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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
LAS
651
Lloyd Advisory Services
Georgia
$7K +$3.74K +32 +91%
CCA
652
Column Capital Advisors
Indiana
$6K -$819 -7 -11%
FHC
653
First Horizon Corporation
Tennessee
$6K
IFAM
654
Institutional & Family Asset Management
Colorado
$6K
EBA
655
Eagle Bay Advisors
New York
$6K +$4.79K +41 New
AFG
656
Albion Financial Group
Utah
$6K +$6.43K +55 New
IRC
657
Investors Research Corp
Georgia
$6K +$6.9K +59 New
Nisa Investment Advisors
658
Nisa Investment Advisors
Missouri
$5.83K +$350K +2,997 +6%
VCM
659
Vigilant Capital Management
Maine
$5K +$5.03K +43 New
SWA
660
Sutton Wealth Advisors
Florida
$4.92K
AIM
661
Anchor Investment Management
South Carolina
$4.41K
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$117 -1 -3%
CFO
663
CVA Family Office
Colorado
$4K
SFSIG
664
San Francisco Sentry Investment Group
California
$4K
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.21K +36 New
RA
666
Resolute Advisors
California
$4K +$4.21K +36 New
MF
667
Magnetar Financial
Illinois
$3.81K +$4.05M +34,590 New
KFP
668
KB Financial Partners
New Jersey
$3K
FI
669
FormulaFolio Investments
Michigan
$3K +$3.16K +27 New
CMBA
670
C.M. Bidwell & Associates
Hawaii
$3K +$3.74K +32 New
AWM
671
AllSquare Wealth Management
New York
$2K
CWC
672
Carolinas Wealth Consulting
North Carolina
$2K
JFA
673
JNBA Financial Advisors
Minnesota
$2K
PWMG
674
Prestige Wealth Management Group
New Jersey
$2K
SFO
675
Standard Family Office
South Dakota
$2K

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.