We are live on ! Find out more
DTE icon

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
BPC
401
Banque Pictet & Cie
Switzerland
$436K -$431K -3,846 -49%
RFC
402
Regions Financial Corp
Alabama
$436K +$9.97K +89 +2%
HCA
403
Harbor Capital Advisors
Illinois
$434K +$365K +3,256 +459%
CTC
404
Central Trust Company
Missouri
$430K -$39.2K -350 -8%
TC
405
Telemus Capital
Michigan
$430K +$15.3K +137 +4%
SC
406
Stephens Consulting
Michigan
$429K
RJT
407
Raymond James Trust
Florida
$429K +$112 +1 +0%
LCM
408
Laurion Capital Management
New York
$427K +$437K +3,902 New
CAAS
409
Capital Asset Advisory Services
Michigan
$423K -$69.1K -617 -14%
GIA
410
Gladstone Institutional Advisory
Florida
$422K
AWS
411
Atria Wealth Solutions
New York
$420K +$896 +8 +0.2%
UCFA
412
United Capital Financial Advisors
Texas
$418K -$79.4K -709 -16%
QT
413
Quantbot Technologies
New York
$413K -$4.3M -38,362 -91%
NW
414
NewEdge Wealth
Pennsylvania
$413K -$170K -1,520 -29%
VVP
415
Venture Visionary Partners
Ohio
$413K
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$413K -$171K -1,527 -29%
TA
417
Tectonic Advisors
Texas
$413K +$141K +1,261 +50%
RWMG
418
Redwood Wealth Management Group
New Jersey
$408K
TMAM
419
Tokio Marine Asset Management
Japan
$403K +$31.4K +280 +8%
SIC
420
SJS Investment Consulting
Ohio
$402K -$336 -3 -0.1%
GCM
421
Graham Capital Management
Connecticut
$400K -$25.5K -228 -6%
GAM
422
GEM Asset Management
Michigan
$397K -$30.8K -275 -7%
MC
423
Machina Capital
France
$396K +$62.3K +556 +18%
PTC
424
Petrus Trust Company
Texas
$388K +$98.3K +878 +33%
MM
425
MQS Management
New York
$385K +$394K +3,517 New

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.