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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
ZB
651
Zions Bancorporation
Utah
$10.9K +$430 +4 +4%
SWA
652
Sutton Wealth Advisors
Florida
$10.8K +$108 +1 +0.9%
SIC
653
Salem Investment Counselors
North Carolina
$10.7K
CFS
654
CGC Financial Services
Oregon
$10K -$10.8K -100 -50%
AAG
655
Armstrong Advisory Group
Massachusetts
$9.93K
DJSG
656
D.J. St. Germain
Massachusetts
$9.93K
HSA
657
Hussman Strategic Advisors
Maryland
$9.93K
USB
658
Union Savings Bank
Connecticut
$9.93K
WPA
659
West Paces Advisors
Georgia
$9.93K
WWP
660
WR Wealth Planners
Missouri
$9.93K
M
661
MOTCO
Texas
$9.43K -$6.89K -64 -40%
PWMG
662
Prestige Wealth Management Group
New Jersey
$8.22K +$4.84K +45 +122%
WTC
663
WhitTier Trust Company
Nevada
$7.34K
GKIM
664
GW&K Investment Management
Massachusetts
$7K -$538 -5 -7%
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$6.93K
LFA
666
Legend Financial Advisors
Pennsylvania
$6.45K
AAP
667
Arax Advisory Partners
Colorado
$5.85K
ACA
668
Atlas Capital Advisors
Wyoming
$5.66K
Jones Financial Companies
669
Jones Financial Companies
Missouri
$5.46K -$7.32K -68 -55%
N
670
Natixis
France
$5.16K -$6.86M -63,752 -100%
IRC
671
Investors Research Corp
Georgia
$4.96K
MCM
672
Manchester Capital Management
Vermont
$4.87K
AFG
673
Albion Financial Group
Utah
$4.67K
QC
674
Quent Capital
New York
$4.37K -$20.8K -193 -81%
IFAM
675
Institutional & Family Asset Management
Colorado
$4.37K

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.