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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
OIA
526
OneDigital Investment Advisors
Kansas
$203K +$228K +1,767 New
EFS
527
Essex Financial Services
Connecticut
$201K
TWI
528
Thomas White International
Illinois
$201K
PTC
529
Private Trust Company
Ohio
$201K +$3.75K +29 +2%
SOS
530
Silver Oak Securities
Tennessee
$200K +$261K +2,017 New
TNBTD
531
Trustmark National Bank Trust Department
Mississippi
$200K +$15.8K +122 +8%
WFA
532
Wipfli Financial Advisors
Wisconsin
$181K +$202K +1,563 New
CT
533
Caldwell Trust
Florida
$181K -$9.04K -70 -4%
SWM
534
Spire Wealth Management
Virginia
$180K -$175K -1,351 -46%
DA
535
Denali Advisors
California
$173K
IA
536
IFP Advisors
Florida
$168K +$93.6K +725 +45%
Bessemer Group
537
Bessemer Group
New Jersey
$166K +$61.2K +474 +48%
RP
538
Rowlandmiller & Partners
Georgia
$162K
EWM
539
Endurance Wealth Management
Rhode Island
$161K
IFA
540
Interactive Financial Advisors
Illinois
$159K
CT
541
Cambridge Trust
Massachusetts
$158K +$646 +5 +0.4%
QCG
542
Quadrant Capital Group
Ohio
$157K +$22.6K +175 +15%
SIM
543
Sentry Investment Management
Wisconsin
$152K
FP
544
Financial Perspectives
Minnesota
$147K +$1.16K +9 +0.7%
FHA
545
First Horizon Advisors
Tennessee
$146K -$105K -815 -39%
WT
546
Whittier Trust
California
$142K -$1.94K -15 -1%
WTA
547
Washington Trust Advisors
Massachusetts
$142K
ATC
548
Adirondack Trust Company
New York
$138K
KFS
549
Kelly Financial Services
Massachusetts
$137K +$129 +1 +0.1%
GIA
550
GHP Investment Advisors
Colorado
$137K +$145K +1,125 +1,679%

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.