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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Cadence Bank
Mississippi
$1.5M +$1.69M +13,063 New
FB
252
Fulton Bank
Pennsylvania
$1.49M +$149K +1,156 +10%
LFG
253
Larson Financial Group
Missouri
$1.47M +$1.56M +12,080 +1,833%
NFG
254
Nations Financial Group
Iowa
$1.46M +$1.64M +12,701 New
ACIM
255
Azimuth Capital Investment Management
Michigan
$1.43M -$42.9K -332 -3%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$1.43M +$516K +3,991 +47%
LSERS
257
Louisiana State Employees Retirement System
Louisiana
$1.43M +$12.9K +100 +0.8%
FMWA
258
Forvis Mazars Wealth Advisors
Missouri
$1.42M +$3.36K +26 +0.2%
KBC Group
259
KBC Group
Belgium
$1.39M
CAN
260
Cetera Advisor Networks
California
$1.38M +$114K +882 +8%
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$1.37M +$23.6K +183 +2%
EWS
262
Evergreen Wealth Solutions
Pennsylvania
$1.35M +$119K +925 +9%
MLICM
263
Metropolitan Life Insurance Company (MetLife)
New York
$1.33M -$17.4K -135 -1%
HWAM
264
Hennion & Walsh Asset Management
New Jersey
$1.32M +$133K +1,033 +10%
MML Investors Services
265
MML Investors Services
Massachusetts
$1.31M -$633K -4,897 -30%
PCA
266
Peddock Capital Advisors
Massachusetts
$1.3M +$39.4K +305 +3%
PAG
267
Private Advisor Group
New Jersey
$1.28M -$196K -1,521 -12%
LMIM
268
Lockheed Martin Investment Management
Maryland
$1.26M -$284K -2,200 -17%
RWA
269
Ropes Wealth Advisors
Massachusetts
$1.25M
William Blair & Company
270
William Blair & Company
Illinois
$1.25M -$12.1K -94 -0.9%
HFG
271
Heron Financial Group
New York
$1.22M -$4.39K -34 -0.3%
CHC
272
City Holding Co
West Virginia
$1.22M +$231K +1,789 +20%
HIM
273
Hotaling Investment Management
Pennsylvania
$1.21M -$2.71K -21 -0.2%
DGAM
274
Desjardins Global Asset Management
Quebec, Canada
$1.21M +$38.1K +295 +3%
PMFA
275
Plante Moran Financial Advisors
Michigan
$1.21M -$10.1K -78 -0.7%

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.