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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$512K -$44.8K -415 -8%
FPAS
402
Focus Partners Advisor Solutions
Missouri
$511K +$491K +4,555 New
GT
403
Glenview Trust
Kentucky
$500K -$16.8K -156 -3%
OLVIG
404
Oliver Lagore Vanvalin Investment Group
Michigan
$496K -$574K -5,322 -55%
KPWS
405
Kestra Private Wealth Services
Texas
$486K +$111K +1,025 +31%
BFG
406
Bleakley Financial Group
New Jersey
$486K -$432 -4 -0.1%
SW
407
Simplicity Wealth
New Jersey
$484K +$466K +4,319 New
MFIM
408
Mesirow Financial Investment Management
Illinois
$470K +$55.8K +517 +14%
MWM
409
MGB Wealth Management
Texas
$466K
NP
410
NorthRock Partners
Minnesota
$463K +$5.83K +54 +1%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$460K
CC
412
Chicago Capital
Illinois
$457K -$15.5K -144 -3%
CCM
413
Coldstream Capital Management
Washington
$457K -$27K -250 -6%
GIA
414
Gladstone Institutional Advisory
Florida
$455K -$27K -250 -6%
VVP
415
Venture Visionary Partners
Ohio
$451K
RJT
416
Raymond James Trust
Florida
$450K -$20.9K -194 -5%
OAM
417
Ostrum Asset Management
France
$446K
CWM
418
Calamos Wealth Management
Illinois
$445K -$216 -2 -0.1%
FRM
419
Fox Run Management
Connecticut
$443K +$426K +3,951 New
OIA
420
OneDigital Investment Advisors
Kansas
$438K +$22.6K +209 +6%
CTC
421
Central Trust Company
Missouri
$437K -$540 -5 -0.1%
JCM
422
Jacobi Capital Management
Pennsylvania
$436K +$3.13K +29 +0.8%
SC
423
Stephens Consulting
Michigan
$431K -$16.7K -155 -4%
MCWS
424
McKinley Carter Wealth Services
West Virginia
$429K
AWA
425
Arbor Wealth Advisors
Michigan
$427K

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.