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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$125M -$12.6M -117,201 -10%
DPIM
27
Duff & Phelps Investment Management
Illinois
$102M +$29.2K +271 +0%
BC
28
Brookfield Corp
Ontario, Canada
$97.4M -$17.8M -165,411 -16%
Jennison Associates
29
Jennison Associates
New York
$95.9M -$6.06M -56,148 -6%
Goldman Sachs
30
Goldman Sachs
New York
$93M +$17.7M +164,004 +25%
WHG
31
Westwood Holdings Group
Texas
$81.6M +$2M +18,514 +3%
SCP
32
Soroban Capital Partners
New York
$81M
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$74.4M +$3.79M +35,151 +6%
First Trust Advisors
34
First Trust Advisors
Illinois
$74M -$13.1M -121,269 -16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$69.3M -$2.92M -27,100 -4%
N
36
Nuveen
North Carolina
$68.8M +$2.8M +25,916 +5%
UBS Group
37
UBS Group
Switzerland
$64.4M +$32.2M +298,759 +109%
WHRC
38
W.H. Reaves & Co
New Jersey
$60.8M -$12.7M -118,013 -18%
Amundi
39
Amundi
France
$59.6M +$7.91M +73,274 +15%
UBS AM
40
UBS AM
Illinois
$57M -$483K -4,477 -0.9%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$55.7M -$470K -4,353 -0.9%
APG Asset Management
42
APG Asset Management
Netherlands
$54.5M +$401K +3,720 +0.7%
EIP
43
Energy Income Partners
Connecticut
$54.4M -$2.61M -24,168 -5%
Deutsche Bank
44
Deutsche Bank
Germany
$53.4M +$21.3M +197,050 +71%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.6M -$7.06M -65,464 -12%
Victory Capital Management
46
Victory Capital Management
Texas
$50.4M -$1.64M -15,157 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$47.7M +$29.5M +273,750 +180%
Barclays
48
Barclays
United Kingdom
$47.7M -$3.15M -29,163 -6%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$47M +$43.4M +402,503 +2,425%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$42.8M +$4.6M +42,635 +13%

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.