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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
CA
501
Clearstead Advisors
Ohio
$236K -$12.5K -112 -5%
MNBTD
502
Moody National Bank Trust Division
Texas
$236K +$12.9K +115 +6%
Federated Hermes
503
Federated Hermes
Pennsylvania
$236K -$278K -2,478 -53%
BL
504
Balentine LLC
Georgia
$235K -$85.1K -760 -26%
SFS
505
Summit Financial Strategies
Ohio
$234K +$239K +2,133 New
CA
506
Calton & Associates
Florida
$232K -$3.7K -33 -2%
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$230K +$3.14K +28 +1%
AC
508
AIFG Consultants
New York
$230K
AIM
509
Aspen Investment Management
Michigan
$229K
OPW
510
Oxler Private Wealth
New York
$227K -$575K -5,132 -71%
GCP
511
GSA Capital Partners
United Kingdom
$227K +$232K +2,068 New
IFU
512
iSAM Funds (UK)
United Kingdom
$227K +$232K +2,072 New
IA
513
IFP Advisors
Florida
$227K -$70K -625 -15%
GI
514
Gradient Investments
Minnesota
$226K -$32.7K -292 -12%
SOAMC
515
Spirit of America Management Corp
New York
$225K +$230K +2,050 New
SCM
516
Schnieders Capital Management
California
$223K
MIM
517
MTM Investment Management
South Carolina
$223K
MA
518
MCF Advisors
Kentucky
$222K
CGL
519
Clarius Group LLC
Washington
$221K +$2.13K +19 +1%
AC
520
ASB Consultores
Florida
$219K +$224K +2,002 New
TWM
521
Triton Wealth Management
Arizona
$219K +$3.14K +28 +1%
XF
522
XML Financial
Maryland
$219K -$448 -4 -0.2%
KIA
523
KCM Investment Advisors
California
$219K +$224K +2,000 New
PI
524
PFG Investments
New York
$219K +$224K +2,000 New
AssetMark Inc
525
AssetMark Inc
California
$218K +$8.29K +74 +4%

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.