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DTE Energy
DTE

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: 703 → 722 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$435M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$271M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$81.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$72M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$136M
2
BlackRock
BlackRock
New York
-$106M
3
JP Morgan Chase
JP Morgan Chase
New York
-$86.5M
4
Franklin Resources
Franklin Resources
California
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Schubert & Co
Texas
$2K +$366 +3 +33%
CI
702
Cordant Inc
Oregon
$2K +$2.2K +18 New
AA
703
Addison Advisors
Vermont
$1K – – –
CAC
704
Core Alternative Capital
Georgia
$1K – – –
FWM
705
Focused Wealth Management
New York
$1K – – –
MCM
706
Manchester Capital Management
Vermont
$1K – – –
S
707
Surevest
California
$1K – – –
TFM
708
TFC Financial Management
Massachusetts
$1K – – –
NIC
709
Northwest Investment Counselors
Oregon
$1K +$854 +7 New
GKIM
710
GW&K Investment Management
Massachusetts
$1K +$1.1K +9 New
DI
711
Disciplined Investments
Oklahoma
$1K +$1.22K +10 New
FMP
712
Financial Management Professionals
Texas
$1K +$1.22K +10 New
NC
713
NewSquare Capital
Pennsylvania
$1K +$1.22K +10 New
GFPC
714
Global Financial Private Client
Florida
$675 – – –
Macquarie Group
715
Macquarie Group
Australia
$647 +$88.8K +728 +17%
FGAM
716
Financial Gravity Asset Management
Texas
$364 -$2.93K -24 -2%
ZP
717
Zimmer Partners
New York
– -$136M -1,137,250 Closed
JAM
718
Jupiter Asset Management
United Kingdom
– -$45.9M -384,762 Closed
Point72 Asset Management
719
Point72 Asset Management
Connecticut
– -$45.5M -380,900 Closed
Canada Pension Plan Investment Board
720
Canada Pension Plan Investment Board
Ontario, Canada
– -$35.2M -294,536 Closed
Marshall Wace
721
Marshall Wace
United Kingdom
– -$25.1M -209,689 Closed
PR
722
Payden & Rygel
California
– -$19.2M -160,600 Closed
CC
723
Coann Capital
Connecticut
– -$12.6M -105,060 Closed
BBL
724
Beck Bode LLC
Massachusetts
– -$11.6M -96,942 Closed
QT
725
Quantbot Technologies
New York
– -$5.31M -44,422 Closed
27 28
29
30 31

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.