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DTE Energy
DTE

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: 8 → 8 (0)

5% less capital invested

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

6% less funds holding

Funds holding: 769 → 726 (-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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$305M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$108M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$49.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$45.3M
5
ACG
Aventail Capital Group
New York
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$87.1M
2
Capital World Investors
Capital World Investors
California
-$74.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.3M
4
Boston Partners
Boston Partners
Massachusetts
-$55.5M
5
BlackRock
BlackRock
New York
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
701
KB Financial Partners
New Jersey
$3K – – –
MCM
702
Manchester Capital Management
Vermont
$2.96K -$784 -7 -21%
RWM
703
Ruedi Wealth Management
Illinois
$2.85K – – –
HCM
704
Hollencrest Capital Management
California
$2.74K – – –
LF
705
Lee Financial
Texas
$2.21K – – –
PWMG
706
Prestige Wealth Management Group
New Jersey
$2.13K -$9.41K -84 -82%
SC
707
Schubert & Co
Texas
$2.08K -$112 -1 -5%
FMP
708
Financial Management Professionals
Texas
$2K +$896 +8 +62%
CWA
709
Clearview Wealth Advisors
Oregon
$1.81K – – –
CWC
710
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
711
Trifecta Capital Advisors
Illinois
$1.53K – – –
AWM
712
Abound Wealth Management
Tennessee
$1.31K – – –
JFA
713
JNBA Financial Advisors
Minnesota
$1.31K – – –
TC
714
Truvestments Capital
Florida
$1.21K – – –
AP
715
Arlington Partners
Alabama
$1.09K +$1.12K +10 New
PCM
716
Penserra Capital Management
California
$1K -$3.42M -30,524 -100%
TFA
717
Transamerica Financial Advisors
Florida
$1K -$224 -2 -20%
DI
718
Disciplined Investments
Oklahoma
$986 -$448 -4 -31%
TFM
719
TFC Financial Management
Massachusetts
$877 – – –
GFPC
720
Global Financial Private Client
Florida
$545 – – –
NSG
721
Nalls Sherbakoff Group
Tennessee
$544 +$560 +5 New
ECM
722
Everence Capital Management
Indiana
$457 – – –
CAC
723
Core Alternative Capital
Georgia
$438 -$672 -6 -60%
WA
724
WestEnd Advisors
North Carolina
$438 -$448 -4 Closed
FGAM
725
Financial Gravity Asset Management
Texas
$335 -$896 -8 -7%
27 28
29
30 31

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.