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DTE Energy
DTE

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: 3 → 3 (0)

1% less funds holding

Funds holding: 676 → 672 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M
3
Franklin Resources
Franklin Resources
California
+$131M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$106M
5
BlackRock
BlackRock
New York
+$97.3M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$152M
2
JP Morgan Chase
JP Morgan Chase
New York
-$79.7M
3
Boston Partners
Boston Partners
Massachusetts
-$49.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$47.8M
5
Millennium Management
Millennium Management
New York
-$38.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
651
Alpha DNA Investment Management
Maryland
$3K -$735 -7 -18%
RIM
652
Rockbridge Investment Management
New York
$3K – – –
SIM
653
Sonora Investment Management
Arizona
$3K – – –
PWMG
654
Prestige Wealth Management Group
New Jersey
$3K +$945 +9 +69%
CFD
655
Creative Financial Designs
Indiana
$3K +$2.52K +24 New
KFP
656
KB Financial Partners
New Jersey
$3K +$2.83K +27 New
AWM
657
AllSquare Wealth Management
New York
$2K – – –
CWC
658
Carolinas Wealth Consulting
North Carolina
$2K – – –
JFA
659
JNBA Financial Advisors
Minnesota
$2K – – –
MLFP
660
MPS Loria Financial Planners
Illinois
$2K – – –
SFO
661
Standard Family Office
South Dakota
$2K – – –
CFA
662
Carroll Financial Associates
North Carolina
$2K +$2.1K +20 New
FPS
663
Fieldpoint Private Securities
Connecticut
$1K -$16.1K -153 -96%
MCM
664
Manchester Capital Management
Vermont
$1K -$1.89K -18 -67%
TFM
665
TFC Financial Management
Massachusetts
$1K – – –
CCM
666
Covington Capital Management
California
$1K +$735 +7 New
GAM
667
Grandview Asset Management
Pennsylvania
$1K +$840 +8 New
TC
668
Truvestments Capital
Florida
$1K +$1.36K +13 New
FGAM
669
Financial Gravity Asset Management
Texas
$780 – – –
GFPC
670
Global Financial Private Client
Florida
$665 – – –
BBHC
671
Brown Brothers Harriman & Co
New York
$10 -$10.2K -97 -52%
LC
672
LNZ Capital
New York
– -$20.8M -200,925 Closed
Renaissance Technologies
673
Renaissance Technologies
New York
– -$17.3M -167,320 Closed
MWNA
674
Marshall Wace North America
New York
– -$14.2M -137,475 Closed
Capital Fund Management (CFM)
675
Capital Fund Management (CFM)
France
– -$13.6M -131,155 Closed
25 26
27
28 29

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.