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DTE Energy
DTE

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753 → 786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15% → 76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$222M
2
ClearBridge Investments
ClearBridge Investments
New York
+$190M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$33.9M
5
Bank of America
Bank of America
North Carolina
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$253M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$123M
3
Cohen & Steers
Cohen & Steers
New York
-$95.9M
4
State Street
State Street
Massachusetts
-$63M
5
ECM
ExodusPoint Capital Management
New York
-$62M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
251
GYL Financial Synergies
Connecticut
$1.61M +$63.6K +589 +4%
SPA
252
Sherbrooke Park Advisers
New York
$1.6M +$498K +4,619 +48%
PMFA
253
Plante Moran Financial Advisors
Michigan
$1.6M -$9.39K -87 -0.6%
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$206K +1,911 +16%
FAB
255
First American Bank
Illinois
$1.52M +$235K +2,179 +19%
AIP
256
Ameritas Investment Partners
Nebraska
$1.52M +$14.7K +136 +1%
CAM
257
Columbia Asset Management
Michigan
$1.52M – – –
QCM
258
Quantinno Capital Management
New York
$1.51M +$811K +7,515 +126%
HIMCH
259
Hartford Investment Management Co (HIMCO)
Connecticut
$1.5M -$56.8K -526 -4%
ASN
260
Advisory Services Network
Georgia
$1.5M -$53.3K -494 -4%
SWM
261
Sculati Wealth Management
Michigan
$1.49M -$37.4K -347 -3%
Allianz Asset Management
262
Allianz Asset Management
Germany
$1.45M -$1.8M -16,658 -56%
SFA
263
Sequoia Financial Advisors
Ohio
$1.41M -$32.4K -300 -2%
Wealthfront Advisers
264
Wealthfront Advisers
California
$1.4M +$205K +1,902 +18%
BSW
265
Buckingham Strategic Wealth
Missouri
$1.38M +$714K +6,617 +117%
MHI
266
Miller Howard Investments
New York
$1.38M -$260K -2,411 -16%
SAM
267
Securian Asset Management
Minnesota
$1.36M -$98.9K -917 -7%
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$1.35M -$54K -500 -4%
LFG
269
Larson Financial Group
Missouri
$1.35M -$270K -2,500 -17%
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$1.34M +$687K +6,366 +113%
Credit Agricole
271
Credit Agricole
France
$1.34M +$724K +6,709 +115%
ACIM
272
Azimuth Capital Investment Management
Michigan
$1.32M – – –
CAM
273
Cresset Asset Management
Illinois
$1.32M +$136K +1,265 +12%
Truist Financial
274
Truist Financial
North Carolina
$1.31M +$26.3K +244 +2%
ONB
275
Old National Bancorp
Indiana
$1.3M -$38.6K -358 -3%
9 10
11
12 13

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.