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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
LMIM
251
Lockheed Martin Investment Management
Maryland
$1.36M
KBC Group
252
KBC Group
Belgium
$1.36M +$174K +1,617 +13%
SWM
253
Sculati Wealth Management
Michigan
$1.36M +$46.3K +430 +3%
NA
254
NewEdge Advisors
Louisiana
$1.35M -$348K -3,230 -19%
GFS
255
GYL Financial Synergies
Connecticut
$1.34M -$34.4K -320 -2%
QCM
256
QRG Capital Management
Illinois
$1.33M +$1.44M +13,387 New
BCM
257
Bayesian Capital Management
New York
$1.3M +$1.03M +9,600 +277%
EWS
258
Evergreen Wealth Solutions
Pennsylvania
$1.28M +$25K +232 +2%
SG Americas Securities
259
SG Americas Securities
New York
$1.28M -$909K -8,447 -40%
WorldQuant Millennium Advisors
260
WorldQuant Millennium Advisors
New York
$1.28M -$7.53M -69,981 -84%
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$1.27M +$10.8K +100 +0.8%
ONB
262
Old National Bancorp
Indiana
$1.24M -$21.5K -200 -2%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$1.23M -$64.4K -599 -5%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$1.19M -$173K -1,607 -12%
ACIM
265
Azimuth Capital Investment Management
Michigan
$1.18M
IAA
266
Independent Advisor Alliance
North Carolina
$1.17M +$584K +5,428 +86%
VPIM
267
Vanguard Personalized Indexing Management
California
$1.15M -$318K -2,959 -20%
WANY
268
Wealthspire Advisors (New York)
New York
$1.15M +$1.25M +11,584 New
CWM
269
CIBC World Markets
New York
$1.13M -$1.37M -12,776 -53%
MYAM
270
Meiji Yasuda Asset Management
Japan
$1.11M +$384K +3,570 +47%
CB
271
Cadence Bank
Mississippi
$1.08M -$21.3K -198 -2%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$1.06M +$140K +1,300 +14%
Marshall Wace
273
Marshall Wace
United Kingdom
$1.06M +$1.15M +10,653 New
SIA
274
Strategic Investment Advisors
Michigan
$1.05M -$1.29K -12 -0.1%
API
275
Advisor Partners II
California
$1.05M +$182K +1,689 +19%

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.