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DTE Energy
DTE

753 hedge funds and large institutions have $17.5B invested in DTE Energy in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 250 increasing their positions, 248 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 61

14% more capital invested

Capital invested by funds: $15.5B → $17.5B (+$2.09B)

6% more funds holding

Funds holding: 712 → 753 (+41)

1.67% more ownership

Funds ownership: 75.48% → 77.15% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 248

25% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $25.1M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
753
Holders Change
+41
Holders Change %
+5.76%
% of All Funds
10.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
112
Increased
250
Reduced
248
Closed
61
Calls
$18.7M
Puts
$25.1M
Net Calls
-$6.32M
Net Calls Change
-$9.97M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$251M
2
BC
Brookfield Corp
Ontario, Canada
+$106M
3
Boston Partners
Boston Partners
Massachusetts
+$104M
4
SCP
Soroban Capital Partners
New York
+$74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$70M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$165M
2
BlackRock
BlackRock
New York
-$59.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.2M
5
ZP
Zimmer Partners
New York
-$37.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
801
Milestone Investment Advisors
Wisconsin
– -$35.8K -361 Closed
SCA
802
Stonebridge Capital Advisors
Minnesota
– -$32.3K -325 Closed
PPWM
803
PFG Private Wealth Management
Florida
– -$27.9K -281 Closed
CSPIA
804
Cary Street Partners Investment Advisory
Virginia
– -$15.5K -156 Closed
WWP
805
WR Wealth Planners
Missouri
– -$9.93K -100 Closed
WIM
806
Westside Investment Management
California
– -$4.37K -44 Closed
DWA
807
Delos Wealth Advisors
Texas
– -$4.14K -40 Closed
RL
808
Rogco LP
Oklahoma
– -$2.38K -24 Closed
BAAM
809
Baker Avenue Asset Management
California
– -$1.29K -13 Closed
LFA
810
LGT Financial Advisors
Texas
– -$993 -10 Closed
WWM
811
Wolff Wiese Magana
California
– -$993 -10 Closed
PCTC
812
Perkins Coie Trust Company
Washington
– -$892 -9 Closed
29 30 31 32
33

DTE Hedge Fund Activity: Q4 2023 in Review

753 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2023, worth a combined $17.5B — up 14% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new DTE positions and 61 closed out — a net gain of 51 holders — while 250 added to existing stakes and 248 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $165M.

  • 753 institutional investors held DTE Energy (DTE) as of Q4 2023, up from 712 in Q3 2023.
  • Funds reported $17.5B of DTE Energy stock for Q4 2023, up 14% quarter-over-quarter.
  • 112 funds opened new DTE Energy positions in Q4 2023 and 61 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest DTE Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $165M sold.

Based on aggregated 13F filings for Q4 2023.