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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
676
Thompson Siegel & Walmsley
Virginia
$8K
GIA
677
GHP Investment Advisors
Colorado
$8K +$7.68K +63 New
IA
678
IndexIQ Advisors
New York
$7K -$2.67M -21,891 -100%
IRC
679
Investors Research Corp
Georgia
$7K
SC
680
Seldon Capital
California
$7K
GWMI
681
Guardian Wealth Management (Illinois)
Illinois
$7K +$6.1K +50 New
SWA
682
Sutton Wealth Advisors
Florida
$6.35K +$1.22K +10 +26%
AFG
683
Albion Financial Group
Utah
$6K
IFAM
684
Institutional & Family Asset Management
Colorado
$6K
JWA
685
JFS Wealth Advisors
Pennsylvania
$6K +$3.54K +29 +181%
DWA
686
Delos Wealth Advisors
Texas
$5K
FPS
687
Fieldpoint Private Securities
Connecticut
$5K
TFO
688
Tarbox Family Office
California
$4K -$15.2K -125 -79%
CFO
689
CVA Family Office
Colorado
$4K
PFGIA
690
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$1.71K +14 +70%
WAM
691
Wolverine Asset Management
Illinois
$3K -$415K -3,405 -99%
CI Investments Inc
692
CI Investments Inc
Ontario, Canada
$3K
KFP
693
KB Financial Partners
New Jersey
$3K
LF
694
Lee Financial
Texas
$3K
PWMG
695
Prestige Wealth Management Group
New Jersey
$3K
SC
696
Sierra Capital
Florida
$3K
Loomis, Sayles & Company
697
Loomis, Sayles & Company
Massachusetts
$3K +$3.05K +25 New
NIG
698
NFJ Investment Group
Texas
$2K -$28.4M -233,029 -100%
CWC
699
Carolinas Wealth Consulting
North Carolina
$2K
JFA
700
JNBA Financial Advisors
Minnesota
$2K

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.