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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
676
KB Financial Partners
New Jersey
$3K
SC
677
Sierra Capital
Florida
$3K
EC
678
EdgeRock Capital
Colorado
$3K +$3.1K +24 New
TFA
679
Transamerica Financial Advisors
Florida
$2K -$337K -2,607 -100%
CWA
680
Clearview Wealth Advisors
Oregon
$2K
CCM
681
Cribstone Capital Management
Maine
$2K
LF
682
Lee Financial
Texas
$2K
PWMG
683
Prestige Wealth Management Group
New Jersey
$2K
DI
684
Disciplined Investments
Oklahoma
$2K +$517 +4 +36%
EWM
685
Executive Wealth Management
Michigan
$1.98K -$2.22M -17,167 -90%
AWM
686
Abound Wealth Management
Tennessee
$1.38K +$1.55K +12 New
AAP
687
Arax Advisory Partners
Colorado
$1K -$1.16K -9 -53%
CAC
688
Core Alternative Capital
Georgia
$1K
FWM
689
Focused Wealth Management
New York
$1K
JFA
690
JNBA Financial Advisors
Minnesota
$1K
MCM
691
Manchester Capital Management
Vermont
$1K
NC
692
NewSquare Capital
Pennsylvania
$1K
TFM
693
TFC Financial Management
Massachusetts
$1K
TC
694
Truvestments Capital
Florida
$1K
GFPC
695
Global Financial Private Client
Florida
$585
PI
696
PFS Investments
Georgia
$330 +$34K +263 +10%
FGAM
697
Financial Gravity Asset Management
Texas
$309 -$13.9K -108 -9%
WIM
698
Westside Investment Management
California
$5
Wellington Management Group
699
Wellington Management Group
Massachusetts
-$337M -2,661,258 Closed
Balyasny Asset Management
700
Balyasny Asset Management
Illinois
-$18.7M -147,747 Closed

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.