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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$33M -$636K -5,913 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$30.1M -$1.47M -13,657 -4%
VDI
53
Vaughan David Investments
Illinois
$29.7M +$3.3M +30,708 +11%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$29.5M -$2.31M -21,470 -7%
Prudential Financial
55
Prudential Financial
New Jersey
$28.8M +$12M +111,530 +62%
TCA
56
Tortoise Capital Advisors
Kansas
$28M -$1.64M -15,267 -5%
National Pension Service
57
National Pension Service
South Korea
$28M +$1.1M +10,222 +4%
Deutsche Bank
58
Deutsche Bank
Germany
$26.8M +$4.06M +37,733 +16%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$26.6M -$2.81M -26,140 -9%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$26.3M -$17.4M -162,126 -38%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$25.5M +$7.51M +69,786 +37%
Principal Financial Group
62
Principal Financial Group
Iowa
$25.3M +$1.09M +10,095 +4%
MAM
63
Martingale Asset Management
Massachusetts
$24M -$1.05M -9,720 -4%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$24M -$6.54M -60,783 -20%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$23.3M +$19.1M +177,747 +314%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$22.8M +$1.34M +12,420 +6%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$22.6M +$235K +2,187 +1%
Squarepoint
68
Squarepoint
New York
$22.4M +$22.6M +209,932 +1,371%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$21.7M -$3.37M -31,287 -13%
AQR Capital Management
70
AQR Capital Management
Connecticut
$21M -$7.12M -66,167 -24%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$20.4M -$32.3K -300 -0.1%
LP
72
LMR Partners
United Kingdom
$19.8M -$111K -1,033 -0.5%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$19.6M +$1.39M +12,875 +7%
RJA
74
Raymond James & Associates
Florida
$19.5M +$1.51M +14,040 +8%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$18.8M -$3.45M -32,050 -14%

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.