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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
UBS Group
76
UBS Group
Switzerland
$29.6M +$82.4K +736 +0.3%
MAM
77
Martingale Asset Management
Massachusetts
$28.8M -$158K -1,407 -0.5%
VDI
78
Vaughan David Investments
Illinois
$28.6M +$818K +7,307 +3%
Calamos Advisors
79
Calamos Advisors
Illinois
$28.3M -$10.4M -93,130 -26%
Barclays
80
Barclays
United Kingdom
$27.7M -$7.51M -67,015 -21%
National Pension Service
81
National Pension Service
South Korea
$27.1M +$653K +5,832 +2%
Principal Financial Group
82
Principal Financial Group
Iowa
$26.7M +$707K +6,316 +3%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M -$787K -7,022 -3%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$25.1M -$1.11M -9,920 -4%
Citigroup
85
Citigroup
New York
$24.5M +$6.23M +55,662 +33%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$24.2M +$23.9M +213,380 +2,792%
CSS
87
Cubist Systematic Strategies
Connecticut
$24.1M +$5.46M +48,790 +29%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$23.6M -$1.06M -9,459 -4%
YCM
89
Yaupon Capital Management
New York
$23.3M +$7.87M +70,300 +49%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$22.9M +$17.3M +154,712 +283%
Wells Fargo
91
Wells Fargo
California
$22.8M -$3.03M -27,051 -12%
N
92
Natixis
France
$22.1M +$13.2M +117,586 +140%
Squarepoint
93
Squarepoint
New York
$20.9M +$21.4M +190,906 New
RJA
94
Raymond James & Associates
Florida
$20.8M -$1.51M -13,494 -7%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$19.9M +$3.16M +28,242 +18%
IIM
96
INTECH Investment Management
Florida
$19.6M -$220K -1,964 -1%
SEI Investments
97
SEI Investments
Pennsylvania
$19.6M +$3.26M +29,095 +19%
CCM
98
Cinctive Capital Management
New York
$19M +$10.3M +92,001 +114%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$18.6M +$9.83M +87,745 +107%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$18.4M +$4.88M +43,554 +35%

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.