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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
AIA
776
Affinity Investment Advisors
California
-$202K -1,720 Closed
NRS
777
Neville Rodie & Shaw
New York
-$200K -1,701 Closed
GIA
778
Goodwin Investment Advisory
Georgia
-$183K -1,559 Closed
DA
779
Denali Advisors
California
-$165K -1,400 Closed
IFA
780
Interactive Financial Advisors
Illinois
-$163K -1,386 Closed
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
-$157K -1,334 Closed
RBC
782
Romano Brothers & Co
Illinois
-$130K -1,110 Closed
WOSD
783
WFA of San Diego
California
-$70.9K -603 Closed
DCM
784
Dupont Capital Management
Delaware
-$65.6K -558 Closed
GPI
785
General Partner Inc
Pennsylvania
-$57K -485 Closed
CS
786
Comerica Securities
Michigan
-$50.5K -426 Closed
DWP
787
Destiny Wealth Partners
Florida
-$39.7K -338 Closed
Simplex Trading
788
Simplex Trading
Illinois
-$30.7K -274 Closed
USCWA
789
U.S. Capital Wealth Advisors
Texas
-$29.1K -248 Closed
MWM
790
MinichMacGregor Wealth Management
New York
-$16.8K -143 Closed
CAS
791
Coppell Advisory Solutions
Texas
-$16K -136 Closed
CASC
792
Coppell Advisory Solutions Corp
Texas
-$16K -136 Closed
FCB
793
First Command Bank
Texas
-$10K -86 Closed
FCFS
794
First Command Financial Services
Texas
-$10K -86 Closed
SC
795
Seldon Capital
California
-$5.88K -50 Closed
First Manhattan
796
First Manhattan
New York
-$5.17K -44 Closed
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.94K -42 Closed
AWM
798
Accurate Wealth Management
Florida
-$3.72K -31 Closed
SC
799
Sierra Capital
Florida
-$3K -25 Closed
MPCL
800
My Personal CFO LLC
Washington
-$2.23K -19 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.