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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
651
Quarry LP
New York
$21.8K +$6.8K +61 +45%
ST
652
Smithfield Trust
Pennsylvania
$20K
CA
653
Centerpoint Advisors
Massachusetts
$20K +$20.1K +180 New
CFD
654
Creative Financial Designs
Indiana
$19.7K -$334 -3 -2%
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
AIM
656
Anchor Investment Management
South Carolina
$18.6K
MLA
657
MB, Levis & Associates
Pennsylvania
$18K
M
658
MOTCO
Texas
$17.5K +$7.13K +64 +67%
MCM
659
MV Capital Management
Maryland
$17.2K +$1.45K +13 +9%
C
660
Covestor
United Kingdom
$17K -$334 -3 -2%
CSPIA
661
Cary Street Partners Investment Advisory
Virginia
$16.6K
KTC
662
Kistler-Tiffany Companies
Pennsylvania
$16.5K
EWA
663
EverSource Wealth Advisors
Alabama
$15.7K +$1.56K +14 +11%
DIP
664
DT Investment Partners
Pennsylvania
$15.6K
RA
665
Rise Advisors
New York
$15.6K +$111 +1 +0.7%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$14.9K
HCP
667
Hexagon Capital Partners
Arkansas
$13.9K +$3.01K +27 +27%
Jones Financial Companies
668
Jones Financial Companies
Missouri
$13.5K -$35.6K -319 -72%
WOC
669
West Oak Capital
California
$12.7K
CAL
670
Capital Analysts LLC
Pennsylvania
$12K
SWA
671
Sutton Wealth Advisors
Florida
$11.9K
SIC
672
Salem Investment Counselors
North Carolina
$11.9K
FGAM
673
Financial Gravity Asset Management
Texas
$11.7K
ZB
674
Zions Bancorporation
Utah
$11.7K -$96.2K -863 -89%
USB
675
Union Savings Bank
Connecticut
$11.4K +$11.1K +100 New

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.