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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
226
INTECH Investment Management
Florida
$1.61M -$496K -4,609 -22%
CAM
227
Columbia Asset Management
Michigan
$1.61M -$201K -1,870 -10%
FB
228
Fulton Bank
Pennsylvania
$1.6M -$73.6K -684 -4%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$1.58M -$5.16M -47,952 -75%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$1.58M -$10.8K -100 -0.6%
KRS
231
Kentucky Retirement Systems
Kentucky
$1.56M -$87.6K -814 -5%
MSRPS
232
Maryland State Retirement & Pension System
Maryland
$1.56M
FMWA
233
Forvis Mazars Wealth Advisors
Missouri
$1.53M -$825K -7,669 -33%
ASN
234
Advisory Services Network
Georgia
$1.53M +$90.1K +837 +6%
Simplex Trading
235
Simplex Trading
Illinois
$1.51M +$1.54M +14,301 +1,520%
LFG
236
Larson Financial Group
Missouri
$1.51M +$122K +1,133 +8%
SLAM
237
Swiss Life Asset Management
$1.51M -$3.49M -32,434 -68%
SAM
238
Securian Asset Management
Minnesota
$1.46M -$212K -1,971 -12%
KAS
239
Kestra Advisory Services
Texas
$1.46M +$121K +1,128 +8%
MF
240
Magnetar Financial
Illinois
$1.46M +$1.58M +14,661 New
LSV Asset Management
241
LSV Asset Management
Illinois
$1.43M
CAN
242
Cetera Advisor Networks
California
$1.43M +$262K +2,435 +20%
DZ Bank
243
DZ Bank
Germany
$1.41M -$1.51M -14,021 -50%
FAB
244
First American Bank
Illinois
$1.41M -$2.9K -27 -0.2%
PMFA
245
Plante Moran Financial Advisors
Michigan
$1.4M +$21.8K +203 +1%
AIP
246
Ameritas Investment Partners
Nebraska
$1.4M -$125K -1,166 -8%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$1.39M -$51.8K -481 -3%
BOSSRA
248
B.O.S.S. Retirement Advisors
Utah
$1.37M -$109K -1,017 -7%
Cerity Partners
249
Cerity Partners
New York
$1.37M -$70K -651 -5%
OTL
250
Oak Thistle LLC
New York
$1.36M +$1.48M +13,715 New

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.