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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
SBIA
451
Sheaff Brock Investment Advisors
Indiana
$300K
CSIC
452
Clifford Swan Investment Counsel
California
$295K
C1AG
453
Client 1st Advisory Group
Florida
$292K
JCM
454
J2 Capital Management
Michigan
$291K
IC
455
IEQ Capital
California
$291K +$89.5K +693 +38%
TI
456
Tidal Investments
Wisconsin
$288K +$21.4K +166 +7%
SSG
457
Summit Securities Group
New York
$287K +$270K +2,089 +520%
AWM
458
Affinity Wealth Management
Delaware
$283K
BCM
459
Brookstone Capital Management
Illinois
$282K +$388 +3 +0.1%
CI
460
CPR Investments
Michigan
$280K -$5.04K -39 -2%
Lido Advisors
461
Lido Advisors
California
$279K +$44.8K +347 +17%
VF
462
Virtu Financial
New York
$279K +$314K +2,430 New
SW
463
SkyOak Wealth
Michigan
$278K
RGF
464
Retirement Guys Formula
Ohio
$277K
PA
465
Parallel Advisors
California
$276K -$25.7K -199 -8%
BCI
466
Brinker Capital Investments
Pennsylvania
$273K +$8.4K +65 +3%
AA
467
Ancora Advisors
Ohio
$272K
APA
468
American Portfolios Advisors
New York
$271K -$44.2K -342 -13%
HI
469
Harbour Investments
Wisconsin
$268K
PSP
470
Principal Street Partners
Tennessee
$266K
CI
471
Cigna Investments
Connecticut
$265K -$20.5K -159 -6%
ATWA
472
Arbor Trust Wealth Advisors
Michigan
$264K
LAM
473
LFS Asset Management
California
$263K +$2.07K +16 +0.7%
CA
474
Clearstead Advisors
Ohio
$260K +$125K +970 +75%
CA
475
Calton & Associates
Florida
$259K +$2.97K +23 +1%

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.