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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
326
BI Asset Management Fondsmaeglerselskab
Denmark
$698K +$108K +1,005 +17%
DT
327
Diversified Trust
Tennessee
$690K -$716K -6,657 -49%
EF
328
Empirical Finance
Pennsylvania
$681K +$83.7K +778 +13%
PA
329
Probity Advisors
Texas
$674K +$11.7K +109 +2%
Walleye Trading
330
Walleye Trading
New York
$660K +$581K +5,397 +432%
PFO
331
Pathstone Family Office
New Jersey
$659K +$478K +4,445 +204%
AF
332
Allworth Financial
California
$650K -$6.13K -57 -0.9%
NFA
333
Northern Financial Advisors
Michigan
$648K +$412K +3,834 +142%
TA
334
TFG Advisers
Michigan
$646K -$13.6K -126 -2%
NMIMC
335
Northwestern Mutual Investment Management Company
Wisconsin
$646K +$430 +4 +0.1%
CIA
336
Capital Investment Advisors
Georgia
$642K +$1.18K +11 +0.2%
FTDI
337
First Trust Direct Indexing
Massachusetts
$641K +$436K +4,052 +169%
SOAMC
338
Spirit of America Management Corp
New York
$635K +$210K +1,950 +44%
TC
339
TownSquare Capital
Utah
$630K +$243K +2,258 +55%
Macquarie Group
340
Macquarie Group
Australia
$623K +$127K +1,180 +23%
CWA
341
Centennial Wealth Advisory
Michigan
$610K -$38.1K -354 -5%
LTAS
342
Linden Thomas Advisory Services
North Carolina
$601K +$42.5K +395 +7%
IC
343
IEQ Capital
California
$596K -$131K -1,219 -17%
ISL
344
Ingalls & Snyder LLC
New York
$595K -$2.15K -20 -0.3%
NSIM
345
North Star Investment Management
Illinois
$590K +$1.72K +16 +0.3%
BBVA
346
Banco Bilbao Vizcaya Argentaria
Spain
$585K +$9.68K +90 +2%
Assenagon Asset Management
347
Assenagon Asset Management
Luxembourg
$581K
AWM
348
Axxcess Wealth Management
California
$579K +$398K +3,702 +173%
GIA
349
Gateway Investment Advisers
Ohio
$575K
GT
350
Greenleaf Trust
Michigan
$574K -$180K -1,676 -22%

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.