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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
TPCW
576
TD Private Client Wealth
New York
$70.6K +$12.3K +95 +18%
LC
577
Lindbrook Capital
California
$70K +$4.65K +36 +6%
TH
578
TCTC Holdings
Texas
$69K
AA
579
Alta Advisers
United Kingdom
$69K +$77.5K +600 New
GWM
580
Geneos Wealth Management
Colorado
$67K -$46.4K -359 -38%
AWM
581
AllSquare Wealth Management
New York
$64K
HGERS
582
Householder Group Estate & Retirement Specialist
Arizona
$62K +$70.4K +545 New
LCM
583
Logan Capital Management
Pennsylvania
$58K
Loomis, Sayles & Company
584
Loomis, Sayles & Company
Massachusetts
$58K +$62.4K +483 +1,932%
M1FG
585
Mach-1 Financial Group
Arkansas
$56K
RMC
586
Resources Management Corp
Connecticut
$56K
TFA
587
Toth Financial Advisory
Virginia
$56K
UCB
588
United Community Bank
South Carolina
$55.5K +$14.9K +115 +31%
SWA
589
SOA Wealth Advisors
New York
$55K +$388 +3 +0.6%
APP
590
Alpha Paradigm Partners
Illinois
$53K -$222K -1,719 -79%
PFBT
591
Parkside Financial Bank & Trust
Missouri
$53K +$10.3K +80 +21%
VCM
592
Versant Capital Management
Arizona
$52K
AS
593
Altshuler Shaham
Israel
$51K -$5.3K -41 -9%
AIM
594
Achmea Investment Management
Netherlands
$51K
CFGS
595
Concourse Financial Group Securities
Alabama
$49K -$14.2K -110 -21%
HWA
596
Heritage Wealth Advisors
Virginia
$46K
DCBT
597
Dakota Community Bank & Trust
North Dakota
$46K +$51.7K +400 New
SBL
598
Sargent Bickham Lagudis
Colorado
$44K +$49.6K +384 New
Bank of Montreal
599
Bank of Montreal
Ontario, Canada
$43.7K +$23.3M +180,106 +102%
SN
600
Sittner & Nelson
Oregon
$42K

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.