We are live on ! Find out more
DTE icon

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
GIA
401
Gladstone Institutional Advisory
Florida
$422K -$2.23K -20 -0.5%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$421K +$6.8K +61 +2%
BFG
403
Bleakley Financial Group
New Jersey
$418K +$53.6K +481 +14%
CM
404
Capula Management
Cayman Islands
$418K +$424K +3,800 New
SS
405
Simplicity Solutions
Minnesota
$418K -$944K -8,467 -69%
SC
406
Stephens Consulting
Michigan
$418K -$13.5K -121 -3%
NW
407
NewEdge Wealth
Pennsylvania
$411K -$4.46K -40 -1%
RWMG
408
Redwood Wealth Management Group
New Jersey
$410K
TI
409
Tidal Investments
Wisconsin
$410K +$110K +989 +36%
BL
410
Balentine LLC
Georgia
$405K +$171K +1,537 +72%
QCM
411
Quantinno Capital Management
New York
$405K +$160K +1,432 +64%
IA
412
IFP Advisors
Florida
$405K -$111 -1 -0%
SIC
413
SJS Investment Consulting
Ohio
$404K +$334 +3 +0.1%
GAM
414
GEM Asset Management
Michigan
$399K +$557 +5 +0.1%
CW
415
Connectus Wealth
Ohio
$396K -$1.46M -13,124 -78%
TC
416
Telemus Capital
Michigan
$396K -$36.7K -329 -8%
FIM
417
Freedom Investment Management
Connecticut
$392K +$9.25K +83 +2%
JCM
418
Jacobi Capital Management
Pennsylvania
$387K -$214K -1,924 -35%
WSC
419
Wellington Shields & Co
New York
$385K
BCM
420
Bayesian Capital Management
New York
$381K +$386K +3,460 New
UCFA
421
United Capital Financial Advisors
Texas
$377K -$43.4K -389 -10%
RWPA
422
Richard W. Paul & Associates
Michigan
$374K
IF
423
Intrua Financial
Texas
$372K +$1.23K +11 +0.3%
MC
424
Moors & Cabot
Massachusetts
$362K +$24.3K +218 +7%
RFC
425
Regions Financial Corp
Alabama
$361K -$78.6K -705 -18%

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.