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DTE Energy

620 hedge funds and large institutions have $16.3B invested in DTE Energy in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 239 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $10.6M

6% more capital invested

Capital invested by funds: $15.4B → $16.3B (+$881M)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0% less funds holding

Funds holding: 622620 (-2)

0.87% less ownership

Funds ownership: 87.27%86.39% (-0.87%)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 239

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
620
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
12.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
68
Increased
188
Reduced
239
Closed
64
Calls
$24.2M
Puts
$10.6M
Net Calls
+$13.6M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$2.54B +$8.88M +90,891 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.52B -$95M -972,788 -4%
BlackRock
3
BlackRock
New York
$1.65B -$27.7M -283,396 -2%
State Street
4
State Street
Massachusetts
$1.13B -$24.4M -249,541 -2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.13B +$286M +2,924,393 +34%
Franklin Resources
6
Franklin Resources
California
$572M +$60.9M +622,952 +12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$380M +$1.79M +18,296 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$287M +$89.9M +919,887 +46%
JP Morgan Chase
9
JP Morgan Chase
New York
$273M +$8.62M +88,195 +3%
Northern Trust
10
Northern Trust
Illinois
$249M -$14.5M -148,648 -6%
Legal & General Group
11
Legal & General Group
United Kingdom
$213M -$2.46M -25,143 -1%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$185M +$446K +4,564 +0.2%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$177M -$188M -1,920,898 -52%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$157M +$575K +5,880 +0.4%
CS
15
Credit Suisse
Switzerland
$148M +$37.2M +380,691 +34%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$128M +$2.55M +26,108 +2%
DPIM
17
Duff & Phelps Investment Management
Illinois
$120M +$2.61M +26,690 +2%
Nomura Holdings
18
Nomura Holdings
Japan
$117M +$115M +1,179,356 +6,989%
Charles Schwab
19
Charles Schwab
California
$107M -$3.97M -40,599 -4%
Swiss National Bank
20
Swiss National Bank
Switzerland
$106M -$1.21M -12,338 -1%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$106M -$1.83M -18,711 -2%
Goldman Sachs
22
Goldman Sachs
New York
$104M -$84.5M -864,702 -45%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$100M +$76.5M +783,322 +331%
Bank of America
24
Bank of America
North Carolina
$91.9M +$6.44M +65,914 +8%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$86.4M -$7.97M -81,602 -8%

DTE Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2020, worth a combined $16.3B — up 5.7% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 64 closed out — a net gain of 4 holders — while 188 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $286M. The largest seller was Nordea Investment Management, cutting an estimated $188M.

  • 620 institutional investors held DTE Energy (DTE) as of Q3 2020, down from 622 in Q2 2020.
  • Funds reported $16.3B of DTE Energy stock for Q3 2020, up 5.7% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q3 2020 and 64 closed out, a net change of +4 holders.
  • The largest DTE Energy buyer in Q3 2020 was Capital Research Global Investors, an estimated $286M added.
  • The largest DTE Energy seller in Q3 2020 was Nordea Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2020.