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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
RP
551
Rowlandmiller & Partners
Georgia
$146K -$9.03K -81 -6%
PCM
552
Penserra Capital Management
California
$146K +$148K +1,325 +13,250%
CWM
553
Cranbrook Wealth Management
Michigan
$145K
FP
554
Financial Perspectives
Minnesota
$144K +$1.23K +11 +0.8%
SIM
555
Sentry Investment Management
Wisconsin
$139K
Walleye Trading
556
Walleye Trading
New York
$137K +$139K +1,248 New
WT
557
Whittier Trust
California
$132K -$2.23K -20 -2%
SPIA
558
Steward Partners Investment Advisory
New York
$132K +$12.4K +111 +10%
KFS
559
Kelly Financial Services
Massachusetts
$131K +$111 +1 +0.1%
WBC
560
Westpac Banking Corp
Australia
$131K -$2.62M -23,478 -95%
TWI
561
Thomas White International
Illinois
$129K
FA
562
Fiduciary Alliance
South Carolina
$127K +$129K +1,155 New
IGWM
563
ICA Group Wealth Management
Colorado
$127K +$334 +3 +0.3%
WB
564
Webster Bank
Connecticut
$123K
GWS
565
Glassman Wealth Services
Virginia
$115K +$780 +7 +0.7%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$113K +$115K +1,031 New
SC
567
Steph & Co
Wisconsin
$113K +$6.58K +59 +6%
OAM
568
Ostrum Asset Management
France
$111K +$111 +1 +0.1%
GWSG
569
GPS Wealth Strategies Group
Colorado
$111K +$25.2K +226 +29%
TIM
570
Tortoise Investment Management
New York
$109K
SAM
571
S.A. Mason
Michigan
$103K
Simplex Trading
572
Simplex Trading
Illinois
$103K +$105K +941 New
PCFFS
573
Pacific Center for Financial Services
California
$101K
CCMI
574
Creative Capital Management Investments
California
$101K
OC
575
Oakworth Capital
Alabama
$100K -$3.79K -34 -4%

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.