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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
626
TS Financial Group (TSFG)
Illinois
$31K
BCMLT
627
Beacon Capital Management LLC (Tennessee)
Tennessee
$31K +$28.2K +231 New
GWMIA
628
Global Wealth Management Investment Advisory
Florida
$28K
TF
629
TimeScale Financial
Massachusetts
$28K +$7.44K +61 +40%
GRP
630
Global Retirement Partners
California
$28K +$25.6K +210 New
Jones Financial Companies
631
Jones Financial Companies
Missouri
$27K +$5.12K +42 +26%
CIA
632
Cascade Investment Advisors
Oregon
$26.4K
FCA
633
FinTrust Capital Advisors
South Carolina
$26K
HCM
634
Highlander Capital Management
New Jersey
$26K
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$26K
CFD
636
Creative Financial Designs
Indiana
$25K +$1.22K +10 +5%
CWM
637
Curi Wealth Management
North Carolina
$24K
SIS
638
Sound Income Strategies
Florida
$24K
ST
639
Smithfield Trust
Pennsylvania
$24K +$1.46K +12 +7%
LAS
640
Lloyd Advisory Services
Georgia
$24K +$2.44K +20 +12%
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K -$5.61K -46 -21%
BLC
642
Brown, Lisle/Cummings
Rhode Island
$23.1K
AIM
643
Anchor Investment Management
South Carolina
$22.3K
M
644
MOTCO
Texas
$20K
SSB
645
Sandy Spring Bank
Maryland
$20K
PCG
646
Private Capital Group
Connecticut
$19K -$5K -41 -23%
ACA
647
Atlas Capital Advisors
Wyoming
$18.5K
RA
648
Rise Advisors
New York
$18K +$122 +1 +0.7%
FBT
649
First Bank & Trust
South Dakota
$17K
GAM
650
Gemmer Asset Management
California
$17K

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.