160 Closed
SF
661
Synovus Financial
Georgia
-$84K -911 Closed
BL
662
Balentine LLC
Georgia
-$79K -867 Closed
HFA
663
Hoover Financial Advisors
Pennsylvania
-$72K -787 Closed
CFG
664
Citizens Financial Group
Rhode Island
-$46K -502 Closed
CIM
665
Centersquare Investment Management
Pennsylvania
-$35K -388 Closed
SCA
666
Stonebridge Capital Advisors
Minnesota
-$35K -382 Closed
WR
667
Watson Rebecca
-$32K -345 Closed
BFIM
668
Beese Fulmer Investment Management
Ohio
-$22K -240 Closed
AWM
669
Apollon Wealth Management
South Carolina
-$19K -206 Closed
FANJ
670
Financial Architects (New Jersey)
New Jersey
-$13K -143 Closed
CA
671
Clearstead Advisors
Ohio
-$11K -118 Closed
RCA
672
Reitz Capital Advisors
Michigan
-$11K -118 Closed
TWP
673
TFO Wealth Partners
Ohio
-$11K -118 Closed
LFG
674
Larson Financial Group
Missouri
-$11K -116 Closed
DI
675
Disciplined Investments
Oklahoma
-$10K -109 Closed

DTE Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2020, worth a combined $16.3B — up 5.7% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 64 closed out — a net gain of 4 holders — while 188 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was Nordea Investment Management, cutting an estimated $188M.

  • 620 institutional investors held DTE Energy (DTE) as of Q3 2020, down from 622 in Q2 2020.
  • Funds reported $16.3B of DTE Energy stock for Q3 2020, up 5.7% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2020 and 64 closed out, a net change of +4 holders.
  • The largest DTE Energy buyer in Q3 2020 was Capital Research Global Investors, an estimated $286M added.
  • The largest DTE Energy seller in Q3 2020 was Nordea Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2020.