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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
FA
751
FDx Advisors
Illinois
-$231K -2,100 Closed
CA
752
Calton & Associates
Florida
-$227K -2,067 Closed
EWM
753
Empirical Wealth Management
Washington
-$225K -2,048 Closed
DPI
754
Diversified Portfolios Inc
Michigan
-$221K -2,010 Closed
XF
755
XML Financial
Maryland
-$220K -2,000 Closed
CGL
756
Clarius Group LLC
Washington
-$220K -1,997 Closed
BHWM
757
Bar Harbor Wealth Management
New Hampshire
-$219K -1,989 Closed
TWM
758
Triton Wealth Management
Arizona
-$225K -1,989 Closed
SIMG
759
Sonora Investment Management Group
Arizona
-$218K -1,977 Closed
FFS
760
Founders Financial Securities
Maryland
-$216K -1,961 Closed
VIA
761
Vident Investment Advisory
Georgia
-$215K -1,949 Closed
HIC
762
Hartline Investment Corp
Illinois
-$214K -1,948 Closed
QFA
763
Quantum Financial Advisors
California
-$212K -1,931 Closed
Man Group
764
Man Group
United Kingdom
-$211K -1,915 Closed
DWP
765
Destiny Wealth Partners
Florida
-$218K -1,893 Closed
CAM
766
Cozad Asset Management
Illinois
-$203K -1,844 Closed
PCM
767
Pointe Capital Management
Michigan
-$201K -1,829 Closed
CCA
768
Checchi Capital Advisers
California
-$201K -1,828 Closed
PCS
769
Personal CFO Solutions
New Jersey
-$201K -1,827 Closed
IGWM
770
ICA Group Wealth Management
Colorado
-$127K -1,153 Closed
AIM
771
Achmea Investment Management
Netherlands
-$49K -444 Closed
NFSG
772
Newbridge Financial Services Group
Florida
-$38.7K -352 Closed
RI
773
Ridgewood Investments
New Jersey
-$30K -272 Closed
SSG
774
Summit Securities Group
New York
-$30K -270 Closed
SF
775
Safeguard Financial
Wisconsin
-$28K -263 Closed

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.