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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
OSNBOA
676
Old Second National Bank of Aurora
Illinois
$33.6K
DA
677
Denali Advisors
California
$33.6K +$32.4K +300 New
TCM
678
TruNorth Capital Management
Michigan
$33.6K +$32.4K +300 New
DMBA
679
Deseret Mutual Benefit Administrators
Utah
$31.7K
MCM
680
MV Capital Management
Maryland
$31.1K -$324 -3 -1%
RA
681
Rise Advisors
New York
$30.6K +$13.9K +129 +90%
HGERS
682
Householder Group Estate & Retirement Specialist
Arizona
$30.2K -$16.1K -149 -36%
FDCP
683
Foster Dykema Cabot & Partners
Massachusetts
$28.3K
CSB
684
City State Bank
Iowa
$28K
ETS
685
ESL Trust Services
New York
$26.7K +$25.7K +238 New
FFC
686
First Financial Corp
Indiana
$26.4K
TFGT
687
TS Financial Group (TSFG)
Illinois
$26K -$216 -2 -0.8%
CFD
688
Creative Financial Designs
Indiana
$24.2K -$755 -7 -3%
ADL
689
Asset Dedication LLC
California
$24K
MWM
690
Mascoma Wealth Management
New Hampshire
$24K
GA
691
GoalVest Advisory
New York
$23.5K +$16.2K +150 +250%
BBHC
692
Brown Brothers Harriman & Co
New York
$22.7K -$46.4K -430 -68%
CTA
693
Colonial Trust Advisors
South Carolina
$22.5K -$755 -7 -3%
FCA
694
FinTrust Capital Advisors
South Carolina
$22.4K
HCM
695
Highlander Capital Management
New Jersey
$22.4K
LSA
696
Leonteq Securities AG
Switzerland
$22.4K +$21.6K +200 New
AGWCA
697
Annis Gardner Whiting Capital Advisors
Florida
$21.5K +$863 +8 +4%
CA
698
Centerpoint Advisors
Massachusetts
$20K
ST
699
Smithfield Trust
Pennsylvania
$19K
AIM
700
Anchor Investment Management
South Carolina
$19K

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.