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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
SWA
601
SOA Wealth Advisors
New York
$53.5K +$448 +4 +0.8%
SWM
602
Spire Wealth Management
Virginia
$53.1K -$161K -1,438 -75%
SSB
603
Sandy Spring Bank
Maryland
$51.4K
FWM
604
Focused Wealth Management
New York
$50.1K +$50.5K +451 +7,517%
VCM
605
Versant Capital Management
Arizona
$49.1K -$672 -6 -1%
AIM
606
Achmea Investment Management
Netherlands
$49K
TPCW
607
TD Private Client Wealth
New York
$48.6K +$1.46K +13 +3%
Jones Financial Companies
608
Jones Financial Companies
Missouri
$48.4K +$22.4K +200 +83%
CFGS
609
Concourse Financial Group Securities
Alabama
$48K +$3.58K +32 +8%
DCBT
610
Dakota Community Bank & Trust
North Dakota
$43.8K
GGI
611
Godsey & Gibb Inc
Virginia
$43.8K
HWA
612
Heritage Wealth Advisors
Virginia
$43.8K
AF
613
Advisornet Financial
Minnesota
$43.6K +$1.68K +15 +4%
AS
614
Altshuler Shaham
Israel
$42.4K -$2.35K -21 -5%
SSG
615
Summit Securities Group
New York
$42K +$20.6K +184 +94%
DMBA
616
Deseret Mutual Benefit Administrators
Utah
$41.5K
LC
617
Lindbrook Capital
California
$40.1K -$24.9K -222 -38%
TCOV
618
Trust Company of Vermont
Vermont
$40.1K -$5.26K -47 -11%
SN
619
Sittner & Nelson
Oregon
$39.8K
MIA
620
Milestone Investment Advisors
Wisconsin
$39.5K +$40.4K +361 New
CB
621
Centennial Bank
Arkansas
$38.3K
FHA
622
First Horizon Advisors
Tennessee
$38.2K -$85K -759 -69%
WAM
623
WFA Asset Management
Wisconsin
$37.2K +$336 +3 +0.9%
RI
624
Ridgewood Investments
New Jersey
$37.2K +$38.1K +340 New
CHA
625
Carmichael Hill & Associates
Maryland
$36.9K +$37.7K +337 New

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.