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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
SIM
551
Sentry Investment Management
Wisconsin
$138K -$6.16K -55 -4%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$134K +$76.4K +682 +127%
WT
553
Whittier Trust
California
$134K
KFS
554
Kelly Financial Services
Massachusetts
$131K +$112 +1 +0.1%
TWI
555
Thomas White International
Illinois
$128K
IGWM
556
ICA Group Wealth Management
Colorado
$126K
GIA
557
GHP Investment Advisors
Colorado
$123K -$7.06K -63 -5%
WB
558
Webster Bank
Connecticut
$122K
WTA
559
Washington Trust Advisors
Massachusetts
$122K -$13.4K -120 -10%
HT
560
Headlands Technologies
Illinois
$120K +$120K +1,067 +4,446%
SPIA
561
Steward Partners Investment Advisory
New York
$119K -$68.2K -609 -36%
GWS
562
Glassman Wealth Services
Virginia
$113K +$6.16K +55 +6%
OAM
563
Ostrum Asset Management
France
$110K +$113K +1,007 New
TIM
564
Tortoise Investment Management
New York
$108K
Bessemer Group
565
Bessemer Group
New Jersey
$108K +$13.8K +123 +14%
ZB
566
Zions Bancorporation
Utah
$106K
SC
567
Steph & Co
Wisconsin
$106K
SAM
568
S.A. Mason
Michigan
$103K +$18.4K +164 +21%
OC
569
Oakworth Capital
Alabama
$103K -$7.28K -65 -6%
PCFFS
570
Pacific Center for Financial Services
California
$101K +$103K +920 New
CCMI
571
Creative Capital Management Investments
California
$100K
SCA
572
Stonebridge Capital Advisors
Minnesota
$90.9K
ANBT
573
American National Bank & Trust
Texas
$90K
CWP
574
Concord Wealth Partners
Virginia
$89.9K
PPWM
575
PFG Private Wealth Management
Florida
$89.2K +$3.14K +28 +4%

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.