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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
FT
351
Fiduciary Trust
Massachusetts
$588K -$46K -411 -7%
CCP
352
Clarkston Capital Partners
Michigan
$587K
EF
353
Empirical Finance
Pennsylvania
$586K +$29.9K +267 +5%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$583K +$120K +1,073 +25%
PRC
355
Pearl River Capital
Michigan
$583K +$38.4K +343 +7%
LPT
356
Legacy Private Trust
Wisconsin
$579K -$3.36K -30 -0.6%
AWA
357
Acorn Wealth Advisors
Michigan
$573K +$2.8K +25 +0.5%
DTL
358
Dynamic Technology Lab
Singapore
$572K +$58.2K +520 +11%
SC
359
Savant Capital
Illinois
$571K +$53K +473 +10%
WJWM
360
Williams Jones Wealth Management
New York
$567K
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$562K +$159K +1,417 +38%
Macquarie Group
362
Macquarie Group
Australia
$558K
CCM
363
Coldstream Capital Management
Washington
$555K +$25.2K +225 +5%
PP
364
Prudential plc
United Kingdom
$554K +$566K +5,056 New
BAMF
365
BI Asset Management Fondsmaeglerselskab
Denmark
$551K -$15.9M -141,940 -97%
HFAS
366
Hummer Financial Advisory Services
Illinois
$532K
CWM
367
Calamos Wealth Management
Illinois
$518K -$560 -5 -0.1%
CPWA
368
Cerro Pacific Wealth Advisors
California
$518K +$229K +2,048 +76%
CFFP
369
Center for Financial Planning
Michigan
$517K +$43.9K +392 +9%
PA
370
Pinnacle Associates
New York
$516K -$61.4K -548 -10%
LTAS
371
Linden Thomas Advisory Services
North Carolina
$516K +$164K +1,467 +45%
OC
372
Oppenheimer & Co
New York
$516K +$1.46K +13 +0.3%
MAS
373
Meeder Advisory Services
Ohio
$514K -$17.7K -158 -3%
BSW
374
Buckingham Strategic Wealth
Missouri
$507K
BFM
375
Boothbay Fund Management
New York
$501K +$298K +2,663 +139%

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.