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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
CAAS
351
Capital Asset Advisory Services
Michigan
$666K +$138K +1,130 +29%
HFAS
352
Hummer Financial Advisory Services
Illinois
$662K
WJWM
353
Williams Jones Wealth Management
New York
$661K +$60.6K +497 +11%
NEI
354
Northwest & Ethical Investments
Ontario, Canada
$660K -$151K -1,238 -20%
ETC
355
Exchange Traded Concepts
Oklahoma
$648K -$6.83K -56 -1%
IMRF
356
Illinois Municipal Retirement Fund
Illinois
$648K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$645K +$40.4K +331 +7%
GT
358
Glenview Trust
Kentucky
$639K -$17.9K -147 -3%
RMCM
359
Reynders McVeigh Capital Management
Massachusetts
$631K +$6.1K +50 +1%
OC
360
Oppenheimer & Co
New York
$629K +$12.8K +105 +2%
RIM
361
Redpoint Investment Management
Australia
$621K +$488 +4 +0.1%
CF
362
Copperwynd Financial
Arizona
$604K +$32.3K +265 +6%
SC
363
Stephens Consulting
Michigan
$602K -$80.9K -663 -13%
JCM
364
Jacobi Capital Management
Pennsylvania
$601K +$15.4K +126 +3%
UCFA
365
United Capital Financial Advisors
Texas
$598K -$239K -1,959 -30%
FRM
366
Fox Run Management
Connecticut
$592K +$546K +4,480 New
CTC
367
Central Trust Company
Missouri
$589K
TA
368
Tiedemann Advisors
New York
$589K +$4.63K +38 +0.9%
Wolverine Trading
369
Wolverine Trading
Illinois
$582K +$535K +4,389 New
CAL
370
Capital Advisors Ltd
Ohio
$575K -$366 -3 -0.1%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$574K -$1.83M -14,975 -78%
BCV
372
Banque Cantonale Vaudoise
Switzerland
$574K -$1.59M -13,047 -75%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$570K
VVP
374
Venture Visionary Partners
Ohio
$565K +$25K +205 +5%
CWS
375
Confluence Wealth Services
Pennsylvania
$562K

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.