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DTE Energy
DTE

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: 652 → 703 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$139M
2
ZP
Zimmer Partners
New York
+$130M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Millennium Management
Millennium Management
New York
+$48.4M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$46.4M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$763M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$50.9M
3
Goldman Sachs
Goldman Sachs
New York
-$47.5M
4
HF
HRT Financial
New York
-$24.4M
5
Ameriprise
Ameriprise
Minnesota
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Sierra Capital
Florida
$3K +$2.86K +25 New
AWA
677
Amplius Wealth Advisors
Pennsylvania
$3K +$3.32K +29 New
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$1.14K -10 -33%
AWM
679
AllSquare Wealth Management
New York
$2K – – –
CWC
680
Carolinas Wealth Consulting
North Carolina
$2K – – –
LF
681
Lee Financial
Texas
$2K – – –
PWMG
682
Prestige Wealth Management Group
New Jersey
$2K – – –
LWA
683
Lenox Wealth Advisors
New York
$2K +$1.49K +13 New
JWA
684
JFS Wealth Advisors
Pennsylvania
$2K +$1.83K +16 New
FWM
685
Focused Wealth Management
New York
$1K – – –
JFA
686
JNBA Financial Advisors
Minnesota
$1K – – –
MCM
687
Manchester Capital Management
Vermont
$1K – – –
TFM
688
TFC Financial Management
Massachusetts
$1K – – –
TC
689
Truvestments Capital
Florida
$1K – – –
S
690
Surevest
California
$1K +$800 +7 New
SC
691
Schubert & Co
Texas
$1K +$1.03K +9 New
CAC
692
Core Alternative Capital
Georgia
$1K +$1.14K +10 New
SFM
693
Signet Financial Management
New Jersey
$1K +$1.37K +12 New
GFPC
694
Global Financial Private Client
Florida
$598 – – –
FGAM
695
Financial Gravity Asset Management
Texas
$293 +$123K +1,078 +53,900%
RTC
696
Riverview Trust Company
Washington
$211 +$82K +717 +69%
BBHC
697
Brown Brothers Harriman & Co
New York
$9 -$13.5K -118 -61%
Baillie Gifford & Co
698
Baillie Gifford & Co
United Kingdom
– -$50.9M -455,921 Closed
BIC
699
Beach Investment Counsel
Pennsylvania
– -$10.3M -92,409 Closed
Tudor Investment Corp
700
Tudor Investment Corp
Connecticut
– -$9.07M -81,155 Closed
26 27
28
29 30

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.