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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
426
Icon Wealth Advisors
Texas
$351K +$395K +3,055 New
FNFDCM
427
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$346K
NB
428
NBT Bank
New York
$346K
IC
429
Inscription Capital
Texas
$345K
PAM
430
Palisade Asset Management
Minnesota
$345K
HW
431
Hancock Whitney
Mississippi
$340K -$4.78K -37 -1%
CWM
432
CIBC World Markets
New York
$338K -$1.37M -10,585 -78%
IWC
433
Integrated Wealth Concepts
Massachusetts
$338K +$82.8K +641 +28%
CCP
434
Corient Capital Partners
California
$337K
MGP
435
Metis Global Partners
California
$332K -$2.58K -20 -0.7%
KPWS
436
Kestra Private Wealth Services
Texas
$332K +$2.45K +19 +0.7%
Aviva
437
Aviva
United Kingdom
$329K -$3.15M -24,360 -90%
CFCI
438
Comprehensive Financial Consultants Institutional
Indiana
$329K
SAS
439
Sanford Advisory Services
Michigan
$324K
TMAM
440
Tokio Marine Asset Management
Japan
$320K +$59.3K +459 +20%
WI
441
Wintrust Investments
Illinois
$319K -$5.81K -45 -2%
WCM
442
WealthBridge Capital Management
Ohio
$317K
RIA
443
Regal Investment Advisors
Michigan
$315K -$31.5K -244 -8%
DWP
444
Destiny Wealth Partners
Florida
$308K +$78.5K +608 +29%
CIM
445
Contravisory Investment Management
Massachusetts
$305K +$343K +2,655 New
SI
446
Stephens Inc
Arkansas
$303K +$13.2K +102 +4%
LNC
447
Lincoln National Corp
Pennsylvania
$302K +$517 +4 +0.2%
TSS
448
Two Sigma Securities
New York
$302K +$17.2K +133 +5%
MC
449
Moors & Cabot
Massachusetts
$301K +$13.3K +103 +4%
FTDI
450
First Trust Direct Indexing
Massachusetts
$300K -$22.1K -171 -6%

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.