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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B +$48.9M +418,386 +2%
Capital World Investors
2
Capital World Investors
California
$2.23B -$367M -3,140,031 -13%
BlackRock
3
BlackRock
New York
$1.96B +$43.4M +370,830 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.93B -$305M -2,612,047 -13%
State Street
5
State Street
Massachusetts
$1.25B +$22.6M +193,593 +2%
Franklin Resources
6
Franklin Resources
California
$784M +$2.42M +20,672 +0.3%
Ameriprise
7
Ameriprise
Minnesota
$507M +$116M +987,798 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$436M +$10.5M +90,010 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$378M -$8.2M -70,148 -2%
Northern Trust
10
Northern Trust
Illinois
$264M -$4.3M -36,806 -2%
Legal & General Group
11
Legal & General Group
United Kingdom
$219M -$1.46M -12,511 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$196M -$10.4M -88,735 -5%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$193M -$976K -8,344 -0.5%
Invesco
14
Invesco
Georgia
$185M +$77.6M +663,140 +66%
Boston Partners
15
Boston Partners
Massachusetts
$173M +$3.56M +30,469 +2%
Goldman Sachs
16
Goldman Sachs
New York
$143M +$75M +641,646 +98%
Bank of America
17
Bank of America
North Carolina
$141M +$34.5M +295,058 +30%
SC
18
Sessa Capital
New York
$136M +$144M +1,233,750 New
Charles Schwab
19
Charles Schwab
California
$126M +$1.93M +16,497 +1%
Jennison Associates
20
Jennison Associates
New York
$111M -$1.57M -13,466 -1%
Swiss National Bank
21
Swiss National Bank
Switzerland
$102M -$5.69M -48,615 -5%
Morgan Stanley
22
Morgan Stanley
New York
$101M +$27.8M +237,735 +35%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$94.6M +$351K +3,005 +0.4%
First Trust Advisors
24
First Trust Advisors
Illinois
$90.3M +$9.18M +78,467 +11%
PPA
25
Parametric Portfolio Associates
Washington
$89.8M +$3.33M +28,467 +4%

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.