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DTE Energy

876 hedge funds and large institutions have $19.3B invested in DTE Energy in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 365 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 72

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

57% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 232

50% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $17.2M

4% more funds holding

Funds holding: 841876 (+35)

0.37% more ownership

Funds ownership: 76.68%77.05% (+0.37%)

5% less capital invested

Capital invested by funds: $20.4B → $19.3B (-$1.1B)

Holders
876
Holders Change
+35
Holders Change %
+4.16%
% of All Funds
11.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
121
Increased
365
Reduced
232
Closed
72
Calls
$25.8M
Puts
$17.2M
Net Calls
+$8.57M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
901
Fox Run Management
Connecticut
-$629K -4,898 Closed
Simplex Trading
902
Simplex Trading
Illinois
-$590K -4,785 Closed
SC
903
Syon Capital
California
-$392K -3,052 Closed
MPM
904
MBB Public Markets
Illinois
-$335K -2,610 Closed
C1AG
905
Client 1st Advisory Group
Florida
-$326K -2,539 Closed
BC
906
Bridgefront Capital
Texas
-$294K -2,293 Closed
IWM
907
IHT Wealth Management
Illinois
-$289K -2,252 Closed
FFO
908
Fiduciary Family Office
Florida
-$286K -2,224 Closed
CI
909
CPR Investments
Michigan
-$283K -2,201 Closed
GS
910
GTS Securities
New York
-$251K -1,955 Closed
Marshall Wace
911
Marshall Wace
United Kingdom
-$232K -1,803 Closed
TIA
912
Trust Investment Advisors
Indiana
-$226K -1,758 Closed
STA
913
Summit Trail Advisors
New York
-$225K -1,742 Closed
CA
914
Calton & Associates
Florida
-$215K -1,675 Closed
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
-$210K -1,638 Closed
LCWP
916
Legacy Capital Wealth Partners
Arkansas
-$209K -1,626 Closed
AIA
917
Affinity Investment Advisors
California
-$208K -1,620 Closed
SHFA
918
SC&H Financial Advisors
Maryland
-$208K -1,620 Closed
SCA
919
Snowden Capital Advisors
New York
-$209K -1,618 Closed
WPW
920
Waldron Private Wealth
Pennsylvania
-$205K -1,595 Closed
EFSCE
921
Enterprise Financial Services Corp (EFSC)
Missouri
-$203K -1,579 Closed
SLC
922
Second Line Capital
Louisiana
-$203K -1,567 Closed
CPRC
923
Consolidated Portfolio Review Corp
New York
-$201K -1,566 Closed
LSAG
924
Lake Street Advisors Group
New Hampshire
-$200K -1,548 Closed
FLPIM
925
F.L. Putnam Investment Management
Massachusetts
-$48.2K -1,250 Closed

DTE Hedge Fund Activity: Q4 2024 in Review

876 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2024, worth a combined $19.3B — down 5.4% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 72 closed out — a net gain of 49 holders — while 365 added to existing stakes and 232 trimmed.

The largest buyer was Capital World Investors, adding an estimated $465M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $580M.

  • 876 institutional investors held DTE Energy (DTE) as of Q4 2024, up from 841 in Q3 2024.
  • Funds reported $19.3B of DTE Energy stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2024 and 72 closed out, a net change of +49 holders.
  • The largest DTE Energy buyer in Q4 2024 was Capital World Investors, an estimated $465M added.
  • The largest DTE Energy seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $580M sold.

Based on aggregated 13F filings for Q4 2024.