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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
751
Capital Advisors Ltd
Ohio
$3K +$216 +2 +8%
RWM
752
Ruedi Wealth Management
Illinois
$2.92K
RCM
753
Raleigh Capital Management
North Carolina
$2.8K -$1.19K -11 -31%
HCM
754
Hollencrest Capital Management
California
$2.8K
EBA
755
Eagle Bay Advisors
New York
$2.38K
CPG
756
Cornerstone Planning Group
New Jersey
$2.25K +$647 +6 +43%
PCM
757
Penserra Capital Management
California
$2K -$101K -938 -98%
AW
758
Avion Wealth
Texas
$2K
DF
759
Dunhill Financial
United Kingdom
$1.6K +$216 +2 +17%
CWC
760
Carolinas Wealth Consulting
North Carolina
$1.58K
BCMLT
761
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.57K -$23.4K -217 -94%
TCA
762
Trifecta Capital Advisors
Illinois
$1.57K
JWA
763
JFS Wealth Advisors
Pennsylvania
$1.46K -$863 -8 -38%
PPC
764
Park Place Capital
Alabama
$1.46K
AWM
765
Abound Wealth Management
Tennessee
$1.35K
JFA
766
JNBA Financial Advisors
Minnesota
$1.35K
S
767
Sachetta
Massachusetts
$1.33K
TC
768
Truvestments Capital
Florida
$1.23K
AAP
769
Arax Advisory Partners
Colorado
$1.13K
Optiver Holding
770
Optiver Holding
Netherlands
$1.12K +$1.08K +10 New
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02K
VWA
772
Valued Wealth Advisors
Utah
$1.02K
CTWM
773
Cherry Tree Wealth Management
Minnesota
$1.01K
PP
774
PrairieView Partners
Minnesota
$1K
TFA
775
Transamerica Financial Advisors
Florida
$1K

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.