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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
Rafferty Asset Management
451
Rafferty Asset Management
New York
$318K -$281K -2,305 -49%
RGF
452
Retirement Guys Formula
Ohio
$318K -$6.83K -56 -2%
AssetMark Inc
453
AssetMark Inc
California
$316K -$47.7M -390,886 -99%
FWIA
454
Fort Washington Investment Advisors
Ohio
$316K -$110K -900 -27%
BCI
455
Brinker Capital Investments
Pennsylvania
$316K +$12.9K +106 +5%
KPWS
456
Kestra Private Wealth Services
Texas
$313K -$1.59K -13 -0.5%
DHGWA
457
Dixon Hughes Goodman Wealth Advisors
North Carolina
$306K
PSP
458
Principal Street Partners
Tennessee
$305K -$18.1K -148 -6%
ATWA
459
Arbor Trust Wealth Advisors
Michigan
$303K
IWC
460
Integrated Wealth Concepts
Massachusetts
$301K +$732 +6 +0.3%
SP
461
Symmetry Partners
Connecticut
$298K
LFA
462
Lauterbach Financial Advisors
Texas
$297K
RHBC
463
R.H. Bluestein & Co
Michigan
$297K
CA
464
Calton & Associates
Florida
$295K +$244 +2 +0.1%
OMC
465
Old Mission Capital
Illinois
$295K +$272K +2,229 New
GCP
466
GSA Capital Partners
United Kingdom
$292K +$269K +2,207 New
CDH
467
Charles D. Hyman
$291K
BHWM
468
Bar Harbor Wealth Management
New Hampshire
$290K -$13.4K -110 -5%
Lido Advisors
469
Lido Advisors
California
$287K -$56.4K -462 -18%
MIA
470
MainStreet Investment Advisors
Illinois
$286K +$1.22K +10 +0.5%
MC
471
Moors & Cabot
Massachusetts
$280K +$258K +2,118 New
AIM
472
Aspen Investment Management
Michigan
$276K
SI
473
Stephens Inc
Arkansas
$274K -$143K -1,169 -36%
CCP
474
Corient Capital Partners
California
$273K -$244 -2 -0.1%
MIM
475
MTM Investment Management
South Carolina
$269K

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.