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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
426
Davenport & Co
Virginia
$384K -$31.9K -285 -8%
WSC
427
Wellington Shields & Co
New York
$383K
DPI
428
Diversified Portfolios Inc
Michigan
$382K +$12.5K +112 +3%
IF
429
Intrua Financial
Texas
$382K -$560 -5 -0.1%
FIM
430
Freedom Investment Management
Connecticut
$381K -$336K -3,002 -46%
RWPA
431
Richard W. Paul & Associates
Michigan
$373K
AAM
432
Advisors Asset Management
Colorado
$365K +$119K +1,060 +47%
BFG
433
Bleakley Financial Group
New Jersey
$364K +$59K +527 +19%
RMC
434
Resources Management Corp
Connecticut
$363K +$1.75M +15,602 +4,032%
FNBSF
435
First National Bank Sioux Falls
South Dakota
$355K
Nomura Holdings
436
Nomura Holdings
Japan
$354K +$362K +3,231 New
PWMG
437
Pinnacle Wealth Management Group
Michigan
$353K -$44.8K -400 -11%
CAM
438
Cozad Asset Management
Illinois
$351K -$1.38M -12,319 -79%
BAM
439
Belpointe Asset Management
Nevada
$351K +$54K +482 +18%
FGA
440
Fortis Group Advisors
New Jersey
$351K +$349K +3,119 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
441
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$349K +$357K +3,185 New
CFCI
442
Comprehensive Financial Consultants Institutional
Indiana
$338K
MC
443
Moors & Cabot
Massachusetts
$336K +$24.6K +220 +8%
IWP
444
Icon Wealth Partners
Texas
$335K +$342K +3,055 New
KPWS
445
Kestra Private Wealth Services
Texas
$332K +$12.4K +111 +4%
FNFDCM
446
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$332K -$41.6K -371 -11%
KeyBank National Association
447
KeyBank National Association
Ohio
$330K -$21.4K -191 -6%
IC
448
Inscription Capital
Texas
$329K
PAM
449
Palisade Asset Management
Minnesota
$329K
HW
450
Hancock Whitney
Mississippi
$318K -$7.17K -64 -2%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.