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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$3.28M -$231K -2,061 -6%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$3.28M -$12.2M -108,880 -78%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$3.22M -$49.7K -444 -1%
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$3.08M -$17.5M -156,613 -85%
Schroder Investment Management Group
205
Schroder Investment Management Group
United Kingdom
$3.06M -$4.47M -39,893 -59%
US Bancorp
206
US Bancorp
Minnesota
$3.04M -$15.1K -135 -0.5%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$3.03M +$61.2K +546 +2%
NYLIM
208
New York Life Investment Management
New York
$2.99M +$7.62K +68 +0.2%
WC
209
Wexford Capital
Florida
$2.86M +$517K +4,618 +21%
LI
210
LMCG Investments
Massachusetts
$2.85M -$28.1K -251 -1%
EFM
211
Eley Financial Management
Vermont
$2.81M +$17.6K +157 +0.6%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$2.78M -$550K -4,910 -16%
Cerity Partners
213
Cerity Partners
New York
$2.74M -$69.4K -620 -10%
WBC
214
Westpac Banking Corp
Australia
$2.7M +$427K +3,813 +18%
X
215
Xponance
Pennsylvania
$2.69M +$94.2K +841 +4%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$2.69M +$127K +1,130 +5%
ECM
217
Element Capital Management
New York
$2.64M +$2.7M +24,097 New
PAMG
218
Patton Albertson Miller Group
Tennessee
$2.58M +$165K +1,474 +7%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$2.53M
CNB
220
Czech National Bank
Czech Republic
$2.5M +$15.7K +140 +0.6%
AWM
221
Avitas Wealth Management
California
$2.48M -$40.4K -361 -2%
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
$2.47M -$14.5M -129,578 -85%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$2.45M -$988K -8,818 -28%
EWM
224
Executive Wealth Management
Michigan
$2.41M +$438K +3,910 +22%
CIC
225
Cornercap Investment Counsel
Georgia
$2.33M -$30.7K -274 -1%

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.