We are live on ! Find out more
DTE icon

DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
326
Focus Partners Advisor Solutions
Missouri
$1.12M -$406K -3,364 -28%
CL
327
Choreo LLC
Illinois
$1.1M +$30.1K +250 +3%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$1.09M +$485K +4,019 +56%
CGH
329
Crossmark Global Holdings
Texas
$1.08M -$54.5K -452 -5%
IAA
330
Independent Advisor Alliance
North Carolina
$1.08M -$221K -1,831 -18%
NIM
331
NEOS Investment Management
Connecticut
$1.08M +$196K +1,624 +24%
ETC
332
Exchange Traded Concepts
Oklahoma
$1.07M +$295K +2,449 +42%
SPA
333
Sherbrooke Park Advisers
New York
$1.07M +$1M +8,322 New
JIC
334
Johnson Investment Counsel
Ohio
$1.07M +$844 +7 +0.1%
PI
335
PFG Investments
New York
$1.07M +$3.62K +30 +0.4%
PCA
336
Peddock Capital Advisors
Massachusetts
$1.07M +$42.3K +351 +4%
SCM
337
Sterling Capital Management
North Carolina
$1.06M +$994K +8,248 New
DIA
338
Dana Investment Advisors
Wisconsin
$1.06M -$34.7K -288 -3%
LCM
339
Leisure Capital Management
California
$1.05M +$26.4K +219 +3%
IB
340
Intrust Bank
Kansas
$1.04M +$36.3K +301 +4%
SOAMC
341
Spirit of America Management Corp
New York
$1.03M +$84.4K +700 +10%
IFU
342
iSAM Funds (UK)
United Kingdom
$1.02M +$726K +6,019 +308%
D.E. Shaw & Co
343
D.E. Shaw & Co
New York
$1.01M +$475K +3,937 +100%
SIC
344
Sigma Investment Counselors
Michigan
$1M +$111K +924 +13%
LJAC
345
L.J. Altfest & Co
New York
$968K +$327K +2,716 +56%
TPA
346
Trivium Point Advisory
Connecticut
$966K -$8.92K -74 -0.9%
AAM
347
Advisors Asset Management
Colorado
$961K +$35.9K +298 +4%
DZ Bank
348
DZ Bank
Germany
$961K +$579K +4,799 +179%
EWS
349
Evergreen Wealth Solutions
Pennsylvania
$956K -$299K -2,480 -25%
FFS
350
Founders Financial Securities
Maryland
$950K -$1.21K -10 -0.1%

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.