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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
JIC
276
Johnson Investment Counsel
Ohio
$1.17M +$377K +3,366 +46%
William Blair & Company
277
William Blair & Company
Illinois
$1.16M -$9.86K -88 -0.8%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$119K +1,061 +11%
SIA
279
Strategic Investment Advisors
Michigan
$1.16M +$57K +509 +5%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$331K +2,956 +39%
CGH
281
Crossmark Global Holdings
Texas
$1.11M -$626K -5,593 -36%
CWM
282
CIBC World Markets
New York
$1.07M -$1.45M -12,981 -57%
BWA
283
BDO Wealth Advisors
Florida
$1.07M +$13.6K +121 +1%
SFA
284
Sequoia Financial Advisors
Ohio
$1.06M +$25.1K +224 +2%
AIM
285
Aigen Investment Management
New York
$1.02M +$1.05M +9,353 New
GLR
286
Great Lakes Retirement
Ohio
$1.02M +$104K +930 +11%
LCM
287
Leisure Capital Management
California
$1.02M +$13.8K +123 +1%
AIMCA
288
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$996K -$1.72M -15,395 -63%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$985K -$33.6K -300 -3%
CHC
290
City Holding Co
West Virginia
$973K -$150K -1,337 -13%
API
291
Advisor Partners II
California
$964K +$80.3K +717 +9%
PA
292
Profund Advisors
Maryland
$963K -$55.6K -496 -5%
SHFA
293
SS&H Financial Advisors
Michigan
$961K
I
294
InceptionR
California
$956K +$121K +1,080 +14%
M&T Bank
295
M&T Bank
New York
$950K -$7.95K -71 -0.8%
MLICM
296
Metropolitan Life Insurance Company (MetLife)
New York
$949K -$284K -2,540 -23%
PAG
297
Private Advisor Group
New Jersey
$935K -$247K -2,203 -21%
SIC
298
Sigma Investment Counselors
Michigan
$924K -$22.7K -203 -2%
QCM
299
Qsemble Capital Management
New York
$909K +$493K +4,400 +113%
Nordea Investment Management
300
Nordea Investment Management
Sweden
$900K

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.