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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Sigma Investment Counselors
Michigan
$932K +$3.12K +28 +0.3%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$920K +$48.4K +434 +5%
BBL
303
Beck Bode LLC
Massachusetts
$914K +$926K +8,307 New
EGM
304
Engineers Gate Manager
New York
$913K -$7.91M -70,973 -90%
Los Angeles Capital Management
305
Los Angeles Capital Management
California
$902K
APM
306
Advanced Portfolio Management
New York
$882K +$893K +8,016 New
PWM
307
Perigon Wealth Management
California
$881K +$893K +8,009 New
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$849K -$23.8M -213,306 -97%
IB
309
Intrust Bank
Kansas
$839K +$56.3K +505 +7%
MYAM
310
Meiji Yasuda Asset Management
Japan
$836K +$25.6K +230 +3%
CAM
311
Cresset Asset Management
Illinois
$835K +$839K +7,526 New
Connor, Clark & Lunn Investment Management (CC&L)
312
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$831K +$842K +7,557 New
CIMLRA
313
CBRE Investment Management Listed Real Assets
Pennsylvania
$826K +$837K +7,512 New
GT
314
Greenleaf Trust
Michigan
$821K +$39K +350 +5%
KRSITF
315
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$814K +$56.3K +505 +7%
SBH
316
Segall Bryant & Hamill
Illinois
$809K -$11K -99 -1%
I
317
InceptionR
California
$808K -$155K -1,387 -16%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$804K +$65.5K +588 +9%
SAM
319
Secure Asset Management
Michigan
$798K -$5.13K -46 -0.6%
DGAM
320
Desjardins Global Asset Management
Quebec, Canada
$796K +$145K +1,299 +22%
IC
321
IEQ Capital
California
$794K +$133K +1,195 +20%
XT
322
XTX Topco
Cayman Islands
$793K +$803K +7,205 New
DIA
323
Dana Investment Advisors
Wisconsin
$736K -$26.6K -239 -3%
PA
324
Probity Advisors
Texas
$735K +$745K +6,681 New
TA
325
TFG Advisers
Michigan
$730K -$2.67K -24 -0.4%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.