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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
AIM
651
Anchor Investment Management
South Carolina
$4.13K
GWS
652
Glassman Wealth Services
Virginia
$4K
SFSIG
653
San Francisco Sentry Investment Group
California
$4K
LAS
654
Lloyd Advisory Services
Georgia
$4K +$3.69K +35 New
ADIM
655
Alpha DNA Investment Management
Maryland
$4K +$4.22K +40 New
RIM
656
Rockbridge Investment Management
New York
$3K
SIM
657
Sonora Investment Management
Arizona
$3K
MCM
658
Manchester Capital Management
Vermont
$3K +$2.85K +27 New
HIA
659
Harbor Investment Advisory
Maryland
$2K -$10.3K -98 -82%
AWM
660
AllSquare Wealth Management
New York
$2K
CWC
661
Carolinas Wealth Consulting
North Carolina
$2K
SFO
662
Standard Family Office
South Dakota
$2K +$1.9K +18 New
NSB
663
Norway Savings Bank
Maine
$2K +$2K +19 New
MLFP
664
MPS Loria Financial Planners
Illinois
$2K +$2.21K +21 New
HIM
665
Hillsdale Investment Management
Ontario, Canada
$1K
JFA
666
JNBA Financial Advisors
Minnesota
$1K
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TFM
668
TFC Financial Management
Massachusetts
$1K
PWMG
669
Prestige Wealth Management Group
New Jersey
$1K +$422 +4 +44%
FGAM
670
Financial Gravity Asset Management
Texas
$1K +$738 +7 New
ICP
671
Interchange Capital Partners
Pennsylvania
$1K +$1.16K +11 New
GFPC
672
Global Financial Private Client
Florida
$607 +$632 +6 New
Walleye Capital
673
Walleye Capital
New York
$571 -$933K -8,852 -62%
TI
674
tru Independence
Oregon
$37 +$37.9K +360 New
Newport Trust Company
675
Newport Trust Company
District of Columbia
-$37.4M -382,417 Closed

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.