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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
201
Czech National Bank
Czech Republic
$2.68M +$176K +1,581 +7%
PAMG
202
Patton Albertson Miller Group
Tennessee
$2.66M +$68K +610 +3%
CWM
203
CIBC World Markets
New York
$2.66M +$1.6M +14,359 +147%
FMWA
204
Forvis Mazars Wealth Advisors
Missouri
$2.54M +$967K +8,675 +60%
AWM
205
Avitas Wealth Management
California
$2.51M +$11.1K +100 +0.4%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$2.48M -$66K -592 -3%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$2.43M -$279K -2,505 -10%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$2.39M -$66K -592 -3%
EWM
209
Executive Wealth Management
Michigan
$2.35M -$75.1K -674 -3%
SG Americas Securities
210
SG Americas Securities
New York
$2.35M +$1.92M +17,208 +418%
NAM
211
Nissay Asset Management
Japan
$2.34M +$113K +1,018 +5%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$2.3M -$4.39M -39,375 -66%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$2.3M +$162K +1,450 +7%
IIM
214
INTECH Investment Management
Florida
$2.29M -$17.7M -158,475 -88%
Truist Financial
215
Truist Financial
North Carolina
$2.28M +$151K +1,354 +7%
CIC
216
Cornercap Investment Counsel
Georgia
$2.28M -$57.4K -515 -2%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$2.27M -$527K -4,731 -19%
ACM
218
Aquatic Capital Management
Illinois
$2.22M +$256K +2,300 +13%
CB
219
Commerce Bank
Missouri
$2.19M +$7.8K +70 +0.4%
NB
220
Norinchukin Bank
Japan
$2.11M +$699K +6,273 +49%
HNB
221
Huntington National Bank
Ohio
$2.09M +$27.4K +246 +1%
Rafferty Asset Management
222
Rafferty Asset Management
New York
$2.07M +$510K +4,579 +32%
HFS
223
Hantz Financial Services
Michigan
$2.07M -$141K -1,268 -6%
MHI
224
Miller Howard Investments
New York
$2.06M -$26.2K -235 -1%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$2.04M +$159K +1,424 +8%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.