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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
SIS
601
Sound Income Strategies
Florida
$42K
TCOV
602
Trust Company of Vermont
Vermont
$42K
WPWM
603
Western Pacific Wealth Management
Illinois
$42K +$47.9K +371 New
WAM
604
WFA Asset Management
Wisconsin
$38.5K +$258 +2 +0.6%
SCA
605
Stonebridge Capital Advisors
Minnesota
$37K
TWC
606
TD Waterhouse Canada
Ontario, Canada
$34.3K +$9.56K +74 +34%
MWM
607
Mascoma Wealth Management
New Hampshire
$34K
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$34K +$4.91K +38 +16%
AF
609
Arrow Financial
New York
$33K
SWM
610
Selective Wealth Management
Virginia
$32K
HI
611
Hudock Inc
Pennsylvania
$32K +$258 +2 +0.7%
MCM
612
McMillion Capital Management
North Carolina
$31K
BCMIO
613
Beacon Capital Management Inc (Ohio)
Ohio
$30K
CSB
614
City State Bank
Iowa
$29K
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$29K +$30K +232 +967%
GRP
616
Global Retirement Partners
California
$28K +$1.03K +8 +3%
TFGT
617
TS Financial Group (TSFG)
Illinois
$27K -$1.03K -8 -3%
FFC
618
First Financial Corp
Indiana
$27K
FF
619
FourThought Financial
Florida
$27K
TF
620
TimeScale Financial
Massachusetts
$25K
Lazard Asset Management
621
Lazard Asset Management
New York
$23K -$775 -6 -3%
HCM
622
Highlander Capital Management
New Jersey
$23K
FCA
623
FinTrust Capital Advisors
South Carolina
$22K
BBHC
624
Brown Brothers Harriman & Co
New York
$22K +$11.9K +92 +93%
CFD
625
Creative Financial Designs
Indiana
$21K -$904 -7 -4%

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.