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DTE Energy
DTE

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: 753 → 786 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$222M
2
ClearBridge Investments
ClearBridge Investments
New York
+$190M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$33.9M
5
Bank of America
Bank of America
North Carolina
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$253M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$123M
3
Cohen & Steers
Cohen & Steers
New York
-$95.9M
4
State Street
State Street
Massachusetts
-$63M
5
ECM
ExodusPoint Capital Management
New York
-$62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
826
Scarborough Advisors
Maryland
– -$93.8K -851 Closed
CLOS
827
Compagnie Lombard Odier SCmA
Switzerland
– -$40.8K -370 Closed
EC
828
EntryPoint Capital
New York
– -$30.2K -274 Closed
BCMIO
829
Beacon Capital Management Inc (Ohio)
Ohio
– -$28.7K -260 Closed
GWMIA
830
Global Wealth Management Investment Advisory
Florida
– -$23.4K -212 Closed
RFA
831
Resurgent Financial Advisors
Georgia
– -$22.9K -208 Closed
PA
832
PSI Advisors
Florida
– -$20.6K -187 Closed
CFB
833
Cullen/Frost Bankers
Texas
– -$11.2K -102 Closed
MSWM
834
McGlone Suttner Wealth Management
Wisconsin
– -$2.76K -25 Closed
LF
835
Lee Financial
Texas
– -$2.34K -21 Closed
MTIC
836
Missouri Trust & Investment Company
Missouri
– -$1.54K -14 Closed
TCWA
837
Turtle Creek Wealth Advisors
Texas
– -$1.54K -14 Closed
FWM
838
Focused Wealth Management
New York
– -$710 -6 Closed
EWM
839
Evermay Wealth Management
Virginia
– -$331 -3 Closed
First Manhattan
840
First Manhattan
New York
– -$110 -1 Closed
30 31 32 33
34

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.