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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
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
$432K -$423K -3,275 -47%
AWS
402
Atria Wealth Solutions
New York
$427K -$1.16M -9,003 -71%
DPI
403
Diversified Portfolios Inc
Michigan
$422K +$199K +1,540 +73%
SIC
404
SJS Investment Consulting
Ohio
$422K +$474K +3,666 New
TC
405
Telemus Capital
Michigan
$421K +$9.95K +77 +2%
HVIA
406
Hudson Valley Investment Advisors
New York
$419K -$26.9K -208 -5%
PWMG
407
Pinnacle Wealth Management Group
Michigan
$417K -$7.36K -57 -2%
EGM
408
Engineers Gate Manager
New York
$416K -$398K -3,084 -46%
CW
409
Connectus Wealth
Ohio
$416K
BAM
410
Belpointe Asset Management
Nevada
$409K -$3.49K -27 -0.8%
WSC
411
Wellington Shields & Co
New York
$403K
PAS
412
Park Avenue Securities
New York
$398K -$366K -2,833 -45%
KeyBank National Association
413
KeyBank National Association
Ohio
$390K +$11K +85 +3%
AWA
414
Acorn Wealth Advisors
Michigan
$387K +$3.23K +25 +0.7%
IF
415
Intrua Financial
Texas
$387K +$434K +3,361 New
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$381K -$46.6K -361 -10%
FNBSF
417
First National Bank Sioux Falls
South Dakota
$373K
GI
418
Gradient Investments
Minnesota
$372K
EWM
419
EPG Wealth Management
Georgia
$371K +$50K +387 +14%
Arrowstreet Capital
420
Arrowstreet Capital
Massachusetts
$369K -$322K -2,494 -44%
MCM
421
MAI Capital Management
Ohio
$364K -$309K -2,391 -43%
WG
422
Winton Group
United Kingdom
$363K -$2.19M -16,922 -84%
SW
423
SVB Wealth
Massachusetts
$359K +$126K +978 +46%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$354K +$188K +1,456 +90%
RIS
425
Retirement Income Solutions
Michigan
$353K +$24.8K +192 +8%

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.