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DTE Energy

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: 753786 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
276
BI Asset Management Fondsmaeglerselskab
Denmark
$1.29M +$465K +4,306 +60%
MWM
277
Modern Wealth Management
Kansas
$1.27M -$37K -343 -3%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$1.23M -$2.15M -19,932 -64%
EWS
279
Evergreen Wealth Solutions
Pennsylvania
$1.22M -$216 -2 -0%
AWS
280
Atria Wealth Solutions
New York
$1.21M +$12.6K +117 +1%
AWM
281
Axxcess Wealth Management
California
$1.21M +$168K +1,557 +17%
WANY
282
Wealthspire Advisors (New York)
New York
$1.2M -$89.7K -831 -7%
UM
283
UniSuper Management
Australia
$1.2M +$928K +8,603 +407%
HWAM
284
Hennion & Walsh Asset Management
New Jersey
$1.19M -$127K -1,173 -10%
PD
285
Point72 (DIFC)
United Arab Emirates
$1.18M +$1.13M +10,487 New
TCM
286
Teza Capital Management
Illinois
$1.17M -$323K -2,989 -22%
BOSSRA
287
B.O.S.S. Retirement Advisors
Utah
$1.17M -$136K -1,258 -11%
IA
288
IFP Advisors
Florida
$1.17M +$224K +2,074 +25%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$1.17M -$32.4K -300 -3%
SIA
290
Strategic Investment Advisors
Michigan
$1.16M -$38.8K -360 -3%
IAA
291
Independent Advisor Alliance
North Carolina
$1.15M -$79K -732 -7%
PAS
292
Park Avenue Securities
New York
$1.14M -$5.93K -55 -0.5%
LMIM
293
Lockheed Martin Investment Management
Maryland
$1.13M -$162K -1,500 -13%
CB
294
Cadence Bank
Mississippi
$1.13M -$74.6K -691 -6%
FA
295
Fiduciary Alliance
South Carolina
$1.12M -$9.93K -92 -0.9%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$1.1M -$152K -1,405 -12%
PI
297
PFG Investments
New York
$1.1M +$838K +7,764 +381%
BMSSC
298
B. Metzler seel. Sohn & Co
Germany
$1.1M +$643K +5,961 +156%
JIC
299
Johnson Investment Counsel
Ohio
$1.09M +$100K +927 +10%
HI
300
Horizon Investments
North Carolina
$1.08M +$630K +5,842 +155%

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.