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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
WIM
676
Westside Investment Management
California
$4.37K
DWA
677
Delos Wealth Advisors
Texas
$4.14K
HIA
678
Harbor Investment Advisory
Maryland
$3.87K -$2.15K -20 -34%
EBA
679
Eagle Bay Advisors
New York
$3.67K
BIA
680
Bell Investment Advisors
California
$3.08K -$3.66K -34 -52%
VNA
681
Valley National Advisers
Pennsylvania
$3K +$3.77K +35 New
RWM
682
Ruedi Wealth Management
Illinois
$2.58K
HCM
683
Hollencrest Capital Management
California
$2.48K
RL
684
Rogco LP
Oklahoma
$2.38K +$2.58K +24 New
FMP
685
Financial Management Professionals
Texas
$2K
KFP
686
KB Financial Partners
New Jersey
$2K
SFG
687
Steward Financial Group
Texas
$2K +$3.12K +29 New
JWA
688
JFS Wealth Advisors
Pennsylvania
$1.69K -$2.58K -24 -59%
CPG
689
Cornerstone Planning Group
New Jersey
$1.69K -$108 -1 -6%
AWM
690
Abound Wealth Management
Tennessee
$1.59K +$215 +2 +14%
MTIC
691
Missouri Trust & Investment Company
Missouri
$1.39K
TCA
692
Trifecta Capital Advisors
Illinois
$1.39K
CWC
693
Carolinas Wealth Consulting
North Carolina
$1.35K
BAAM
694
Baker Avenue Asset Management
California
$1.29K -$968 -9 -41%
JFA
695
JNBA Financial Advisors
Minnesota
$1.19K
TC
696
Truvestments Capital
Florida
$1.09K
TFA
697
Transamerica Financial Advisors
Florida
$1K -$108 -1 -13%
LFA
698
LGT Financial Advisors
Texas
$993 +$1.08K +10 New
WWM
699
Wolff Wiese Magana
California
$993 +$1.08K +10 New
CTWM
700
Cherry Tree Wealth Management
Minnesota
$894

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.