We are live on ! Find out more
DTE icon

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
IAIM
751
International Assets Investment Management
Florida
-$304K -2,586 Closed
MCC
752
Money Concepts Capital
Florida
-$295K -2,512 Closed
FRM
753
Fox Run Management
Connecticut
-$284K -2,413 Closed
PCIA
754
Prime Capital Investment Advisors
Kansas
-$283K -2,406 Closed
MPPLM
755
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$272K -2,310 Closed
OLA
756
Oliver Luxxe Assets
New Jersey
-$267K -2,274 Closed
TC
757
Trilogy Capital
California
-$260K -2,210 Closed
CCA
758
Checchi Capital Advisers
California
-$243K -2,070 Closed
PAS
759
Park Avenue Securities
New York
-$240K -2,044 Closed
CCIA
760
Campbell & Co Investment Adviser
Maryland
-$238K -2,024 Closed
NP
761
NorthRock Partners
Minnesota
-$231K -1,965 Closed
O
762
Ossiam
France
-$230K -1,953 Closed
ISWM
763
Independent Solutions Wealth Management
New York
-$228K -1,943 Closed
GWP
764
Gateway Wealth Partners
Wisconsin
-$223K -1,901 Closed
FTC
765
Farmers Trust Company
Ohio
-$220K -1,872 Closed
PNC
766
Park National Corp
Ohio
-$216K -1,842 Closed
CT
767
Coastline Trust
Rhode Island
-$212K -1,800 Closed
REMPR
768
Roof Eidam Maycock Peralta (REMP)
California
-$210K -1,783 Closed
FA
769
Fermata Advisors
California
-$208K -1,774 Closed
TNBTD
770
Trustmark National Bank Trust Department
Mississippi
-$207K -1,757 Closed
AA
771
Advisory Alpha
Michigan
-$206K -1,753 Closed
EFS
772
Essex Financial Services
Connecticut
-$204K -1,743 Closed
PFM
773
Patton Fund Management
Texas
-$203K -1,730 Closed
OIA
774
OneDigital Investment Advisors
Kansas
-$203K -1,729 Closed
RIL
775
Rothschild Investment LLC
Illinois
-$203K -1,724 Closed

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.