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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$484K +$17.4K +156 +4%
BPA
377
Beacon Pointe Advisors
California
$480K -$363K -3,260 -43%
IWC
378
Integrated Wealth Concepts
Massachusetts
$477K +$32.1K +288 +7%
MBT
379
Montecito Bank & Trust
California
$477K +$27.5K +247 +6%
MCWS
380
McKinley Carter Wealth Services
West Virginia
$475K
CWM
381
Calamos Wealth Management
Illinois
$472K -$49.3K -442 -9%
CWS
382
Confluence Wealth Services
Pennsylvania
$468K +$557 +5 +0.1%
AAM
383
Advisors Asset Management
Colorado
$468K +$103K +920 +28%
CC
384
Chicago Capital
Illinois
$464K
TA
385
Tectonic Advisors
Texas
$462K +$48.5K +435 +12%
TMAM
386
Tokio Marine Asset Management
Japan
$461K +$56.5K +507 +14%
BSW
387
Buckingham Strategic Wealth
Missouri
$461K -$14.4K -129 -3%
O
388
Ossiam
France
$460K +$466K +4,181 New
FT
389
Fiduciary Trust
Massachusetts
$456K -$136K -1,218 -23%
VanEck Associates
390
VanEck Associates
New York
$453K
TC
391
TownSquare Capital
Utah
$450K +$456K +4,090 New
ECM
392
Everence Capital Management
Indiana
$449K
JFG
393
Jefferies Financial Group
New York
$444K +$450K +4,038 New
VVP
394
Venture Visionary Partners
Ohio
$442K +$27.9K +250 +7%
RJT
395
Raymond James Trust
Florida
$437K +$6.46K +58 +1%
CAAS
396
Capital Asset Advisory Services
Michigan
$436K +$334 +3 +0.1%
HCA
397
Harbor Capital Advisors
Illinois
$436K
TF
398
TIAA FSB
Florida
$430K -$13.5K -121 -3%
CTC
399
Central Trust Company
Missouri
$430K -$2.79K -25 -0.6%
RMCM
400
Reynders McVeigh Capital Management
Massachusetts
$426K -$66.9K -600 -13%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.