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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$679K -$40.6K -337 -6%
GT
402
Greenleaf Trust
Michigan
$677K -$54.5K -452 -8%
TA
403
Tectonic Advisors
Texas
$674K +$27K +224 +4%
ISL
404
Ingalls & Snyder LLC
New York
$673K -$3.98K -33 -0.6%
SIA
405
Schechter Investment Advisors
Michigan
$670K +$1.57K +13 +0.2%
MFIM
406
Mesirow Financial Investment Management
Illinois
$663K +$175K +1,454 +39%
KWM
407
Kingsview Wealth Management
Oregon
$657K +$617K +5,117 New
PD
408
Point72 (DIFC)
United Arab Emirates
$650K +$610K +5,061 New
DADC
409
D.A. Davidson & Co
Montana
$647K +$14.3K +119 +2%
KWA
410
Kingswood Wealth Advisors
California
$644K -$47.4K -393 -7%
CPWA
411
Cerro Pacific Wealth Advisors
California
$643K
FRM
412
Fox Run Management
Connecticut
$629K -$36.2K -300 -6%
HCA
413
Harbor Capital Advisors
Illinois
$619K +$3.01K +25 +0.5%
WJWM
414
Williams Jones Wealth Management
New York
$615K +$121 +1 +0%
PA
415
Pinnacle Associates
New York
$615K -$37.1K -308 -5%
Simplex Trading
416
Simplex Trading
Illinois
$614K +$577K +4,785 New
KPWS
417
Kestra Private Wealth Services
Texas
$600K +$32.4K +269 +6%
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$600K -$1.57K -13 -0.3%
SLAM
419
Swiss Life Asset Management
$592K -$121K -1,007 -18%
VWM
420
Venturi Wealth Management
Texas
$589K -$16.4K -136 -3%
CIC
421
Carnegie Investment Counsel
Ohio
$584K +$33K +274 +6%
BAM
422
Blueshift Asset Management
New Jersey
$583K +$548K +4,544 New
CWM
423
Congress Wealth Management
Massachusetts
$582K +$546K +4,528 New
HFAS
424
Hummer Financial Advisory Services
Illinois
$571K
RCAG
425
Rehmann Capital Advisory Group
Michigan
$566K +$2.17K +18 +0.4%

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.