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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
526
Rehmann Capital Advisory Group
Michigan
$217K +$200K +1,639 New
DAM
527
Delta Asset Management
Tennessee
$215K
OPA
528
Old Port Advisors
Maine
$210K +$190K +1,555 New
WE
529
Wealth Effects
Massachusetts
$210K +$194K +1,591 New
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$209K +$193K +1,580 New
PA
531
Planning Alternatives
Michigan
$209K +$193K +1,580 New
TCA
532
Transcend Capital Advisors
New Jersey
$205K +$189K +1,547 New
WWM
533
Western Wealth Management
Colorado
$204K +$188K +1,538 New
PTC
534
Private Trust Company
Ohio
$202K +$186K +1,529 New
CIP
535
Convergence Investment Partners
Florida
$201K +$186K +1,524 New
HCA
536
Harbor Capital Advisors
Illinois
$191K +$176K +1,444 New
CT
537
Cambridge Trust
Massachusetts
$189K -$7.93K -65 -4%
EWM
538
Endurance Wealth Management
Rhode Island
$185K
DA
539
Denali Advisors
California
$185K +$146K +1,200 +600%
ACM
540
Aquatic Capital Management
Illinois
$185K +$159K +1,300 +1,300%
SIM
541
Sentry Investment Management
Wisconsin
$184K -$66.7K -547 -28%
S
542
SignatureFD
Georgia
$184K -$7.2K -59 -4%
IFA
543
Interactive Financial Advisors
Illinois
$183K
CA
544
Clearstead Advisors
Ohio
$167K +$154K +1,264 New
MCC
545
Money Concepts Capital
Florida
$167K +$154K +1,265 New
FP
546
Financial Perspectives
Minnesota
$167K +$1.1K +9 +0.7%
WT
547
Whittier Trust
California
$165K +$1.59K +13 +1%
WTA
548
Washington Trust Advisors
Massachusetts
$163K
TWC
549
TD Waterhouse Canada
Ontario, Canada
$163K -$3.66K -30 -2%
WB
550
Webster Bank
Connecticut
$162K

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.