DTE Energy
620 hedge funds and large institutions have $13.4B invested in DTE Energy in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 234 reducing their positions, and 124 closing their positions.
170% more call options, than puts
Call options by funds: $25.2M | Put options by funds: $9.34M
0.65% more ownership
Funds ownership: 85.62% → 86.27% (+0.65%)
8% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 234
10% less funds holding
Funds holding: 688 → 620 (-68)
26% less capital invested
Capital invested by funds: $18.2B → $13.4B (-$4.73B)
46% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 124
88% less funds holding in top 10
Funds holding in top 10: 8 → 1 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$173M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$167M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$161M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$158M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$130M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$90.1M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$75.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$70.9M |
| 5 |
Neuberger Berman Group
New York
|
-$69.9M |
DTE Hedge Fund Activity: Q1 2020 in Review
620 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2020, worth a combined $13.4B — down 26% from $18.2B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of DTE and 67 opened new positions — a net loss of 57 holders — while 234 trimmed existing stakes and 215 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $173M. The largest seller was Zimmer Partners, exiting entirely with an estimated $130M sold.
- 620 institutional investors held DTE Energy (DTE) as of Q1 2020, down from 688 in Q4 2019.
- Funds reported $13.4B of DTE Energy stock for Q1 2020, down 26% quarter-over-quarter.
- 67 funds opened new DTE Energy positions in Q1 2020 and 124 closed out, a net change of -57 holders.
- The largest DTE Energy buyer in Q1 2020 was Capital Research Global Investors, an estimated $173M added.
- The largest DTE Energy seller in Q1 2020 was Zimmer Partners, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2020.