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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$311K +$18.9K +157 +7%
MIA
527
MeadowBrook Investment Advisors
Michigan
$310K
DC
528
Davenport & Co
Virginia
$310K -$3.13K -26 -1%
TWA
529
TCI Wealth Advisors
Arizona
$302K -$3.86K -32 -1%
RWMG
530
Redwood Wealth Management Group
New Jersey
$301K
AA
531
Advisory Alpha
Michigan
$301K -$11.5K -95 -4%
EFS
532
Essex Financial Services
Connecticut
$300K +$282K +2,343 New
FTC
533
Farmers Trust Company
Ohio
$296K -$15.1K -125 -5%
PWM
534
PBMares Wealth Management
Virginia
$295K
PA
535
Prossimo Advisors
California
$295K +$4.82K +40 +2%
BC
536
Bridgefront Capital
Texas
$294K +$276K +2,293 New
IPWA
537
International Private Wealth Advisors
California
$291K -$15.9K -132 -6%
Bessemer Group
538
Bessemer Group
New Jersey
$291K +$22.3K +185 +9%
IWM
539
IHT Wealth Management
Illinois
$289K +$272K +2,252 New
VL
540
Vima LLC
Michigan
$289K -$3.74K -31 -1%
Royal London Asset Management
541
Royal London Asset Management
United Kingdom
$289K
BBHC
542
Brown Brothers Harriman & Co
New York
$289K +$18.7K +155 +7%
FFO
543
Fiduciary Family Office
Florida
$286K -$12.7K -105 -5%
PA
544
Parallel Advisors
California
$284K +$27.9K +231 +12%
SIG
545
Stonegate Investment Group
Alabama
$283K
CI
546
CPR Investments
Michigan
$283K -$8.44K -70 -3%
RWPA
547
Richard W. Paul & Associates
Michigan
$282K -$140K -1,159 -35%
FTWA
548
Fifth Third Wealth Advisors
Ohio
$282K +$29.5K +245 +13%
OPW
549
Oxler Private Wealth
New York
$281K +$2.41K +20 +0.9%
PSP
550
Principal Street Partners
Tennessee
$279K

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.