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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
P8IP
451
Pier 88 Investment Partners
California
$317K
Aviva
452
Aviva
United Kingdom
$313K
KWM
453
Kaydan Wealth Management
Michigan
$312K +$120K +1,067 +60%
QI
454
Qtron Investments
Massachusetts
$311K
RIS
455
Retirement Income Solutions
Michigan
$307K +$24.3K +217 +8%
BCM
456
Brookstone Capital Management
Illinois
$306K -$1.79K -16 -0.6%
WI
457
Wintrust Investments
Illinois
$304K +$112 +1 +0%
LNC
458
Lincoln National Corp
Pennsylvania
$303K +$18K +161 +6%
TI
459
Tidal Investments
Wisconsin
$300K +$18.8K +168 +7%
AG
460
AIA Group
Hong Kong
$295K -$29.3K -262 -9%
NB
461
NBT Bank
New York
$294K
S
462
SignatureFD
Georgia
$291K +$51.5K +460 +21%
Axa
463
Axa
France
$289K -$134K -1,200 -31%
SBIA
464
Sheaff Brock Investment Advisors
Indiana
$285K
C1AG
465
Client 1st Advisory Group
Florida
$278K
JCM
466
J2 Capital Management
Michigan
$277K
CSIC
467
Clifford Swan Investment Counsel
California
$274K -$560 -5 -0.2%
WCM
468
WealthBridge Capital Management
Ohio
$274K -$112 -1 -0%
AI
469
Atom Investors
Texas
$274K +$280K +2,500 New
FTDI
470
First Trust Direct Indexing
Massachusetts
$273K -$24.1K -215 -8%
SI
471
Stephens Inc
Arkansas
$270K -$98.2K -877 -26%
Lido Advisors
472
Lido Advisors
California
$269K -$33.6K -300 -11%
SW
473
SVB Wealth
Massachusetts
$269K -$59.1K -528 -18%
AWM
474
Affinity Wealth Management
Delaware
$269K
SA
475
Syntax Advisors
New York
$267K +$26.4K +236 +11%

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.