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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
CAL
376
Capital Advisors Ltd
Ohio
$503K +$1.29K +10 +0.2%
BNP Paribas Asset Management
377
BNP Paribas Asset Management
France
$501K +$562K +4,354 New
SC
378
Savant Capital
Illinois
$500K +$6.2K +48 +1%
V
379
Veritable
Delaware
$499K -$1.29K -10 -0.2%
CF
380
Copperwynd Financial
Arizona
$497K -$16.7K -129 -3%
MCWS
381
McKinley Carter Wealth Services
West Virginia
$496K
BSW
382
Buckingham Strategic Wealth
Missouri
$496K +$3.62K +28 +0.7%
CTC
383
Central Trust Company
Missouri
$495K +$18.7K +145 +3%
BBVA
384
Banco Bilbao Vizcaya Argentaria
Spain
$489K -$3.49K -27 -0.6%
CWS
385
Confluence Wealth Services
Pennsylvania
$489K
AAS
386
Avantax Advisory Services
Texas
$486K +$127K +982 +30%
Cerity Partners
387
Cerity Partners
New York
$484K -$59.8K -463 -10%
XT
388
XTX Topco
Cayman Islands
$482K -$501K -3,879 -48%
ECM
389
Everence Capital Management
Indiana
$480K
MBT
390
Montecito Bank & Trust
California
$479K -$4.26K -33 -0.8%
VVP
391
Venture Visionary Partners
Ohio
$477K +$388 +3 +0.1%
CC
392
Chicago Capital
Illinois
$468K
RFC
393
Regions Financial Corp
Alabama
$466K -$16.4K -127 -3%
GIA
394
Gladstone Institutional Advisory
Florida
$462K +$775 +6 +0.1%
CWA
395
Centennial Wealth Advisory
Michigan
$453K -$56.7K -439 -10%
SC
396
Stephens Consulting
Michigan
$451K
CAAS
397
Capital Asset Advisory Services
Michigan
$450K -$197K -1,525 -28%
Axa
398
Axa
France
$443K +$497K +3,850 New
RJT
399
Raymond James Trust
Florida
$438K +$18.2K +141 +4%
DC
400
Davenport & Co
Virginia
$436K

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.