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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
751
Convergence Investment Partners
Florida
-$178K -1,404 Closed
CI
752
CX Institutional
Indiana
-$122K -964 Closed
CWP
753
Concord Wealth Partners
Virginia
-$104K -821 Closed
DCM
754
Dupont Capital Management
Delaware
-$39K -309 Closed
COCM
755
Charter Oak Capital Management
New Hampshire
-$39K -307 Closed
EC
756
Elequin Capital
New York
-$34K -268 Closed
GWMIA
757
Global Wealth Management Investment Advisory
Florida
-$27K -212 Closed
CIA
758
Cascade Investment Advisors
Oregon
-$25.4K -200 Closed
CWM
759
Curi Wealth Management
North Carolina
-$23K -183 Closed
BMD
760
Better Money Decisions
New Mexico
-$21K -165 Closed
CIM
761
Chiron Investment Management
New York
-$20K -160 Closed
AW
762
ACG Wealth
Georgia
-$18K -139 Closed
FBT
763
First Bank & Trust
South Dakota
-$16K -126 Closed
AIP
764
Ahrens Investment Partners
Louisiana
-$13K -100 Closed
BFEC
765
Benjamin F. Edwards & Company
Missouri
-$13K -100 Closed
FCB
766
First Command Bank
Texas
-$11K -85 Closed
FCFS
767
First Command Financial Services
Texas
-$11K -85 Closed
GLLW
768
Graves Light Lenhart Wealth
Virginia
-$11K -84 Closed
PFGIA
769
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -41 Closed
NFSG
770
Newbridge Financial Services Group
Florida
-$4K -29 Closed
MBFW
771
Morton Brown Family Wealth
Pennsylvania
-$3K -20 Closed
GKIM
772
GW&K Investment Management
Massachusetts
-$2K -18 Closed
NIG
773
NFJ Investment Group
Texas
-$2K -12 Closed
TWP
774
TFO Wealth Partners
Ohio
-$1K -9 Closed
WA
775
WestEnd Advisors
North Carolina
+$129 +1 +50%

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.