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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
CWM
401
Calamos Wealth Management
Illinois
$405K -$22.8K -212 -5%
RJT
402
Raymond James Trust
Florida
$404K +$10.3K +96 +2%
O
403
Ossiam
France
$403K -$13.1K -122 -3%
GIA
404
Gladstone Institutional Advisory
Florida
$401K +$22.2K +206 +5%
MCM
405
MAI Capital Management
Ohio
$400K -$59.4K -552 -12%
GS
406
GTS Securities
New York
$399K +$433K +4,022 New
VVP
407
Venture Visionary Partners
Ohio
$399K
SC
408
Stephens Consulting
Michigan
$397K +$21.3K +198 +5%
HCA
409
Harbor Capital Advisors
Illinois
$394K
CTC
410
Central Trust Company
Missouri
$388K
RMCM
411
Reynders McVeigh Capital Management
Massachusetts
$384K -$1.08K -10 -0.3%
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$382K +$414K +3,847 New
BMSSC
413
B. Metzler seel. Sohn & Co
Germany
$380K
RWMG
414
Redwood Wealth Management Group
New Jersey
$371K +$1.08K +10 +0.3%
NW
415
NewEdge Wealth
Pennsylvania
$371K
TC
416
Telemus Capital
Michigan
$368K +$11.9K +111 +3%
SIC
417
SJS Investment Consulting
Ohio
$364K -$108 -1 -0%
PAS
418
Park Avenue Securities
New York
$363K +$394K +3,660 New
IWC
419
Integrated Wealth Concepts
Massachusetts
$362K -$74.8K -695 -16%
SI
420
Stephens Inc
Arkansas
$362K +$60.5K +562 +18%
GAM
421
GEM Asset Management
Michigan
$360K
CW
422
Connectus Wealth
Ohio
$357K -$430 -4 -0.1%
MM
423
MQS Management
New York
$355K +$385K +3,578 New
PP
424
Prudential plc
United Kingdom
$355K -$155K -1,438 -29%
JCM
425
Jacobi Capital Management
Pennsylvania
$353K +$3.66K +34 +1%

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.