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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$36.7K +$39.8K +370 New
AF
602
Advisornet Financial
Minnesota
$36.4K -$968 -9 -2%
TCOV
603
Trust Company of Vermont
Vermont
$36.3K
SN
604
Sittner & Nelson
Oregon
$36K
MIA
605
Milestone Investment Advisors
Wisconsin
$35.8K +$38.8K +361 New
DMBA
606
Deseret Mutual Benefit Administrators
Utah
$35.3K -$2.48K -23 -6%
FHA
607
First Horizon Advisors
Tennessee
$35.1K +$753 +7 +2%
CB
608
Centennial Bank
Arkansas
$34.7K
WAM
609
WFA Asset Management
Wisconsin
$34.3K +$323 +3 +0.9%
CHA
610
Carmichael Hill & Associates
Maryland
$33.5K
SCA
611
Stonebridge Capital Advisors
Minnesota
$32.3K -$54.3K -505 -61%
OSNBOA
612
Old Second National Bank of Aurora
Illinois
$29.8K
AF
613
Arrow Financial
New York
$28.3K
PPWM
614
PFG Private Wealth Management
Florida
$27.9K -$57.8K -537 -66%
BCMIO
615
Beacon Capital Management Inc (Ohio)
Ohio
$25.8K
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K
CSB
617
City State Bank
Iowa
$25K
FDCC
618
Foster Dykema Cabot & Co
Massachusetts
$25K
CSC
619
Caldwell Sutter Capital
California
$24.3K -$2.15K -20 -8%
TFGT
620
TS Financial Group (TSFG)
Illinois
$24K
SL
621
Salomon & Ludwin
Virginia
$23.5K +$25.5K +237 New
FFC
622
First Financial Corp
Indiana
$23.3K
ADL
623
Asset Dedication LLC
California
$22K -$62.5K -581 -72%
RMC
624
Resources Management Corp
Connecticut
$22K -$18.3K -170 -44%
MWM
625
Mascoma Wealth Management
New Hampshire
$21.2K

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.