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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
TC
726
TwinBeech Capital
New York
– -$31.2M -265,815 Closed
TC
727
Teilinger Capital
Texas
– -$19.9M -169,700 Closed
Marshall Wace
728
Marshall Wace
United Kingdom
– -$10.7M -90,645 Closed
JF
729
Jump Financial
Illinois
– -$6.45M -54,916 Closed
SAM
730
Socorro Asset Management
Texas
– -$6.38M -54,258 Closed
CC
731
Covalis Capital
United Kingdom
– -$5.08M -43,237 Closed
MCM
732
Moore Capital Management
New York
– -$2.81M -23,949 Closed
Walleye Capital
733
Walleye Capital
New York
– -$2.79M -23,716 Closed
FCBT
734
First Citizens Bank & Trust
North Carolina
– -$1.96M -16,659 Closed
BA
735
Bridgewater Associates
Connecticut
– -$1.53M -12,999 Closed
VI
736
Versor Investments
New York
– -$1.4M -11,900 Closed
AC
737
Allstate Corporation
Illinois
– -$1.03M -8,742 Closed
TC
738
Toews Corporation
New Jersey
– -$787K -6,700 Closed
DA
739
Duality Advisers
Florida
– -$783K -6,660 Closed
NP
740
Ninepoint Partners
Ontario, Canada
– -$765K -6,508 Closed
TA
741
Tiedemann Advisors
New York
– -$703K -5,936 Closed
CWA
742
Capital Wealth Alliance
Arizona
– -$610K -5,192 Closed
KFA
743
Krane Funds Advisors
New York
– -$508K -4,324 Closed
Walleye Trading
744
Walleye Trading
New York
– -$448K -3,996 Closed
CM
745
Capula Management
Cayman Islands
– -$468K -3,980 Closed
FC
746
FORA Capital
Florida
– -$466K -3,963 Closed
HVIA
747
Hudson Valley Investment Advisors
New York
– -$432K -3,673 Closed
RAG
748
RIA Advisory Group
Iowa
– -$414K -3,522 Closed
CC
749
Centiva Capital
New York
– -$412K -3,505 Closed
CIM
750
Contravisory Investment Management
Massachusetts
– -$312K -2,658 Closed
28 29
30
31 32

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.