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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
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$21K
CTA
627
Colonial Trust Advisors
South Carolina
$20.6K +$215 +2 +1%
HCM
628
Highlander Capital Management
New Jersey
$20K
FCA
629
FinTrust Capital Advisors
South Carolina
$19.9K
PPC
630
Park Place Capital
Alabama
$19.7K
CFD
631
Creative Financial Designs
Indiana
$19.7K +$2.04K +19 +11%
EWA
632
EverSource Wealth Advisors
Alabama
$18.7K +$4.84K +45 +31%
PA
633
PSI Advisors
Florida
$18.6K +$20.1K +187 New
CA
634
Centerpoint Advisors
Massachusetts
$18K
AGWCA
635
Annis Gardner Whiting Capital Advisors
Florida
$17.9K +$19.3K +179 New
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
ST
637
Smithfield Trust
Pennsylvania
$17K -$1.29K -12 -6%
AIM
638
Anchor Investment Management
South Carolina
$16.8K
MLA
639
MB, Levis & Associates
Pennsylvania
$16.3K
CAS
640
Coppell Advisory Solutions
Texas
$16K +$8.61K +80 +143%
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$15.5K +$538 +5 +3%
C
642
Covestor
United Kingdom
$15K -$538 -5 -3%
RA
643
Rise Advisors
New York
$14.2K +$108 +1 +0.7%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$13.9K +$538 +5 +4%
DIP
645
DT Investment Partners
Pennsylvania
$13.7K
MCM
646
MV Capital Management
Maryland
$13.6K -$2.04K -19 -12%
HCP
647
Hexagon Capital Partners
Arkansas
$12.1K -$430 -4 -3%
OA
648
Operose Advisors
Wisconsin
$11.6K +$12.6K +117 New
CAL
649
Capital Analysts LLC
Pennsylvania
$11K
WOC
650
West Oak Capital
California
$11K

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.