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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11.2K +100 New
WWP
677
WR Wealth Planners
Missouri
$11K +$11.2K +100 New
HCP
678
Hexagon Capital Partners
Arkansas
$10.8K -$3.81K -34 -26%
Commonwealth Equity Services
679
Commonwealth Equity Services
Massachusetts
$10.8K -$640K -5,716 -5%
M
680
MOTCO
Texas
$10.4K
PFG
681
Piershale Financial Group
Illinois
$9.42K
DFCM
682
Dark Forest Capital Management
Puerto Rico
$8.76K -$1.12K -10 -11%
BA
683
Bellwether Advisors
Nebraska
$8.21K
WTC
684
WhitTier Trust Company
Nevada
$8.1K -$2.69K -24 -24%
ONST
685
Old North State Trust
North Carolina
$8K
CFO
686
CVA Family Office
Colorado
$7.67K +$7.84K +70 New
RDFA
687
Ritter Daniher Financial Advisory
Ohio
$7.64K
BIA
688
Bell Investment Advisors
California
$7.56K +$3.92K +35 +103%
AAP
689
Arax Advisory Partners
Colorado
$7.38K -$784 -7 -9%
LFA
690
Legend Financial Advisors
Pennsylvania
$7.12K
HIA
691
Harbor Investment Advisory
Maryland
$6.46K -$336 -3 -5%
BAAM
692
Baker Avenue Asset Management
California
$6.03K
YAL
693
Your Advocates Ltd
Texas
$5.81K +$5.94K +53 New
IRC
694
Investors Research Corp
Georgia
$5.48K
IFAM
695
Institutional & Family Asset Management
Colorado
$5.37K
AFG
696
Albion Financial Group
Utah
$5.15K
WIM
697
Westside Investment Management
California
$4.82K
DWA
698
Delos Wealth Advisors
Texas
$4.38K
JWA
699
JFS Wealth Advisors
Pennsylvania
$4.16K -$1.12K -10 -21%
EBA
700
Eagle Bay Advisors
New York
$4.05K -$448 -4 -10%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.