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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$760K +$851K +6,591 New
MAM
327
Meeder Asset Management
Ohio
$758K +$119K +920 +16%
VWM
328
Venturi Wealth Management
Texas
$754K -$38.6K -299 -4%
NP
329
Ninepoint Partners
Ontario, Canada
$749K
PGAM
330
Princeton Global Asset Management
New Jersey
$747K -$24.5K -190 -3%
ISL
331
Ingalls & Snyder LLC
New York
$744K -$6.46K -50 -0.8%
PA
332
Probity Advisors
Texas
$743K -$14.3K -111 -2%
HT
333
Heritage Trust
Oklahoma
$742K -$1.03K -8 -0.1%
TA
334
TFG Advisers
Michigan
$734K -$8.53K -66 -1%
IAA
335
Independent Advisor Alliance
North Carolina
$732K +$10.6K +82 +1%
NEI
336
Northwest & Ethical Investments
Ontario, Canada
$732K -$22.5K -174 -3%
MYAM
337
Meiji Yasuda Asset Management
Japan
$724K -$20.7K -160 -2%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$719K
NW
339
NewEdge Wealth
Pennsylvania
$713K -$517 -4 -0.1%
FIM
340
Freedom Investment Management
Connecticut
$703K +$112K +866 +17%
FT
341
Fiduciary Trust
Massachusetts
$701K -$103K -800 -12%
BFG
342
Barber Financial Group
Kansas
$694K +$775 +6 +0.1%
GIA
343
Gateway Investment Advisers
Ohio
$693K -$89.4K -692 -10%
TA
344
Tiedemann Advisors
New York
$687K +$198K +1,533 +35%
MSAM
345
Moloney Securities Asset Management
Missouri
$674K +$757K +5,859 New
S
346
Seeyond
France
$660K -$318K -2,461 -30%
PA
347
Pinnacle Associates
New York
$636K +$28.8K +223 +4%
ACM
348
Advance Capital Management
Michigan
$630K
PPW
349
Parcion Private Wealth
Washington
$629K
BPA
350
Beacon Pointe Advisors
California
$628K -$5.04K -39 -0.7%

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.