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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
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$218K
BTI
527
Blue Trust Inc
Georgia
$216K +$82.9K +740 +67%
FFS
528
Founders Financial Securities
Maryland
$215K
PFO
529
Pathstone Family Office
New Jersey
$214K -$592K -5,286 -73%
AFG
530
Allegheny Financial Group
Pennsylvania
$213K
HIC
531
Hartline Investment Corp
Illinois
$213K
QFA
532
Quantum Financial Advisors
California
$212K
CL
533
Choreo LLC
Illinois
$211K +$216K +1,927 New
VIA
534
Vident Investment Advisory
Georgia
$211K -$1.3M -11,566 -86%
FA
535
FDx Advisors
Illinois
$210K
HPC
536
HM Payson & Co
Maine
$207K -$1.23K -11 -0.6%
RTC
537
Riverview Trust Company
Washington
$207K +$14K +125 +7%
TWA
538
TCI Wealth Advisors
Arizona
$205K -$112 -1 -0.1%
PCS
539
Personal CFO Solutions
New Jersey
$204K +$208K +1,860 New
NFA
540
Northern Financial Advisors
Michigan
$202K
BHWM
541
Beaird Harris Wealth Management
Texas
$201K -$3.25K -29 -2%
PCM
542
Pointe Capital Management
Michigan
$200K +$205K +1,829 New
DAM
543
Delta Asset Management
Tennessee
$173K -$2.24K -20 -1%
CT
544
Caldwell Trust
Florida
$170K -$2.13K -19 -1%
RP
545
Rowlandmiller & Partners
Georgia
$155K
EWM
546
Endurance Wealth Management
Rhode Island
$153K
CT
547
Cambridge Trust
Massachusetts
$149K
CWM
548
Cranbrook Wealth Management
Michigan
$144K -$58.1K -519 -28%
FP
549
Financial Perspectives
Minnesota
$142K +$1.23K +11 +0.9%
ATC
550
Adirondack Trust Company
New York
$139K +$7.95K +71 +6%

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.