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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
WHRC
26
W.H. Reaves & Co
New Jersey
$85M -$4.78M -44,430 -5%
First Trust Advisors
27
First Trust Advisors
Illinois
$75.9M -$785K -7,298 -0.9%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$75.5M -$138M -1,278,098 -63%
Amundi
29
Amundi
France
$73.9M +$64M +595,041 +371%
WHG
30
Westwood Holdings Group
Texas
$69.6M +$3.63M +33,707 +5%
ClearBridge Investments
31
ClearBridge Investments
New York
$67.2M +$7.27M +67,588 +11%
Barclays
32
Barclays
United Kingdom
$66.6M +$16.3M +151,507 +29%
Swiss National Bank
33
Swiss National Bank
Switzerland
$65.8M -$8.76M -81,400 -11%
ECM
34
ExodusPoint Capital Management
New York
$63.2M +$22.7M +210,941 +50%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$62.9M -$1.44M -13,368 -2%
Victory Capital Management
36
Victory Capital Management
Texas
$61.7M +$103K +961 +0.2%
N
37
Nuveen
North Carolina
$60.2M -$7.05M -65,489 -10%
JP Morgan Chase
38
JP Morgan Chase
New York
$58.7M -$3.36M -31,205 -5%
Goldman Sachs
39
Goldman Sachs
New York
$55.4M +$4.78M +44,459 +9%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.4M +$2.3M +21,346 +4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$50.5M -$1.04M -9,646 -2%
UBS AM
42
UBS AM
Illinois
$49.8M +$2.1M +19,565 +4%
EIP
43
Energy Income Partners
Connecticut
$49.4M +$2.09M +19,451 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$46.7M +$499K +4,637 +1%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$42.4M +$9.47M +88,000 +26%
ZP
46
Zimmer Partners
New York
$37.8M -$51.9M -482,100 -56%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$35.7M +$6.03M +56,057 +18%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$35.1M -$116K -1,079 -0.3%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$34.7M +$21.1M +196,090 +117%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$33.1M -$5.69M -52,907 -14%

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.