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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
651
Oakworth Capital
Alabama
$57K -$40.6K -376 -43%
BLC
652
Brown, Lisle/Cummings
Rhode Island
$57K
SWA
653
SOA Wealth Advisors
New York
$56.8K +$432 +4 +0.8%
LCM
654
Logan Capital Management
Pennsylvania
$56.1K
WT
655
Washington Trust
Rhode Island
$56.1K +$54K +500 New
TFA
656
Toth Financial Advisory
Virginia
$54.8K
CAM
657
Creekmur Asset Management
Illinois
$54.3K +$540 +5 +1%
SSB
658
Sandy Spring Bank
Maryland
$52.6K
AFWM
659
Abich Financial Wealth Management
Virginia
$51K
VCM
660
Versant Capital Management
Arizona
$49.9K
SL
661
Salomon & Ludwin
Virginia
$48.4K +$21K +195 +82%
Loomis, Sayles & Company
662
Loomis, Sayles & Company
Massachusetts
$47K -$3.56K -33 -7%
DCBT
663
Dakota Community Bank & Trust
North Dakota
$44.9K
GGI
664
Godsey & Gibb Inc
Virginia
$44.9K
HWA
665
Heritage Wealth Advisors
Virginia
$44.9K
AF
666
Advisornet Financial
Minnesota
$41.4K -$2.05K -19 -5%
SN
667
Sittner & Nelson
Oregon
$40.7K
FHA
668
First Horizon Advisors
Tennessee
$39.9K +$1.08K +10 +3%
WAM
669
WFA Asset Management
Wisconsin
$39.5K +$324 +3 +0.9%
CB
670
Centennial Bank
Arkansas
$39.2K
HB
671
Horizon Bancorp
Indiana
$39K
MSWM
672
Mowery & Schoenfeld Wealth Management
Illinois
$38.6K
CHA
673
Carmichael Hill & Associates
Maryland
$37.8K
AF
674
Arrow Financial
New York
$35.9K
CSC
675
Caldwell Sutter Capital
California
$35.9K +$540 +5 +2%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.