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DTE Energy

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: 88 (0)

5% less capital invested

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

6% less funds holding

Funds holding: 769726 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
51
Energy Income Partners
Connecticut
$46.7M -$7.73M -69,052 -14%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$45.4M +$3.58M +32,000 +8%
ACG
53
Aventail Capital Group
New York
$43.6M +$40.7M +363,097 +1,029%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$42.6M +$23.5M +209,552 +117%
Verition Fund Management
55
Verition Fund Management
Connecticut
$41.4M +$21.1M +188,359 +99%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$37.5M +$38.1M +340,450 +22,697%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$37.2M +$2.18M +19,498 +6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$36.5M +$398K +3,551 +1%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$34.6M +$21.4M +191,115 +154%
PI
60
PineBridge Investments
New York
$34.2M -$2.04M -18,252 -6%
APG Asset Management
61
APG Asset Management
Netherlands
$34.1M -$2.03M -18,142 -5%
TCA
62
Tortoise Capital Advisors
Kansas
$34M +$2.52M +22,489 +8%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$33.7M +$1.62M +14,429 +5%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$33.5M -$365K -3,257 -1%
Man Group
65
Man Group
United Kingdom
$33.1M -$7.88M -70,348 Closed
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$32.6M +$5.14M +45,880 +18%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$32.6M +$13.8M +123,175 +71%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$32.3M +$26.6M +237,287 +414%
AQR Capital Management
69
AQR Capital Management
Connecticut
$32M -$7.78M -69,486 -19%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$31.2M -$462K -4,127 -1%
AllianceBernstein
71
AllianceBernstein
Tennessee
$30.8M +$4.01M +35,836 +15%
Amundi
72
Amundi
France
$30.6M -$29.2M -260,254 -49%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$30.2M -$26M -231,897 -46%
LP
74
LMR Partners
United Kingdom
$30.1M -$2.7M -24,096 -8%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$29.8M +$2.49M +22,221 +9%

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.