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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CASC
551
Coppell Advisory Solutions Corp
Texas
$233K +$225K +2,081 New
AC
552
ASB Consultores
Florida
$233K +$224K +2,078 New
SWP
553
Stratos Wealth Partners
Ohio
$230K +$4.42K +41 +2%
PCS
554
Personal CFO Solutions
New Jersey
$230K +$5.61K +52 +3%
MIM
555
Morningstar Investment Management
Illinois
$230K
Bessemer Group
556
Bessemer Group
New Jersey
$229K +$22.6K +209 +11%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$1.08K +10 +0.5%
MA
558
MCF Advisors
Kentucky
$228K
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$227K +$106K +984 +49%
SOS
560
Silver Oak Securities
Tennessee
$226K
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$225K +$217K +2,009 New
XF
562
XML Financial
Maryland
$224K
MG
563
Mather Group
Illinois
$223K
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$222K +$44.1K +409 +26%
GL
565
Graypoint LLC
New York
$222K +$214K +1,979 New
EH
566
Equitable Holdings
New York
$222K -$172K -1,595 -45%
DB
567
Danske Bank
Denmark
$221K +$213K +1,975 New
DAS
568
Dynamic Advisor Solutions
Arizona
$220K -$2.7K -25 -1%
QFA
569
Quantum Financial Advisors
California
$219K -$1.51K -14 -0.7%
PA
570
Parallel Advisors
California
$215K +$25.1K +233 +14%
SWS
571
SYSTM Wealth Solutions
Illinois
$214K +$128K +1,182 +164%
QCG
572
Quadrant Capital Group
Ohio
$213K +$3.78K +35 +2%
PIA
573
Pinion Investment Advisors
Kansas
$209K -$37.8K -350 -16%
BHWM
574
Bar Harbor Wealth Management
New Hampshire
$207K
FA
575
Fermata Advisors
California
$207K +$1.19K +11 +0.6%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.