We are live on ! Find out more
DTE icon

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
WB
551
Webster Bank
Connecticut
$128K -$14.1K -109 -9%
BTI
552
Blue Trust Inc
Georgia
$118K +$16.5K +128 +16%
OC
553
Oakworth Capital
Alabama
$116K
ZB
554
Zions Bancorporation
Utah
$115K -$1.68K -13 -1%
TIM
555
Tortoise Investment Management
New York
$114K
SC
556
Steph & Co
Wisconsin
$111K +$4.39K +34 +4%
PCFFS
557
Pacific Center for Financial Services
California
$106K
AG
558
AIA Group
Hong Kong
$105K -$72.5K -561 -38%
GWS
559
Glassman Wealth Services
Virginia
$102K
ANBT
560
American National Bank & Trust
Texas
$95K +$45.7K +354 +76%
SPIA
561
Steward Partners Investment Advisory
New York
$93K +$2.2K +17 +2%
PPWM
562
PFG Private Wealth Management
Florida
$91K -$3.36K -26 -3%
ADL
563
Asset Dedication LLC
California
$91K +$101K +781 New
SAM
564
S.A. Mason
Michigan
$89K +$388 +3 +0.4%
AAM
565
Advisors Asset Management
Colorado
$88K +$86.8K +672 +700%
AF
566
Advisornet Financial
Minnesota
$87K +$904 +7 +0.9%
DSC
567
Duncker Streett & Co
Missouri
$85K
EIM
568
Essex Investment Management
Massachusetts
$85K
DMBA
569
Deseret Mutual Benefit Administrators
Utah
$80K -$28.2K -218 -24%
AWM
570
Atticus Wealth Management
Florida
$80K
HCA
571
Harbor Capital Advisors
Illinois
$79K -$66K -511 -43%
CWM
572
Castle Wealth Management
Florida
$74K
UB
573
UMB Bank
Missouri
$73K -$9.56K -74 -10%
CFB
574
Cullen/Frost Bankers
Texas
$72K +$3.1K +24 +4%
CA
575
Crewe Advisors
Utah
$71K +$4K +31 +5%

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.