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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Horizon Investments
North Carolina
$286K +$25.1K +233 +9%
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$283K +$306K +2,846 New
UCFA
453
United Capital Financial Advisors
Texas
$280K -$64.9K -603 -18%
OQS
454
Occudo Quantitative Strategies
Florida
$278K +$301K +2,800 New
KWM
455
Kaydan Wealth Management
Michigan
$278K
WI
456
Wintrust Investments
Illinois
$273K +$108 +1 +0%
LNC
457
Lincoln National Corp
Pennsylvania
$271K +$5.7K +53 +2%
RIS
458
Retirement Income Solutions
Michigan
$270K +$73.4K +682 +34%
JCM
459
J2 Capital Management
Michigan
$269K +$19.8K +184 +7%
BCM
460
Brookstone Capital Management
Illinois
$263K -$2.69K -25 -0.9%
SBIA
461
Sheaff Brock Investment Advisors
Indiana
$258K
DC
462
Davenport & Co
Virginia
$255K -$10.8K -100 -4%
C1AG
463
Client 1st Advisory Group
Florida
$252K
AA
464
Advisory Alpha
Michigan
$252K +$18.3K +170 +7%
CA
465
Clearstead Advisors
Ohio
$251K +$36.4K +338 +15%
S
466
SignatureFD
Georgia
$250K -$80.3K -746 -23%
KeyBank National Association
467
KeyBank National Association
Ohio
$250K -$40.6K -377 -13%
CSIC
468
Clifford Swan Investment Counsel
California
$249K
WCM
469
WealthBridge Capital Management
Ohio
$248K
PCIA
470
Prime Capital Investment Advisors
Kansas
$246K -$12.6K -117 -5%
HI
471
Harbour Investments
Wisconsin
$245K +$44.2K +411 +20%
AWM
472
Affinity Wealth Management
Delaware
$244K
PPWM
473
Paragon Private Wealth Management
Kentucky
$244K +$265K +2,459 New
SA
474
Syntax Advisors
New York
$239K +$22.7K +211 +10%
VCG
475
Vantage Consulting Group
Virginia
$239K +$22.7K +211 +10%

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.