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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
IWC
426
Integrated Wealth Concepts
Massachusetts
$425K -$57.5K -533 -12%
TIAA Trust, National Association
427
TIAA Trust, National Association
North Carolina
$423K +$11.4K +106 +3%
MBT
428
Montecito Bank & Trust
California
$421K -$52.9K -490 -12%
MLA
429
My Legacy Advisors
Oregon
$419K +$21.6K +200 +6%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$413K -$32.7K -303 -8%
BCI
431
Brinker Capital Investments
Pennsylvania
$412K +$189K +1,748 +91%
OPS
432
Orion Portfolio Solutions
Nebraska
$412K +$189K +1,748 +91%
CM
433
Capula Management
Cayman Islands
$412K +$396K +3,672 New
SIC
434
SJS Investment Consulting
Ohio
$411K +$324 +3 +0.1%
IC
435
IEQ Capital
California
$407K +$12.2K +113 +3%
CBNLCF
436
Cognios Beta Neutral Large Cap Fund
Kansas
$404K +$389K +3,607 New
RWMG
437
Redwood Wealth Management Group
New Jersey
$403K
CW
438
Connectus Wealth
Ohio
$402K -$1.19K -11 -0.3%
Kovitz Investment Group Partners
439
Kovitz Investment Group Partners
Illinois
$397K +$382K +3,536 New
ACM
440
Advance Capital Management
Michigan
$395K -$129K -1,191 -25%
WSC
441
Wellington Shields & Co
New York
$392K
MCM
442
MAI Capital Management
Ohio
$386K -$14.2K -132 -4%
WS
443
Wedbush Securities
California
$385K +$371K +3,437 New
ECU
444
Eisler Capital (UK)
United Kingdom
$384K +$370K +3,427 New
CAAS
445
Capital Asset Advisory Services
Michigan
$382K -$52.9K -490 -12%
GAM
446
GEM Asset Management
Michigan
$382K
Walleye Capital
447
Walleye Capital
New York
$382K +$367K +3,402 New
RWPA
448
Richard W. Paul & Associates
Michigan
$381K
SFG
449
Sovereign Financial Group
Connecticut
$377K +$363K +3,363 New
CC
450
Corton Capital
Ontario, Canada
$375K +$105K +973 +41%

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.