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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
MML Investors Services
276
MML Investors Services
Massachusetts
$1.04M +$121K +1,122 +12%
VI
277
Vestcor Inc
New Brunswick, Canada
$1.04M +$2.69K +25 +0.2%
AG
278
Ascent Group
Virginia
$1.03M +$1.13M +10,465 New
IA
279
IFP Advisors
Florida
$1.02M +$714K +6,632 +180%
William Blair & Company
280
William Blair & Company
Illinois
$1.02M +$861 +8 +0.1%
AWS
281
Atria Wealth Solutions
New York
$1.02M -$9.9K -92 -0.9%
FA
282
Fiduciary Alliance
South Carolina
$1.02M +$980K +9,112 +789%
OLVIG
283
Oliver Lagore Vanvalin Investment Group
Michigan
$1.01M +$104K +967 +11%
M&T Bank
284
M&T Bank
New York
$976K -$23.7K -220 -2%
LCM
285
Leisure Capital Management
California
$973K +$39.7K +369 +4%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$948K +$1.03M +9,549 New
Nordea Investment Management
287
Nordea Investment Management
Sweden
$939K
Connor, Clark & Lunn Investment Management (CC&L)
288
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$937K +$202K +1,881 +25%
CGH
289
Crossmark Global Holdings
Texas
$937K -$9.9K -92 -0.9%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$929K +$48.5K +451 +5%
JIC
291
Johnson Investment Counsel
Ohio
$928K -$5.92K -55 -0.6%
GLR
292
Great Lakes Retirement
Ohio
$924K -$1.29K -12 -0.1%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$920K +$167K +1,549 +20%
SFA
294
Sequoia Financial Advisors
Ohio
$909K -$154K -1,433 -14%
PAG
295
Private Advisor Group
New Jersey
$904K -$185K -1,716 -16%
YIH
296
Y-Intercept (HK)
Hong Kong
$895K +$969K +9,010 New
CIMLRA
297
CBRE Investment Management Listed Real Assets
Pennsylvania
$868K +$132K +1,227 +16%
PCA
298
Peddock Capital Advisors
Massachusetts
$859K -$3.66K -34 -0.4%
PA
299
Profund Advisors
Maryland
$849K -$2.58K -24 -0.3%
Wealthfront Advisers
300
Wealthfront Advisers
California
$848K -$42.4K -394 -4%

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.