We are live on ! Find out more
DTE icon

DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Secure Asset Management
Michigan
$833K +$30.1K +247 +4%
IAA
327
Independent Advisor Alliance
North Carolina
$820K +$361K +2,956 +91%
NW
328
NewEdge Wealth
Pennsylvania
$819K +$755K +6,193 New
BPC
329
Banque Pictet & Cie
Switzerland
$815K -$66.5K -545 -8%
VPIM
330
Vanguard Personalized Indexing Management
California
$812K +$122K +999 +19%
MYAM
331
Meiji Yasuda Asset Management
Japan
$807K -$97.6K -800 -12%
BFG
332
Barber Financial Group
Kansas
$794K +$20.4K +167 +3%
VIA
333
Vident Investment Advisory
Georgia
$759K -$3.13M -25,679 -82%
KRSITF
334
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$756K +$77.2K +633 +12%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$750K -$11.5K -94 -2%
MCM
336
MAI Capital Management
Ohio
$734K -$2.68K -22 -0.4%
ACM
337
Advance Capital Management
Michigan
$734K
GT
338
Greenleaf Trust
Michigan
$731K +$246K +2,015 +57%
CW
339
Connectus Wealth
Ohio
$730K -$366 -3 -0%
Federated Hermes
340
Federated Hermes
Pennsylvania
$722K -$195K -1,602 -23%
PPW
341
Parcion Private Wealth
Washington
$722K -$1.83K -15 -0.3%
TI
342
Tidal Investments
Wisconsin
$715K +$53.8K +441 +9%
CCP
343
Clarkston Capital Partners
Michigan
$708K
GWSG
344
GPS Wealth Strategies Group
Colorado
$707K +$42K +344 +7%
LPT
345
Legacy Private Trust
Wisconsin
$703K -$32.3K -265 -5%
Two Sigma Investments
346
Two Sigma Investments
New York
$701K -$30.2M -247,558 -98%
BL
347
Balentine LLC
Georgia
$699K +$645K +5,289 New
S
348
Schroders
United Kingdom
$689K +$635K +5,205 New
IGWM
349
ICA Group Wealth Management
Colorado
$688K +$633K +5,191 New
PA
350
Pinnacle Associates
New York
$679K

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.