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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
376
Copperwynd Financial
Arizona
$466K +$2.48K +23 +0.5%
BCI
377
Brinker Capital Investments
Pennsylvania
$466K -$28.5K -265 -5%
OPS
378
Orion Portfolio Solutions
Nebraska
$466K -$28.5K -265 -5%
CCM
379
Coldstream Capital Management
Washington
$458K -$73.2K -680 -13%
JF
380
Jump Financial
Illinois
$458K +$496K +4,609 New
TMAM
381
Tokio Marine Asset Management
Japan
$452K +$39.3K +365 +9%
FRM
382
Fox Run Management
Connecticut
$443K -$693K -6,441 -59%
Wolverine Trading
383
Wolverine Trading
Illinois
$441K +$478K +4,441 New
FPAS
384
Focus Partners Advisor Solutions
Missouri
$440K +$477K +4,435 New
Lido Advisors
385
Lido Advisors
California
$438K +$131K +1,221 +38%
CAL
386
Capital Advisors Ltd
Ohio
$433K -$10K -93 -2%
MBT
387
Montecito Bank & Trust
California
$432K +$2.15K +20 +0.5%
BFG
388
Bleakley Financial Group
New Jersey
$430K +$57.3K +533 +14%
SS
389
Simplicity Solutions
Minnesota
$430K +$57.5K +534 +14%
MCWS
390
McKinley Carter Wealth Services
West Virginia
$428K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$426K -$11.7K -109 -2%
CWS
392
Confluence Wealth Services
Pennsylvania
$422K -$538 -5 -0.1%
CC
393
Chicago Capital
Illinois
$419K
TI
394
Trexquant Investment
Connecticut
$417K -$2.35M -21,815 -84%
BSW
395
Buckingham Strategic Wealth
Missouri
$417K +$1.4K +13 +0.3%
TA
396
Tectonic Advisors
Texas
$415K -$2.8K -26 -0.6%
TI
397
Tidal Investments
Wisconsin
$412K +$45.7K +425 +11%
VanEck Associates
398
VanEck Associates
New York
$410K +$1.83K +17 +0.4%
AIMCA
399
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$407K -$1.32M -12,266 -75%
BFM
400
Boothbay Fund Management
New York
$406K +$440K +4,087 New

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.