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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
AIM
651
Anchor Investment Management
South Carolina
$18.5K
CSC
652
Caldwell Sutter Capital
California
$18.1K +$18.5K +165 New
MLA
653
MB, Levis & Associates
Pennsylvania
$18K
C
654
Covestor
United Kingdom
$17K +$672 +6 +4%
TWD
655
True Wealth Design
Ohio
$16.8K +$16.8K +150 +5,000%
CSPIA
656
Cary Street Partners Investment Advisory
Virginia
$16.5K
KTC
657
Kistler-Tiffany Companies
Pennsylvania
$16.4K
MCM
658
MV Capital Management
Maryland
$15.7K -$4.26K -38 -21%
DIP
659
DT Investment Partners
Pennsylvania
$15.6K
RA
660
Rise Advisors
New York
$15.4K +$224 +2 +1%
QL
661
Quarry LP
New York
$15K -$10.6K -95 -41%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$14.8K
EWA
663
EverSource Wealth Advisors
Alabama
$14.1K -$560 -5 -4%
SIS
664
Strategic Investment Solutions
Illinois
$12.8K +$13.1K +117 New
FFA
665
Farther Finance Advisors
California
$12.8K +$3.02K +27 +30%
WOC
666
West Oak Capital
California
$12.6K
CAL
667
Capital Analysts LLC
Pennsylvania
$12K
DAC
668
Dividend Assets Capital
South Carolina
$12K
SWA
669
Sutton Wealth Advisors
Florida
$11.8K
SIC
670
Salem Investment Counselors
North Carolina
$11.8K
ACA
671
Atlas Capital Advisors
Wyoming
$11.1K -$4.37K -39 -28%
AAG
672
Armstrong Advisory Group
Massachusetts
$11K
HSA
673
Hussman Strategic Advisors
Maryland
$11K
WPA
674
West Paces Advisors
Georgia
$11K
AIP
675
Ahrens Investment Partners
Louisiana
$11K +$11.2K +100 New

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.