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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
476
Vantage Consulting Group
Virginia
$267K +$26.4K +236 +11%
PI
477
PFS Investments
Georgia
$266K -$2.8K -25 -1%
RGF
478
Retirement Guys Formula
Ohio
$265K -$1.57K -14 -0.6%
SW
479
SkyOak Wealth
Michigan
$264K
HI
480
Horizon Investments
North Carolina
$264K +$22.3K +199 +9%
CI
481
CPR Investments
Michigan
$263K -$9.19K -82 -3%
BBWP
482
Beacon Bridge Wealth Partners
Pennsylvania
$261K -$27K -241 -9%
SHFA
483
SC&H Financial Advisors
Maryland
$259K +$44.2K +395 +20%
CI
484
Cigna Investments
Connecticut
$258K -$7.39K -66 -3%
FMAEN1
485
Fund Management at Engine No 1
California
$258K +$24.2K +216 +10%
EFMC
486
Empire Financial Management Company
New York
$255K +$261K +2,330 New
TCOT
487
Trust Company of Toledo
Ohio
$253K +$258K +2,306 New
ATWA
488
Arbor Trust Wealth Advisors
Michigan
$252K
SP
489
Symmetry Partners
Connecticut
$247K
QCM
490
Quantinno Capital Management
New York
$247K +$29.3K +262 +13%
RIA
491
Regal Investment Advisors
Michigan
$246K -$6.16K -55 -2%
QCG
492
Quadrant Capital Group
Ohio
$244K -$16.4K -146 -6%
PSP
493
Principal Street Partners
Tennessee
$243K -$8.51K -76 -3%
NAM
494
NTV Asset Management
West Virginia
$242K
PWM
495
PBMares Wealth Management
Virginia
$241K
CDH
496
Charles D. Hyman
$241K
PA
497
Parallel Advisors
California
$240K +$15.8K +141 +7%
MG
498
Mather Group
Illinois
$240K +$246K +2,193 New
HI
499
Harbour Investments
Wisconsin
$239K +$41.1K +367 +20%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$239K +$224 +2 +0.1%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.