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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
251
Desjardins Global Asset Management
Quebec, Canada
$1.58M +$233K +1,912 +19%
HFG
252
Heron Financial Group
New York
$1.56M +$17.3K +142 +1%
CWM
253
CIBC World Markets
New York
$1.56M +$594K +4,872 +71%
PAG
254
Private Advisor Group
New Jersey
$1.55M +$455K +3,733 +46%
MWM
255
Midwest Wealth Management
Indiana
$1.54M +$86.2K +707 +6%
FC
256
FORA Capital
Florida
$1.54M +$1.41M +11,600 New
FB
257
Fulton Bank
Pennsylvania
$1.52M -$11.6K -95 -0.8%
ACM
258
Azimuth Capital Management
Michigan
$1.52M -$91.5K -750 -6%
NMERB
259
New Mexico Educational Retirement Board
New Mexico
$1.49M -$61K -500 -4%
SLAM
260
Swiss Life Asset Management
$1.49M -$51.8K -425 -4%
PFM
261
Premier Fund Managers
United Kingdom
$1.49M
SFA
262
Sequoia Financial Advisors
Ohio
$1.48M -$209K -1,714 -13%
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$1.46M -$146K -1,200 -10%
RWA
264
Ropes Wealth Advisors
Massachusetts
$1.44M +$1.33M +10,909 New
AI
265
Atria Investments
North Carolina
$1.43M +$34.4K +282 +3%
PMFA
266
Plante Moran Financial Advisors
Michigan
$1.43M -$36.7K -301 -3%
PCA
267
Peddock Capital Advisors
Massachusetts
$1.42M +$608K +4,983 +87%
DILIC
268
Dai-ichi Life Insurance Company
Japan
$1.39M
EWS
269
Evergreen Wealth Solutions
Pennsylvania
$1.38M +$42.8K +351 +3%
William Blair & Company
270
William Blair & Company
Illinois
$1.35M -$25.5K -209 -2%
HIM
271
Hotaling Investment Management
Pennsylvania
$1.35M +$15.2K +125 +1%
CPO
272
Cerity Partners OCIO
New York
$1.34M +$958K +7,853 +347%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$1.32M -$17K -139 -1%
FMWA
274
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$85.7K +703 +8%
CAN
275
Cetera Advisor Networks
California
$1.31M +$89.3K +732 +8%

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.