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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
551
Benjamin Edwards Inc
Missouri
$279K +$262K +2,173 New
PCIA
552
Prime Capital Investment Advisors
Kansas
$276K -$83.7K -694 -24%
CI
553
Cigna Investments
Connecticut
$275K -$4.58K -38 -2%
BAM
554
Belpointe Asset Management
Nevada
$274K +$4.94K +41 +2%
SFS
555
Summit Financial Strategies
Ohio
$274K
NAM
556
NTV Asset Management
West Virginia
$272K
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$272K -$1.45K -12 -0.6%
RIA
558
Regal Investment Advisors
Michigan
$271K -$1.93K -16 -0.8%
FNFDCM
559
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$271K -$3.01K -25 -1%
AF
560
Allworth Financial
California
$270K -$74.5K -618 -23%
AC
561
AIFG Consultants
New York
$270K
PTC
562
Private Trust Company
Ohio
$270K -$6.51K -54 -3%
WIA
563
World Investment Advisors
California
$269K +$252K +2,092 New
SW
564
SkyOak Wealth
Michigan
$268K
GWM
565
Geneos Wealth Management
Colorado
$268K +$149K +1,239 +146%
AIM
566
Aspen Investment Management
Michigan
$268K
VanEck Associates
567
VanEck Associates
New York
$268K +$249K +2,062 New
ECM
568
Evergreen Capital Management
Washington
$266K +$18.1K +150 +8%
QCG
569
Quadrant Capital Group
Ohio
$265K +$3.25K +27 +1%
CAS
570
Coppell Advisory Solutions
Texas
$263K +$723 +6 +0.3%
SWP
571
Stratos Wealth Partners
Ohio
$263K -$1.57K -13 -0.6%
AAS
572
Asset Allocation Strategies
Michigan
$263K +$5.91K +49 +2%
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$260K
XF
574
XML Financial
Maryland
$257K
ATWA
575
Arbor Trust Wealth Advisors
Michigan
$256K

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.