We are live on ! Find out more
DTE icon

DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
426
Echo Street Capital Management
New York
$388K +$358K +2,936 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$387K -$3.29K -27 -0.9%
BCM
428
Brookstone Capital Management
Illinois
$375K -$257K -2,104 -43%
PCS
429
Personal CFO Solutions
New Jersey
$375K +$346K +2,839 New
SAS
430
Sanford Advisory Services
Michigan
$373K
EWM
431
EPG Wealth Management
Georgia
$373K +$31.6K +259 +10%
WI
432
Wintrust Investments
Illinois
$372K +$122 +1 +0%
HTC
433
Haverford Trust Company
Pennsylvania
$359K +$332K +2,718 New
TI
434
Trexquant Investment
Connecticut
$358K +$330K +2,709 New
CL
435
CSS LLC
Illinois
$357K
APA
436
American Portfolios Advisors
New York
$356K +$43.7K +358 +15%
VCM
437
Verde Capital Management
Michigan
$350K +$323K +2,647 New
LNC
438
Lincoln National Corp
Pennsylvania
$345K +$2.32K +19 +0.7%
SBIA
439
Sheaff Brock Investment Advisors
Indiana
$344K
ACM
440
AlphaCrest Capital Management
New York
$343K -$736K -6,035 -70%
CSIC
441
Clifford Swan Investment Counsel
California
$340K
CI
442
CPR Investments
Michigan
$339K -$10.4K -85 -3%
AWM
443
Affinity Wealth Management
Delaware
$338K
PA
444
Parallel Advisors
California
$338K +$61.1K +501 +24%
C1AG
445
Client 1st Advisory Group
Florida
$336K
JCM
446
J2 Capital Management
Michigan
$334K
SW
447
SVB Wealth
Massachusetts
$334K +$19.1K +157 +7%
WCM
448
WealthBridge Capital Management
Ohio
$331K
RIS
449
Retirement Income Solutions
Michigan
$330K +$19.3K +158 +7%
SW
450
SkyOak Wealth
Michigan
$319K -$15.2K -125 -5%

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.