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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
526
Hartline Investment Corp
Illinois
$214K
QFA
527
Quantum Financial Advisors
California
$212K
Man Group
528
Man Group
United Kingdom
$211K +$213K +1,915 New
AFG
529
Allegheny Financial Group
Pennsylvania
$208K -$6.46K -58 -3%
RTC
530
Riverview Trust Company
Washington
$207K
CAM
531
Cozad Asset Management
Illinois
$203K -$152K -1,362 -42%
BHWM
532
Beaird Harris Wealth Management
Texas
$202K
BAM
533
Belpointe Asset Management
Nevada
$202K -$153K -1,370 -43%
PCM
534
Pointe Capital Management
Michigan
$201K
TWC
535
TD Waterhouse Canada
Ontario, Canada
$201K +$167K +1,494 +471%
CCA
536
Checchi Capital Advisers
California
$201K +$204K +1,828 New
PCS
537
Personal CFO Solutions
New Jersey
$201K -$3.68K -33 -2%
APF
538
Alaska Permanent Fund
Alaska
$189K +$192K +1,721 New
AssetMark Inc
539
AssetMark Inc
California
$174K -$45.7K -410 -21%
DAM
540
Delta Asset Management
Tennessee
$174K
CT
541
Caldwell Trust
Florida
$173K +$2.12K +19 +1%
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$172K +$38.7K +347 +28%
BTI
543
Blue Trust Inc
Georgia
$169K -$33.5K -301 -16%
HPC
544
HM Payson & Co
Maine
$163K -$46K -413 -22%
BC
545
Belmont Capital
California
$154K +$156K +1,400 New
UM
546
UniSuper Management
Australia
$154K +$156K +1,400 New
EWM
547
Endurance Wealth Management
Rhode Island
$154K
ATC
548
Adirondack Trust Company
New York
$151K +$5.91K +53 +4%
CT
549
Cambridge Trust
Massachusetts
$150K
GIA
550
GHP Investment Advisors
Colorado
$147K +$26.1K +234 +21%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.