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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
Loomis, Sayles & Company
626
Loomis, Sayles & Company
Massachusetts
$36K -$41.8K -373 -53%
TWC
627
TD Waterhouse Canada
Ontario, Canada
$34.5K +$6.5K +58 +22%
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$32.9K
AF
629
Arrow Financial
New York
$31.2K
BWM
630
BerganKDV Wealth Management
Minnesota
$30.8K +$25.9K +231 +462%
BCMIO
631
Beacon Capital Management Inc (Ohio)
Ohio
$28.5K
CSB
632
City State Bank
Iowa
$27K
FDCC
633
Foster Dykema Cabot & Co
Massachusetts
$27K +$28K +250 New
TFGT
634
TS Financial Group (TSFG)
Illinois
$26K
FFC
635
First Financial Corp
Indiana
$25.7K
AAS
636
Ameritas Advisory Services
Nebraska
$25.6K +$25.5K +228 New
BCMLT
637
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.3K
MWM
638
Mascoma Wealth Management
New Hampshire
$24.1K
Lazard Asset Management
639
Lazard Asset Management
New York
$24K +$448 +4 +2%
TF
640
TimeScale Financial
Massachusetts
$23.6K +$224 +2 +0.9%
FCA
641
FinTrust Capital Advisors
South Carolina
$23.5K
CTA
642
Colonial Trust Advisors
South Carolina
$22.5K -$896 -8 -4%
HCM
643
Highlander Capital Management
New Jersey
$22K
CIA
644
Cascade Investment Advisors
Oregon
$21.9K +$22.4K +200 New
PPC
645
Park Place Capital
Alabama
$21.7K -$560 -5 -2%
QC
646
Quent Capital
New York
$20.8K +$4.93K +44 +30%
ST
647
Smithfield Trust
Pennsylvania
$20K
CFD
648
Creative Financial Designs
Indiana
$19.9K
BLC
649
Brown, Lisle/Cummings
Rhode Island
$19.2K
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K

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.