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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
EFS
351
Essex Financial Services
Connecticut
$572K +$620K +5,765 New
EWM
352
EPG Wealth Management
Georgia
$567K -$64.2K -597 -9%
JMPWA
353
JP Morgan Private Wealth Advisors
California
$560K +$607K +5,640 New
PGAM
354
Princeton Global Asset Management
New Jersey
$551K
WC
355
Wexford Capital
Florida
$545K +$591K +5,490 New
AAS
356
Avantax Advisory Services
Texas
$544K +$71.7K +666 +14%
LFP
357
Lakeshore Financial Planning
Michigan
$544K +$590K +5,482 New
PPW
358
Parcion Private Wealth
Washington
$542K
VWM
359
Venturi Wealth Management
Texas
$535K -$111K -1,036 -16%
AWA
360
Acorn Wealth Advisors
Michigan
$532K +$2.8K +26 +0.5%
CCP
361
Clarkston Capital Partners
Michigan
$532K
PA
362
Pinnacle Associates
New York
$528K -$16.5K -153 -3%
LPT
363
Legacy Private Trust
Wisconsin
$525K
WJWM
364
Williams Jones Wealth Management
New York
$512K -$1.72K -16 -0.3%
AI
365
Atom Investors
Texas
$511K +$554K +5,146 New
SAG
366
SageView Advisory Group
California
$509K -$6.78K -63 -1%
GT
367
Glenview Trust
Kentucky
$503K -$64K -595 -11%
TPA
368
Trivium Point Advisory
Connecticut
$498K +$551K +5,120 New
DADC
369
D.A. Davidson & Co
Montana
$492K +$533K +4,954 New
SC
370
Savant Capital
Illinois
$489K -$50K -465 -9%
CFFP
371
Center for Financial Planning
Michigan
$488K
HFAS
372
Hummer Financial Advisory Services
Illinois
$482K
AAM
373
Advisors Asset Management
Colorado
$482K +$64.9K +603 +14%
SCM
374
Stevens Capital Management
Pennsylvania
$475K +$290K +2,700 +130%
ACM
375
Advance Capital Management
Michigan
$468K -$82.3K -765 -14%

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.