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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.06M
PWM
302
Perigon Wealth Management
California
$1.06M +$144K +1,335 +16%
CGH
303
Crossmark Global Holdings
Texas
$1.06M +$15.8K +146 +2%
William Blair & Company
304
William Blair & Company
Illinois
$1.06M -$102K -947 -9%
M&T Bank
305
M&T Bank
New York
$1.05M -$7.55K -70 -0.7%
PA
306
Procyon Advisors
Connecticut
$1.03M +$993K +9,206 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$1.03M -$25K -232 -2%
VI
308
Vestcor Inc
New Brunswick, Canada
$1.03M -$134K -1,246 -12%
GLR
309
Great Lakes Retirement
Ohio
$1.03M -$18K -167 -2%
PCA
310
Peddock Capital Advisors
Massachusetts
$1.01M -$9.93K -92 -1%
GAA
311
Global Assets Advisory
Florida
$1M +$11.9M +110,730 New
WBC
312
Westpac Banking Corp
Australia
$997K +$205K +1,900 +27%
DIA
313
Dana Investment Advisors
Wisconsin
$968K +$94.7K +878 +11%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$965K +$9.49K +88 +1%
BPA
315
Beacon Pointe Advisors
California
$943K +$120K +1,111 +15%
TPA
316
Trivium Point Advisory
Connecticut
$943K -$62K -575 -6%
CHC
317
City Holding Co
West Virginia
$942K +$117K +1,080 +15%
MLICM
318
Metropolitan Life Insurance Company (MetLife)
New York
$934K -$7.01K -65 -0.8%
RGF
319
Retirement Guys Formula
Ohio
$931K +$592K +5,482 +195%
AIM
320
Aigen Investment Management
New York
$899K +$865K +8,016 New
LCM
321
Leisure Capital Management
California
$898K +$1.4K +13 +0.2%
IB
322
Intrust Bank
Kansas
$891K -$57.2K -530 -6%
MYAM
323
Meiji Yasuda Asset Management
Japan
$879K -$358K -3,317 -30%
IGAM
324
iA Global Asset Management
Quebec, Canada
$869K +$837K +7,753 New
PA
325
Profund Advisors
Maryland
$864K -$67.8K -628 -8%

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.