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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
ADL
576
Asset Dedication LLC
California
$88K
GWSG
577
GPS Wealth Strategies Group
Colorado
$85.7K +$87.6K +782 New
BBHC
578
Brown Brothers Harriman & Co
New York
$82.5K +$76.7K +685 +1,007%
PTC
579
Private Trust Company
Ohio
$81.5K -$43.7K -390 -34%
DSC
580
Duncker Streett & Co
Missouri
$81.4K
EIM
581
Essex Investment Management
Massachusetts
$80.5K
WPWM
582
Western Pacific Wealth Management
Illinois
$79.9K +$20.8K +186 +34%
IUHSA
583
Itau Unibanco Holding S.A.
Brazil
$77.1K +$78.9K +704 New
SIS
584
Sound Income Strategies
Florida
$72.5K +$33.6K +300 +83%
GRP
585
Global Retirement Partners
California
$70.5K +$38.3K +342 +118%
UB
586
UMB Bank
Missouri
$69.8K
AWM
587
Atticus Wealth Management
Florida
$69.6K
PFBT
588
Parkside Financial Bank & Trust
Missouri
$66.2K +$2.8K +25 +4%
TH
589
TCTC Holdings
Texas
$66.2K
CFB
590
Cullen/Frost Bankers
Texas
$65.7K -$784 -7 -1%
AA
591
Alta Advisers
United Kingdom
$65.7K
GWM
592
Geneos Wealth Management
Colorado
$64.2K
HGERS
593
Householder Group Estate & Retirement Specialist
Arizona
$61K +$62.1K +554 New
AWM
594
AllSquare Wealth Management
New York
$60.5K
AA
595
Ancora Advisors
Ohio
$60K
UCB
596
United Community Bank
South Carolina
$56.6K
CA
597
Crewe Advisors
Utah
$55.8K
FCA
598
Fortis Capital Advisors
Kansas
$54.8K
LCM
599
Logan Capital Management
Pennsylvania
$54.8K
TFA
600
Toth Financial Advisory
Virginia
$53.6K

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.