DTE Energy
DTE
753 hedge funds and large institutions have $17.5B invested in DTE Energy in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 250 increasing their positions, 248 reducing their positions, and 61 closing their positions.
84% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 61
14% more capital invested
Capital invested by funds: $15.5B → $17.5B (+$2.09B)
6% more funds holding
Funds holding: 712 → 753 (+41)
1.67% more ownership
Funds ownership: 75.48% → 77.15% (+1.7%)
1% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 248
25% less call options, than puts
Call options by funds: $18.7M | Put options by funds: $25.1M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$251M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$106M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$104M |
| 4 |
SCP
Soroban Capital Partners
New York
|
+$74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$70M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$165M |
| 2 |
BlackRock
New York
|
-$59.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.2M |
| 5 |
ZP
Zimmer Partners
New York
|
-$37.8M |
DTE Hedge Fund Activity: Q4 2023 in Review
753 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2023, worth a combined $17.5B — up 14% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new DTE positions and 61 closed out — a net gain of 51 holders — while 250 added to existing stakes and 248 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $165M.
- 753 institutional investors held DTE Energy (DTE) as of Q4 2023, up from 712 in Q3 2023.
- Funds reported $17.5B of DTE Energy stock for Q4 2023, up 14% quarter-over-quarter.
- 112 funds opened new DTE Energy positions in Q4 2023 and 61 closed out, a net change of +51 holders.
- The largest DTE Energy buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
- The largest DTE Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $165M sold.
Based on aggregated 13F filings for Q4 2023.