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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
AC
501
AIFG Consultants
New York
$208K
GL
502
Graypoint LLC
New York
$208K -$29.3K -272 -12%
GI
503
Gradient Investments
Minnesota
$207K -$37.7K -350 -14%
AIM
504
Aspen Investment Management
Michigan
$207K
AFG
505
Allegheny Financial Group
Pennsylvania
$205K +$19.3K +179 +9%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$205K -$3.98K -37 -2%
CL
507
Choreo LLC
Illinois
$204K +$10.5K +98 +5%
KWA
508
Kingswood Wealth Advisors
California
$203K +$220K +2,042 New
PI
509
PFG Investments
New York
$203K
MIM
510
MTM Investment Management
South Carolina
$202K
MFG
511
Merit Financial Group
Georgia
$202K +$3.77K +35 +2%
MA
512
MCF Advisors
Kentucky
$202K
BMCM
513
Bryn Mawr Capital Management
Pennsylvania
$201K +$218K +2,024 New
SOS
514
Silver Oak Securities
Tennessee
$200K +$217K +2,017 New
SHFA
515
SC&H Financial Advisors
Maryland
$200K -$37.3K -347 -15%
BAM
516
Belpointe Asset Management
Nevada
$200K +$19.4K +180 +10%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$199K +$29.4K +273 +15%
Credit Agricole
518
Credit Agricole
France
$193K +$209K +1,939 New
WBC
519
Westpac Banking Corp
Australia
$188K +$75.3K +700 +59%
RTC
520
Riverview Trust Company
Washington
$187K
APF
521
Alaska Permanent Fund
Alaska
$185K +$15.6K +145 +8%
BHWM
522
Beaird Harris Wealth Management
Texas
$182K
AssetMark Inc
523
AssetMark Inc
California
$180K +$24.2K +225 +14%
PI
524
PEAK6 Investments
Illinois
$179K +$194K +1,801 New
BTI
525
Blue Trust Inc
Georgia
$174K +$4.52K +42 +3%

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.