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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
FSA Advisors
Michigan
$717K +$27K +250 +4%
CA
352
Cetera Advisors
Colorado
$708K +$681K +6,310 New
TA
353
TFG Advisers
Michigan
$707K -$26.5K -246 -4%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$703K +$18.2K +169 +3%
MAS
355
Meeder Advisory Services
Ohio
$702K -$58.5K -542 -8%
SGI
356
Summit Global Investments
Utah
$694K +$668K +6,189 New
SI
357
Stephens Inc
Arkansas
$693K +$215K +1,995 +48%
AI
358
Atom Investors
Texas
$687K -$15.6K -145 -2%
OQS
359
Occudo Quantitative Strategies
Florida
$687K +$661K +6,124 New
SAG
360
SageView Advisory Group
California
$686K -$63.6K -589 -9%
AEPWM
361
Atlantic Edge Private Wealth Management
Florida
$685K +$80.9K +750 +14%
EWM
362
EPG Wealth Management
Georgia
$684K +$14K +130 +2%
HCM
363
Huber Capital Management
California
$672K -$184K -1,706 -22%
NSIM
364
North Star Investment Management
Illinois
$670K +$1.94K +18 +0.3%
PA
365
Pinnacle Associates
New York
$668K +$41.2K +382 +7%
KI
366
Kapitalo Investimentos
Brazil
$642K +$618K +5,729 New
GT
367
Greenleaf Trust
Michigan
$638K -$15.8K -146 -3%
ETC
368
Exchange Traded Concepts
Oklahoma
$628K +$604K +5,598 New
HNB
369
Hilltop National Bank
Wyoming
$627K +$603K +5,587 New
RIM
370
Rakuten Investment Management
Japan
$622K +$544K +5,040 +988%
CFGS
371
Concourse Financial Group Securities
Alabama
$615K +$25.8K +239 +5%
LFP
372
Lakeshore Financial Planning
Michigan
$613K -$1.62K -15 -0.3%
PPW
373
Parcion Private Wealth
Washington
$613K
ISL
374
Ingalls & Snyder LLC
New York
$602K
UCFA
375
United Capital Financial Advisors
Texas
$601K -$17.8K -165 -3%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.