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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
MSV
176
MN Services Vermogensbeheer
Netherlands
$4.32M
FAF
177
Första AP-fonden
Sweden
$4.25M -$5.96M -53,200 -58%
SSA
178
Schonfeld Strategic Advisors
New York
$4.24M -$40.7M -362,988 -90%
YCM
179
Yousif Capital Management
Michigan
$4.22M -$257K -2,294 -6%
HighTower Advisors
180
HighTower Advisors
Illinois
$4.2M -$181K -1,617 -4%
CM
181
Crestline Management
Texas
$4.11M +$4.2M +37,500 New
CC
182
Cipher Capital
New York
$3.98M +$1.35M +12,016 +49%
II
183
IFM Investors
Australia
$3.91M +$156K +1,394 +4%
GF
184
Gabelli Funds
New York
$3.89M +$112K +1,000 +3%
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$3.88M -$13.7M -122,516 -78%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$3.85M +$86.9K +776 +2%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$3.81M +$94.6K +845 +2%
URS
188
Utah Retirement Systems
Utah
$3.76M +$11.2K +100 +0.3%
RBA
189
Richard Bernstein Advisors
New York
$3.75M
Mariner
190
Mariner
Kansas
$3.74M +$339K +3,025 +10%
BPGAM
191
BTG Pactual Global Asset Management
Bermuda
$3.72M +$3.8M +33,942 New
FAP
192
Financial Advisory Partners
Florida
$3.71M +$27.1K +242 +0.7%
NA
193
NewEdge Advisors
Louisiana
$3.68M -$23.8M -212,836 -86%
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.6M +$10.6K +95 +0.3%
Janus Henderson Group
195
Janus Henderson Group
United Kingdom
$3.54M -$17.1M -153,109 -83%
MOACM
196
Mutual of America Capital Management
New York
$3.5M +$5.49K +49 +0.2%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$3.4M +$1.83M +16,337 +111%
DZ Bank
198
DZ Bank
Germany
$3.38M -$1.71M -15,254 -33%
GAM
199
Gotham Asset Management
New York
$3.33M +$645K +5,762 +23%
PI
200
Putnam Investments
Massachusetts
$3.31M -$370K -3,300 -10%

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.