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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
151
Aberdeen Group
United Kingdom
$4.7M +$37K +344 +0.7%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$4.63M -$24.2K -225 -0.5%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$4.56M -$187K -1,741 -4%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$4.3M -$39.1K -363 -0.8%
TPSF
155
Texas Permanent School Fund
Texas
$4.23M +$21.5K +200 +0.5%
II
156
IFM Investors
Australia
$4.18M +$148K +1,380 +3%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.12M +$593K +5,509 +15%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$4.02M
HHAM
159
HITE Hedge Asset Management
Massachusetts
$4M -$12.3M -114,764 -74%
BFG
160
Berger Financial Group
Minnesota
$4M +$73.4K +682 +2%
ProShare Advisors
161
ProShare Advisors
Maryland
$3.98M -$268K -2,492 -6%
BS
162
Banco Santander
Spain
$3.98M +$729K +6,780 +20%
YCM
163
Yousif Capital Management
Michigan
$3.93M -$89.8K -835 -2%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$3.92M +$1.24M +11,571 +41%
Mariner
165
Mariner
Kansas
$3.91M +$325K +3,025 +8%
SPA
166
Sherbrooke Park Advisers
New York
$3.89M +$3.19M +29,655 +312%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$3.71M +$66.5K +618 +2%
CNB
168
Czech National Bank
Czech Republic
$3.58M +$1.25M +11,636 +48%
CIBC Asset Management
169
CIBC Asset Management
Ontario, Canada
$3.54M +$52.1K +484 +1%
GF
170
Gabelli Funds
New York
$3.52M
SOADOR
171
State of Alaska Department of Revenue
Alaska
$3.52M -$102K -950 -3%
URS
172
Utah Retirement Systems
Utah
$3.52M +$10.8K +100 +0.3%
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$3.44M -$9.06M -84,197 -71%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$3.39M -$94K -874 -2%
PAM
175
Panagora Asset Management
Massachusetts
$3.31M -$39.8M -370,101 -92%

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.