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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
PP
351
Prudential plc
United Kingdom
$626K -$955K -7,394 -58%
CCP
352
Clarkston Capital Partners
Michigan
$616K
LPT
353
Legacy Private Trust
Wisconsin
$612K
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$609K +$197K +1,527 +41%
IGWM
355
ICA Group Wealth Management
Colorado
$597K
WJWM
356
Williams Jones Wealth Management
New York
$596K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$592K +$193K +1,497 +41%
GT
358
Greenleaf Trust
Michigan
$590K -$65.5K -507 -9%
HFAS
359
Hummer Financial Advisory Services
Illinois
$577K
PCM
360
Prelude Capital Management
New York
$574K +$645K +4,993 New
JCM
361
Jacobi Capital Management
Pennsylvania
$570K +$46.9K +363 +8%
SEC
362
Seven Eight Capital
New York
$557K +$625K +4,838 New
GT
363
Glenview Trust
Kentucky
$555K +$6.97K +54 +1%
CFFP
364
Center for Financial Planning
Michigan
$542K +$16.4K +127 +3%
EF
365
Empirical Finance
Pennsylvania
$539K +$99.6K +771 +20%
RMCM
366
Reynders McVeigh Capital Management
Massachusetts
$538K -$129 -1 -0%
OQS
367
Occudo Quantitative Strategies
Florida
$534K +$599K +4,639 New
RIM
368
Redpoint Investment Management
Australia
$533K -$8.01K -62 -1%
VI
369
Vestcor Inc
New Brunswick, Canada
$525K +$7.1K +55 +1%
T
370
TRUADVICE
Florida
$525K +$23K +178 +4%
OC
371
Oppenheimer & Co
New York
$523K -$32.4K -251 -5%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$515K -$118K -910 -17%
Macquarie Group
373
Macquarie Group
Australia
$512K +$116K +895 +25%
UCFA
374
United Capital Financial Advisors
Texas
$511K -$24.5K -190 -4%
Federated Hermes
375
Federated Hermes
Pennsylvania
$506K +$10.8K +84 +2%

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.