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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
601
Kelly Financial Services
Massachusetts
$134K +$108 +1 +0.1%
RAM
602
Ramirez Asset Management
New York
$132K
WPWM
603
Western Pacific Wealth Management
Illinois
$125K +$17.2K +159 +17%
BFS
604
Burkett Financial Services
South Carolina
$125K +$1.19K +11 +1%
SIM
605
Sentry Investment Management
Wisconsin
$122K
LFASL
606
Lugano Financial Advisors SA (LFA)
Switzerland
$121K
HPC
607
HM Payson & Co
Maine
$121K -$43.2K -400 -27%
EWA
608
EverSource Wealth Advisors
Alabama
$114K +$97K +899 +661%
SAM
609
S.A. Mason
Michigan
$114K +$5.93K +55 +6%
ATC
610
Adirondack Trust Company
New York
$113K
PS
611
Principal Securities
Iowa
$113K +$55.5K +514 +104%
IPW
612
Impact Partnership Wealth
Georgia
$112K
WB
613
Webster Bank
Connecticut
$112K
WIA
614
Wetzel Investment Advisors
Indiana
$111K
LC
615
Lindbrook Capital
California
$108K -$108 -1 -0.1%
DZ Bank
616
DZ Bank
Germany
$108K -$703K -6,514 -87%
GWSG
617
GPS Wealth Strategies Group
Colorado
$106K -$7.01K -65 -6%
TPCW
618
TD Private Client Wealth
New York
$106K +$27.9K +259 +38%
PCFFS
619
Pacific Center for Financial Services
California
$103K
CCMI
620
Creative Capital Management Investments
California
$103K
Federated Hermes
621
Federated Hermes
Pennsylvania
$102K -$20.4K -189 -17%
WTA
622
Washington Trust Advisors
Massachusetts
$101K +$4.96K +46 +5%
NS
623
NBC Securities
Alabama
$97K -$29.7K -275 -24%
FCAS
624
First Command Advisory Services
Texas
$95.5K +$91.9K +852 New
ANBT
625
American National Bank & Trust
Texas
$92.2K

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.