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DTE Energy

676 hedge funds and large institutions have $17.2B invested in DTE Energy in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 203 increasing their positions, 239 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

28% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.63M

9% more funds holding

Funds holding: 620676 (+56)

5% more capital invested

Capital invested by funds: $16.3B → $17.2B (+$884M)

0.57% less ownership

Funds ownership: 86.39%85.82% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 239

Holders
676
Holders Change
+56
Holders Change %
+9.03%
% of All Funds
11.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
121
Increased
203
Reduced
239
Closed
58
Calls
$11.1M
Puts
$8.63M
Net Calls
+$2.43M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B -$37.6M -356,538 -1%
Capital World Investors
2
Capital World Investors
California
$2.57B -$116M -1,099,228 -4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.78B +$606M +5,744,543 +50%
BlackRock
4
BlackRock
New York
$1.7B -$35.5M -336,337 -2%
State Street
5
State Street
Massachusetts
$1.16B -$36.1M -342,263 -3%
Franklin Resources
6
Franklin Resources
California
$604M +$86.3K +819 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$401M +$237K +2,253 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$345M +$43.6M +413,367 +14%
Northern Trust
9
Northern Trust
Illinois
$249M -$13.3M -126,605 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$223M +$228M +2,162,559 New
Legal & General Group
11
Legal & General Group
United Kingdom
$214M -$11.2M -106,564 -5%
Boston Partners
12
Boston Partners
Massachusetts
$208M +$134M +1,271,213 +172%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$189M -$6.23M -59,098 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$180M +$14.9M +141,674 +9%
JP Morgan Chase
15
JP Morgan Chase
New York
$139M -$153M -1,453,229 -52%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$139M +$3.94M +37,411 +3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$137M +$96.3M +913,467 +221%
DPIM
18
Duff & Phelps Investment Management
Illinois
$117M -$10.7M -101,872 -8%
Charles Schwab
19
Charles Schwab
California
$112M -$1.26M -11,978 -1%
Jennison Associates
20
Jennison Associates
New York
$105M +$46.3M +439,710 +76%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$105M -$6.75M -64,078 -6%
Swiss National Bank
22
Swiss National Bank
Switzerland
$98.9M -$13.3M -126,077 -12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$84.3M +$24.7M +233,953 +40%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$84.2M -$7.1M -67,361 -8%
Invesco
25
Invesco
Georgia
$83M +$7.38M +70,031 +10%

DTE Hedge Fund Activity: Q4 2020 in Review

676 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2020, worth a combined $17.2B — up 5.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 203 added to existing stakes and 239 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $153M.

  • 676 institutional investors held DTE Energy (DTE) as of Q4 2020, up from 620 in Q3 2020.
  • Funds reported $17.2B of DTE Energy stock for Q4 2020, up 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2020 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2020 was Capital Research Global Investors, an estimated $606M added.
  • The largest DTE Energy seller in Q4 2020 was JP Morgan Chase, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2020.