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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
KFS
551
Kelly Financial Services
Massachusetts
$158K +$122 +1 +0.1%
ATC
552
Adirondack Trust Company
New York
$153K +$103K +845 +268%
GWM
553
Geneos Wealth Management
Colorado
$151K +$122 +1 +0.1%
Bessemer Group
554
Bessemer Group
New Jersey
$141K +$21.3K +175 +20%
QCG
555
Quadrant Capital Group
Ohio
$137K +$10.6K +87 +9%
OC
556
Oakworth Capital
Alabama
$133K
ZB
557
Zions Bancorporation
Utah
$133K +$109K +890 +774%
TIM
558
Tortoise Investment Management
New York
$131K
AWA
559
Aaron Wealth Advisors
Illinois
$129K +$2.08M +17,055 New
PCFFS
560
Pacific Center for Financial Services
California
$122K
IA
561
IFP Advisors
Florida
$121K +$21K +172 +12%
DMBA
562
Deseret Mutual Benefit Administrators
Utah
$120K -$14.8K -121 -12%
BHWM
563
Beaird Harris Wealth Management
Texas
$118K +$12.2K +100 +13%
GWS
564
Glassman Wealth Services
Virginia
$113K -$732 -6 -0.7%
CWP
565
Concord Wealth Partners
Virginia
$109K
C
566
Covestor
United Kingdom
$108K +$21K +172 +27%
FHA
567
First Horizon Advisors
Tennessee
$107K -$49.3K -404 -33%
PPWM
568
PFG Private Wealth Management
Florida
$107K +$98.7K +809 New
AF
569
Advisornet Financial
Minnesota
$106K
SC
570
Steph & Co
Wisconsin
$106K
SPIA
571
Steward Partners Investment Advisory
New York
$106K +$3.05K +25 +3%
CT
572
Caldwell Trust
Florida
$104K
ADL
573
Asset Dedication LLC
California
$103K +$488 +4 +0.5%
SAM
574
S.A. Mason
Michigan
$102K +$488 +4 +0.5%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$98.1K -$122 -1 -0.1%

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.