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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
DWP
726
Destiny Wealth Partners
Florida
-$82K -724 Closed
VBCG
727
Valley Brook Capital Group
Pennsylvania
-$79K -705 Closed
CAC
728
Certified Advisory Corp
Florida
-$51K -445 Closed
SFS
729
Sowell Financial Services
Arkansas
-$52K -432 Closed
VFA
730
Valeo Financial Advisors
Indiana
-$44K -385 Closed
AIC
731
Ameritas Investment Company
Nebraska
-$40.6K -358 Closed
MWM
732
Mascoma Wealth Management
New Hampshire
-$39K -345 Closed
AS
733
Altshuler Shaham
Israel
-$38K -340 Closed
BCMIO
734
Beacon Capital Management Inc (Ohio)
Ohio
-$35K -306 Closed
First Manhattan
735
First Manhattan
New York
-$33K -294 Closed
WP
736
WealthShield Partners
North Carolina
-$33K -294 Closed
EP
737
Eudaimonia Partners
Tennessee
-$21K -186 Closed
RWM
738
RBA Wealth Management
California
-$18.6K -165 Closed
SLF
739
Sun Life Financial
Ontario, Canada
-$15K -135 Closed
CL
740
COWA LLC
Oklahoma
-$14K -118 Closed
WCM
741
Wealthcare Capital Management
Virginia
-$9K -75 Closed
HDIM
742
Hanson & Doremus Investment Management
Vermont
-$8K -73 Closed
MWP
743
Meridian Wealth Partners
Pennsylvania
-$7K -56 Closed
ADIM
744
Alpha DNA Investment Management
Maryland
-$3K -33 Closed
RIM
745
Rockbridge Investment Management
New York
-$3K -26 Closed
CFD
746
Creative Financial Designs
Indiana
-$3K -24 Closed
MLFP
747
MPS Loria Financial Planners
Illinois
-$2K -21 Closed
GAM
748
Grandview Asset Management
Pennsylvania
-$1K -8 Closed
CCM
749
Covington Capital Management
California
-$1K -7 Closed
TAIM
750
TD Ameritrade Investment Management
Nebraska
+$117 +1 New

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.