We are live on ! Find out more
DTE icon

DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Horizon Investments
North Carolina
$223K +$39.1K +303 +19%
QFA
502
Quantum Financial Advisors
California
$222K +$129 +1 +0.1%
HPC
503
HM Payson & Co
Maine
$219K +$9.04K +70 +4%
NAM
504
NTV Asset Management
West Virginia
$218K
AFG
505
Allegheny Financial Group
Pennsylvania
$217K
AssetMark Inc
506
AssetMark Inc
California
$217K +$1.55K +12 +0.6%
BHWM
507
Beaird Harris Wealth Management
Texas
$217K +$103K +795 +73%
SFI
508
Siemens Fonds Invest
Germany
$215K -$19.5K -151 -7%
TWA
509
TCI Wealth Advisors
Arizona
$215K -$8.27K -64 -3%
FTC
510
Farmers Trust Company
Ohio
$215K -$3.23K -25 -1%
FMAEN1
511
Fund Management at Engine No 1
California
$214K -$12.1K -94 -5%
RTC
512
Riverview Trust Company
Washington
$214K +$12.8K +99 +6%
PNC
513
Park National Corp
Ohio
$213K -$1.68K -13 -0.7%
QCM
514
Quantinno Capital Management
New York
$213K +$24.5K +190 +11%
AT
515
Arden Trust
Delaware
$212K +$5.3K +41 +2%
CWM
516
Cranbrook Wealth Management
Michigan
$211K +$4.91K +38 +2%
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$209K -$9.23M -71,456 -98%
KWM
518
Kaydan Wealth Management
Michigan
$209K -$13.2K -102 -5%
CT
519
Coastline Trust
Rhode Island
$207K
CGL
520
Clarius Group LLC
Washington
$207K +$19K +147 +9%
GIA
521
Goodwin Investment Advisory
Georgia
$207K +$233K +1,801 New
REMPR
522
Roof Eidam Maycock Peralta (REMP)
California
$205K
FA
523
Fermata Advisors
California
$204K -$1.68K -13 -0.7%
AA
524
Advisory Alpha
Michigan
$204K
TC
525
Trilogy Capital
California
$203K +$228K +1,766 New

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.