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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
601
American National Bank & Trust
Texas
$62K
SWA
602
SOA Wealth Advisors
New York
$62K +$488 +4 +0.9%
VCM
603
Versant Capital Management
Arizona
$60K +$244 +2 +0.4%
HWA
604
HHM Wealth Advisors
Tennessee
$56K +$51.4K +421 New
RMC
605
Resources Management Corp
Connecticut
$51K -$3.66K -30 -7%
ETI
606
Enterprise Trust & Investment
California
$51K
FCMA
607
Foresight Capital Management Advisors
Michigan
$48K
FAG
608
Fortitude Advisory Group
Washington
$48K
SN
609
Sittner & Nelson
Oregon
$48K
UCB
610
United Community Bank
South Carolina
$46.5K
DWP
611
Destiny Wealth Partners
Florida
$45K
PFBT
612
Parkside Financial Bank & Trust
Missouri
$45K +$1.1K +9 +3%
WAM
613
WFA Asset Management
Wisconsin
$43.6K -$9.76K -80 -20%
SCA
614
Stonebridge Capital Advisors
Minnesota
$43K
COCM
615
Charter Oak Capital Management
New Hampshire
$41K
MWM
616
Mascoma Wealth Management
New Hampshire
$39K
AF
617
Arrow Financial
New York
$38K
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
HI
619
Hudock Inc
Pennsylvania
$37K +$122 +1 +0.4%
SWM
620
Selective Wealth Management
Virginia
$36K
EC
621
Elequin Capital
New York
$35K +$32.2K +264 New
BCMIO
622
Beacon Capital Management Inc (Ohio)
Ohio
$34K
CSB
623
City State Bank
Iowa
$33K
FFC
624
First Financial Corp
Indiana
$31K
FF
625
FourThought Financial
Florida
$31K

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.