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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
651
Evoke Wealth
California
$11K
ONST
652
Old North State Trust
North Carolina
$9K +$9.56K +74 New
AIL
653
AGF Investments LLC
Ontario, Canada
$8K -$923K -7,149 -99%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$8K -$6.59K -51 -42%
WTC
655
WhitTier Trust Company
Nevada
$8K
CWC
656
Carolinas Wealth Consulting
North Carolina
$8K +$7.49K +58 +414%
LFA
657
Legend Financial Advisors
Pennsylvania
$7.48K +$8.4K +65 New
JWA
658
JFS Wealth Advisors
Pennsylvania
$7K -$1.29K -10 -14%
HDIM
659
Hanson & Doremus Investment Management
Vermont
$7K
HIA
660
Harbor Investment Advisory
Maryland
$7K +$388 +3 +5%
MA
661
MUFG Americas
New York
$7K +$8.4K +65 New
BWM
662
BerganKDV Wealth Management
Minnesota
$6K -$8.53K -66 -55%
FMP
663
Financial Management Professionals
Texas
$6K
IFAM
664
Institutional & Family Asset Management
Colorado
$6K
IRC
665
Investors Research Corp
Georgia
$6K
SC
666
Seldon Capital
California
$6K
SWA
667
Sutton Wealth Advisors
Florida
$5.52K
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$31.6K -245 -85%
AFG
669
Albion Financial Group
Utah
$5K
DWA
670
Delos Wealth Advisors
Texas
$5K
EBA
671
Eagle Bay Advisors
New York
$5K
EWA
672
EverSource Wealth Advisors
Alabama
$4K -$2.71K -21 -40%
BIA
673
Bell Investment Advisors
California
$4K
SC
674
Schubert & Co
Texas
$4K +$1.42K +11 +50%
CFO
675
CVA Family Office
Colorado
$3K

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.