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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
MLA
701
MB, Levis & Associates
Pennsylvania
$18.4K
ZB
702
Zions Bancorporation
Utah
$18.1K
C
703
Covestor
United Kingdom
$17K -$647 -6 -4%
IGWM
704
ICA Group Wealth Management
Colorado
$16.8K
LI
705
LRI Investments
Florida
$16.8K +$16.2K +150 New
CFO
706
CVA Family Office
Colorado
$15.7K
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$15.7K
DIP
708
DT Investment Partners
Pennsylvania
$15.5K
BIM
709
Breakwater Investment Management
Washington
$14.4K +$13.8K +128 New
FFO
710
Fortitude Family Office
Arizona
$14K -$5.72K -53 -30%
RFG
711
RFP Financial Group
Georgia
$13.5K +$9.6K +89 +287%
OA
712
Operose Advisors
Wisconsin
$13.1K
WOC
713
West Oak Capital
California
$13K
WTC
714
WhitTier Trust Company
Nevada
$12.1K +$3.24K +30 +38%
CAL
715
Capital Analysts LLC
Pennsylvania
$12K
GKIM
716
GW&K Investment Management
Massachusetts
$12K +$1.08K +10 +10%
CFS
717
CGC Financial Services
Oregon
$11.3K
BWL
718
Bogart Wealth LLC
Virginia
$11.2K
DJSG
719
D.J. St. Germain
Massachusetts
$11.2K
HSA
720
Hussman Strategic Advisors
Maryland
$11.2K
USB
721
Union Savings Bank
Connecticut
$11.2K
NFSG
722
Newbridge Financial Services Group
Florida
$11.2K +$10.8K +100 New
PP
723
Pingora Partners
Wyoming
$11.2K +$10.8K +100 New
WWP
724
WR Wealth Planners
Missouri
$11.2K +$10.8K +100 New
AAG
725
Armstrong Advisory Group
Massachusetts
$11K

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.