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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
Lazard Asset Management
651
Lazard Asset Management
New York
$16K -$4.45M -36,505 -100%
BWM
652
BerganKDV Wealth Management
Minnesota
$16K
SPWG
653
Sage Private Wealth Group
Illinois
$16K
WOC
654
West Oak Capital
California
$15K
CAL
655
Capital Analysts LLC
Pennsylvania
$14K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$14K
EW
657
Evoke Wealth
California
$14K +$1.83K +15 +16%
WPA
658
West Paces Advisors
Georgia
$13.2K -$3.54K -29 -22%
HSA
659
Hussman Strategic Advisors
Maryland
$13K -$110K -900 -90%
AIP
660
Ahrens Investment Partners
Louisiana
$13K
BA
661
Bellwether Advisors
Nebraska
$13K
BFEC
662
Benjamin F. Edwards & Company
Missouri
$13K
DAC
663
Dividend Assets Capital
South Carolina
$13K
MCM
664
MV Capital Management
Maryland
$13K
TFS
665
TrustCore Financial Services
Tennessee
$13K +$12.2K +100 New
GLLW
666
Graves Light Lenhart Wealth
Virginia
$11K +$122 +1 +1%
BBHC
667
Brown Brothers Harriman & Co
New York
$10K
CWA
668
Clearview Wealth Advisors
Oregon
$10K
DFCM
669
Dark Forest Capital Management
Puerto Rico
$10K +$9.15K +75 +7,500%
SSG
670
Summit Securities Group
New York
$10K +$9.64K +79 New
EWA
671
EverSource Wealth Advisors
Alabama
$9K -$732 -6 -8%
WTC
672
WhitTier Trust Company
Nevada
$9K
QC
673
Quent Capital
New York
$9K +$1.22K +10 +18%
HDIM
674
Hanson & Doremus Investment Management
Vermont
$8K
HIA
675
Harbor Investment Advisory
Maryland
$8K

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.