DTE Energy
731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 224
19% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 57
1% more funds holding
Funds holding: 726 → 731 (+5)
1% more capital invested
Capital invested by funds: $16.9B → $17B (+$108M)
0.13% more ownership
Funds ownership: 74.66% → 74.79% (+0.13%)
45% less call options, than puts
Call options by funds: $13.2M | Put options by funds: $23.7M
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$281M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$186M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$162M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$181M |
| 2 |
Millennium Management
New York
|
-$152M |
| 3 |
ZP
Zimmer Partners
New York
|
-$92.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$57.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
776
Lazard Asset Management
New York
| – | -$23.9K | -214 | -96% |
|
|
CIA
777
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$21.9K | -200 | Closed |
|
|
SIS
778
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$12.8K | -117 | Closed |
|
|
DAC
779
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$12K | -100 | Closed |
|
|
DFCM
780
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$8.76K | -80 | Closed |
|
|
BA
781
Bellwether Advisors
Lincoln,
Nebraska
| – | -$8.21K | -75 | Closed |
|
|
ONST
782
Old North State Trust
Greensboro,
North Carolina
| – | -$8K | -74 | Closed |
|
|
SC
783
Schubert & Co
Mckinney,
Texas
| – | -$2.08K | -19 | Closed |
|
|
NSG
784
Nalls Sherbakoff Group
Knoxville,
Tennessee
| – | -$544 | -5 | Closed |
|
|
CAC
785
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$438 | -4 | Closed |
|
|
PVH
786
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$334 | -3 | -75% |
|
DTE Hedge Fund Activity: Q2 2023 in Review
731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.
The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.
- 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
- Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
- 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
- The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
- The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.
Based on aggregated 13F filings for Q2 2023.