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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.58B -$11.4M -100,124 -0.5%
BlackRock
2
BlackRock
New York
$2.07B +$139M +1,214,632 +8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.86B +$39M +340,983 +2%
State Street
4
State Street
Massachusetts
$1.14B -$1.36M -11,873 -0.1%
Franklin Resources
5
Franklin Resources
California
$747M +$8.36M +73,120 +1%
Capital World Investors
6
Capital World Investors
California
$475M -$763M -6,676,711 -63%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$422M +$6.11M +53,459 +2%
Ameriprise
8
Ameriprise
Minnesota
$412M -$22.5M -196,595 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$339M -$6.59M -57,644 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$327M +$124M +1,083,087 +65%
Northern Trust
11
Northern Trust
Illinois
$231M -$11M -96,487 -5%
Invesco
12
Invesco
Georgia
$230M +$24.1M +210,638 +12%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$207M +$2.1M +18,330 +1%
Legal & General Group
14
Legal & General Group
United Kingdom
$203M -$1.46M -12,727 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$178M -$3.87M -33,886 -2%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$175M -$4.9M -42,886 -3%
Boston Partners
17
Boston Partners
Massachusetts
$163M -$1.34M -11,736 -0.9%
ZP
18
Zimmer Partners
New York
$136M +$130M +1,137,250 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$122M +$800K +6,998 +0.7%
Charles Schwab
20
Charles Schwab
California
$122M +$3.19M +27,932 +3%
EIP
21
Energy Income Partners
Connecticut
$106M +$28.6M +250,546 +39%
Bank of America
22
Bank of America
North Carolina
$105M -$8.3M -72,624 -8%
Jennison Associates
23
Jennison Associates
New York
$102M
Millennium Management
24
Millennium Management
New York
$99.4M +$48.4M +423,064 +104%
First Trust Advisors
25
First Trust Advisors
Illinois
$96.4M -$214K -1,871 -0.2%

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.