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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
VI
376
Vestcor Inc
New Brunswick, Canada
$500K -$3.14K -28 -0.6%
KCPG
377
Kavar Capital Partners Group
Kansas
$496K -$16.8K -150 -3%
CF
378
Copperwynd Financial
Arizona
$492K +$8.85K +79 +2%
RMCM
379
Reynders McVeigh Capital Management
Massachusetts
$490K -$22.4K -200 -4%
BCI
380
Brinker Capital Investments
Pennsylvania
$488K +$254K +2,264 +103%
OPS
381
Orion Portfolio Solutions
Nebraska
$488K +$499K +4,452 New
AAS
382
Avantax Advisory Services
Texas
$479K +$3.25K +29 +0.7%
CAL
383
Capital Advisors Ltd
Ohio
$478K +$1.46K +13 +0.3%
BNP Paribas Asset Management
384
BNP Paribas Asset Management
France
$477K -$41.9K -374 -8%
MCWS
385
McKinley Carter Wealth Services
West Virginia
$472K
CWS
386
Confluence Wealth Services
Pennsylvania
$466K
V
387
Veritable
Delaware
$465K -$4.59K -41 -1%
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$465K -$26K -232 -5%
CC
389
Chicago Capital
Illinois
$462K
TRCT
390
Tower Research Capital (TRC)
New York
$462K -$555K -4,952 -54%
MFS
391
Mirabella Financial Services
United Kingdom
$460K +$471K +4,203 New
ACM
392
Acrisure Capital Management
Texas
$456K -$84.1K -751 -15%
SG Americas Securities
393
SG Americas Securities
New York
$451K -$469K -4,183 -50%
VanEck Associates
394
VanEck Associates
New York
$451K +$461K +4,117 New
T
395
TRUADVICE
Florida
$449K +$36.9K +329 +9%
MBT
396
Montecito Bank & Trust
California
$448K -$16.8K -150 -4%
IWC
397
Integrated Wealth Concepts
Massachusetts
$444K +$125K +1,118 +38%
MCM
398
MAI Capital Management
Ohio
$442K +$53K +473 +13%
TF
399
TIAA FSB
Florida
$441K -$9.86K -88 -2%
SPA
400
Sherbrooke Park Advisers
New York
$438K -$224K -2,000 -33%

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.