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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$375K
IMCOOI
452
Investment Management Corp of Ontario (IMCO)
Canada
$375K -$162K -1,500 -31%
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
$373K
MWA
454
Monograph Wealth Advisors
California
$368K +$351K +3,250 New
BWG
455
Balanced Wealth Group
Ohio
$358K +$10.1K +94 +3%
RMCM
456
Reynders McVeigh Capital Management
Massachusetts
$358K -$37.8K -350 -10%
VSQM
457
V-Square Quantitative Management
Illinois
$357K +$89.5K +829 +35%
FT
458
Fiduciary Trust
Massachusetts
$357K
KeyBank National Association
459
KeyBank National Association
Ohio
$356K -$198K -1,836 -37%
Aviva
460
Aviva
United Kingdom
$354K
RFC
461
Regions Financial Corp
Alabama
$353K
FGA
462
Fortis Group Advisors
New Jersey
$350K
SC
463
Syon Capital
California
$349K -$330K -3,061 -50%
BWM
464
Brown Wealth Management
Illinois
$348K -$2.48K -23 -0.7%
CWS
465
Confluence Wealth Services
Pennsylvania
$346K -$115K -1,064 -26%
CFCI
466
Comprehensive Financial Consultants Institutional
Indiana
$346K
PWMG
467
Pinnacle Wealth Management Group
Michigan
$343K -$17.9K -166 -5%
SP
468
Stonebrook Private
Michigan
$342K +$1.73K +16 +0.5%
AssetMark Inc
469
AssetMark Inc
California
$341K +$99.8K +925 +44%
BL
470
Balentine LLC
Georgia
$338K -$2.48K -23 -0.8%
IC
471
Inscription Capital
Texas
$338K
PAM
472
Palisade Asset Management
Minnesota
$336K
PCIA
473
Prime Capital Investment Advisors
Kansas
$334K +$1.73K +16 +0.5%
Lazard Asset Management
474
Lazard Asset Management
New York
$334K +$322K +2,980 +37,250%
GS
475
GTS Securities
New York
$326K -$253K -2,344 -45%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.