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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
RGF
476
Retirement Guys Formula
Ohio
$237K -$3.66K -34 -1%
SW
477
SkyOak Wealth
Michigan
$237K -$15K -139 -6%
VSQM
478
V-Square Quantitative Management
Illinois
$234K +$204K +1,898 +413%
TWA
479
TCI Wealth Advisors
Arizona
$234K +$20.5K +191 +9%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$232K +$18.1K +168 +8%
CI
481
CPR Investments
Michigan
$230K -$5.38K -50 -2%
TCOT
482
Trust Company of Toledo
Ohio
$229K
ATWA
483
Arbor Trust Wealth Advisors
Michigan
$228K
DGAM
484
Desjardins Global Asset Management
Quebec, Canada
$226K -$534K -4,960 -69%
T
485
TRUADVICE
Florida
$225K -$5.38K -50 -2%
SP
486
Symmetry Partners
Connecticut
$224K
BBWP
487
Beacon Bridge Wealth Partners
Pennsylvania
$223K -$16.5K -153 -6%
PWM
488
PBMares Wealth Management
Virginia
$219K
CI
489
Cigna Investments
Connecticut
$218K -$28.8K -268 -11%
CDH
490
Charles D. Hyman
$218K
MNBTD
491
Moody National Bank Trust Division
Texas
$217K +$15.9K +148 +7%
RIA
492
Regal Investment Advisors
Michigan
$214K +$753 +7 +0.3%
PSP
493
Principal Street Partners
Tennessee
$214K -$1.4K -13 -0.6%
FNFDCM
494
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$212K -$88.8K -825 -28%
AC
495
ASB Consultores
Florida
$212K +$12.3K +114 +6%
SFS
496
Summit Financial Strategies
Ohio
$212K
NAM
497
NTV Asset Management
West Virginia
$210K
HW
498
Hancock Whitney
Mississippi
$210K -$32.9K -306 -13%
Capstone Investment Advisors
499
Capstone Investment Advisors
New York
$210K +$117K +1,088 +106%
OPW
500
Oxler Private Wealth
New York
$210K +$1.94K +18 +0.9%

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.