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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
326
TFG Advisers
Michigan
$730K +$42.7K +381 +6%
CIA
327
Capital Investment Advisors
Georgia
$707K -$20.8K -186 -3%
EP
328
Edgestream Partners
New Jersey
$698K -$824K -7,357 -54%
SCM
329
Stevens Capital Management
Pennsylvania
$698K +$714K +6,372 New
EWM
330
EPG Wealth Management
Georgia
$694K +$324K +2,897 +84%
HT
331
Heritage Trust
Oklahoma
$688K -$1.12K -10 -0.2%
CWA
332
Centennial Wealth Advisory
Michigan
$687K +$250K +2,232 +55%
BCV
333
Banque Cantonale Vaudoise
Switzerland
$684K
VWM
334
Venturi Wealth Management
Texas
$681K -$88.9K -794 -11%
NMIMC
335
Northwestern Mutual Investment Management Company
Wisconsin
$667K +$1.9K +17 +0.3%
MGP
336
Metis Global Partners
California
$664K +$228K +2,039 +51%
AF
337
Allworth Financial
California
$663K -$64.7K -578 -9%
IC
338
IEQ Capital
California
$660K +$64.6K +577 +11%
BFG
339
Barber Financial Group
Kansas
$659K +$672 +6 +0.1%
ISL
340
Ingalls & Snyder LLC
New York
$659K -$48.2K -430 -7%
DGAM
341
Desjardins Global Asset Management
Quebec, Canada
$651K -$211K -1,882 -24%
NSIM
342
North Star Investment Management
Illinois
$648K -$141K -1,255 -18%
GIA
343
Gateway Investment Advisers
Ohio
$632K -$19.5K -174 -3%
ETC
344
Exchange Traded Concepts
Oklahoma
$626K -$19.8K -177 -3%
GT
345
Glenview Trust
Kentucky
$618K +$23.5K +210 +4%
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
$608K -$14.9M -132,996 -96%
PGAM
347
Princeton Global Asset Management
New Jersey
$607K -$50.4K -450 -8%
PPW
348
Parcion Private Wealth
Washington
$602K -$2.02K -18 -0.3%
ACM
349
Advance Capital Management
Michigan
$600K
JCM
350
Jacobi Capital Management
Pennsylvania
$596K +$53K +473 +10%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.