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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$1.63M -$47.2K -421 -3%
FMWA
252
Forvis Mazars Wealth Advisors
Missouri
$1.58M +$85.8K +766 +6%
LSV Asset Management
253
LSV Asset Management
Illinois
$1.58M -$6.45M -57,600 -80%
HWAM
254
Hennion & Walsh Asset Management
New Jersey
$1.57M +$179K +1,598 +13%
PMFA
255
Plante Moran Financial Advisors
Michigan
$1.57M +$424K +3,781 +36%
Rafferty Asset Management
256
Rafferty Asset Management
New York
$1.56M +$174K +1,553 +12%
LFG
257
Larson Financial Group
Missouri
$1.54M +$11.5K +103 +0.7%
FAB
258
First American Bank
Illinois
$1.53M +$680K +6,074 +77%
ONB
259
Old National Bancorp
Indiana
$1.43M -$580K -5,182 -28%
SWM
260
Sculati Wealth Management
Michigan
$1.42M -$3.36K -30 -0.2%
NB
261
Norinchukin Bank
Japan
$1.41M +$41.8K +373 +3%
LSERS
262
Louisiana State Employees Retirement System
Louisiana
$1.38M +$11.2K +100 +0.8%
CAN
263
Cetera Advisor Networks
California
$1.38M -$92.9K -829 -6%
DT
264
Diversified Trust
Tennessee
$1.35M -$134K -1,199 -9%
SS
265
Simplicity Solutions
Minnesota
$1.34M +$1.37M +12,267 New
EWS
266
Evergreen Wealth Solutions
Pennsylvania
$1.33M +$24.9K +222 +2%
KBC Group
267
KBC Group
Belgium
$1.32M
KAS
268
Kestra Advisory Services
Texas
$1.32M -$215K -1,917 -14%
ACIM
269
Azimuth Capital Investment Management
Michigan
$1.29M -$56K -500 -4%
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$1.29M -$10.6M -94,449 -89%
VPIM
271
Vanguard Personalized Indexing Management
California
$1.29M -$106K -948 -7%
LMIM
272
Lockheed Martin Investment Management
Maryland
$1.26M
Allianz Asset Management
273
Allianz Asset Management
Germany
$1.25M +$1.28M +11,412 New
HFG
274
Heron Financial Group
New York
$1.25M +$86.9K +776 +7%
CB
275
Cadence Bank
Mississippi
$1.22M -$47K -420 -4%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.