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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$231K -$14.5K -120 -6%
SMA
602
Sage Mountain Advisors
Georgia
$231K +$217K +1,802 New
CSIC
603
Clifford Swan Investment Counsel
California
$231K +$217K +1,800 New
PS
604
Principal Securities
Iowa
$229K +$32.8K +272 +18%
REMPR
605
Roof Eidam Maycock Peralta (REMP)
California
$229K +$215K +1,783 New
VIM
606
Vinva Investment Management
Australia
$229K -$188K -1,557 -46%
TIA
607
Trust Investment Advisors
Indiana
$226K +$212K +1,758 New
STA
608
Summit Trail Advisors
New York
$225K +$210K +1,742 New
AC
609
ASB Consultores
Florida
$225K -$51.5K -427 -20%
TCOT
610
Trust Company of Toledo
Ohio
$224K -$10.9K -90 -5%
CCA
611
Checchi Capital Advisers
California
$223K +$209K +1,733 New
OPA
612
Old Port Advisors
Maine
$219K +$206K +1,708 New
APF
613
Alaska Permanent Fund
Alaska
$219K
SLG
614
Stanley-Laman Group
Pennsylvania
$216K +$203K +1,685 New
CA
615
Calton & Associates
Florida
$215K +$202K +1,675 New
SIMG
616
Sonora Investment Management Group
Arizona
$215K +$202K +1,674 New
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$197K +1,638 New
MG
618
Mather Group
Illinois
$210K -$259K -2,150 -57%
SCA
619
Snowden Capital Advisors
New York
$209K +$195K +1,618 New
SC
620
Steph & Co
Wisconsin
$209K -$5.79K -48 -3%
LCWP
621
Legacy Capital Wealth Partners
Arkansas
$209K +$196K +1,626 New
SHFA
622
SC&H Financial Advisors
Maryland
$208K +$195K +1,620 New
AIA
623
Affinity Investment Advisors
California
$208K +$195K +1,620 New
SPIA
624
Steward Partners Investment Advisory
New York
$206K +$10.4K +86 +6%
WPW
625
Waldron Private Wealth
Pennsylvania
$205K +$192K +1,595 New

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.