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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
PAM
376
Premier Asset Management
Illinois
$561K -$214K -1,751 -29%
FIM
377
Freedom Investment Management
Connecticut
$561K +$107K +876 +26%
OTL
378
Oak Thistle LLC
New York
$561K +$518K +4,244 New
CFFP
379
Center for Financial Planning
Michigan
$553K +$15.7K +129 +3%
SWM
380
Spire Wealth Management
Virginia
$552K -$279K -2,284 -35%
SO
381
STRS Ohio
Ohio
$551K -$110K -900 -18%
ECM
382
Everence Capital Management
Indiana
$551K
MBT
383
Montecito Bank & Trust
California
$547K -$6.34K -52 -1%
V
384
Veritable
Delaware
$544K +$14.9K +122 +3%
GIA
385
Gladstone Institutional Advisory
Florida
$544K +$502K +4,116 New
CCM
386
Coldstream Capital Management
Washington
$538K -$26.8K -220 -5%
CC
387
Chicago Capital
Illinois
$538K
SC
388
Savant Capital
Illinois
$533K -$3.78K -31 -0.8%
RFC
389
Regions Financial Corp
Alabama
$532K -$8.9K -73 -2%
BSW
390
Buckingham Strategic Wealth
Missouri
$531K -$23.3K -191 -5%
DC
391
Davenport & Co
Virginia
$501K
BMSSC
392
B. Metzler seel. Sohn & Co
Germany
$498K
PWMG
393
Pinnacle Wealth Management Group
Michigan
$494K -$15.9K -130 -3%
EF
394
Empirical Finance
Pennsylvania
$490K +$50K +410 +12%
HVIA
395
Hudson Valley Investment Advisors
New York
$487K -$141K -1,155 -24%
DPI
396
Diversified Portfolios Inc
Michigan
$484K
SIC
397
SJS Investment Consulting
Ohio
$484K +$244 +2 +0.1%
CWA
398
Centennial Wealth Advisory
Michigan
$476K +$27.7K +227 +7%
CAM
399
Cresset Asset Management
Illinois
$475K -$758K -6,214 -64%
WSC
400
Wellington Shields & Co
New York
$463K

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.