We are live on ! Find out more
DTE icon

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
NAM
201
Nissay Asset Management
Japan
$2.19M +$83.3K +774 +4%
EWM
202
Executive Wealth Management
Michigan
$2.14M +$19.3K +179 +0.8%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$2.13M +$830K +7,716 +56%
ECM
204
Element Capital Management
New York
$2.11M -$450K -4,180 -16%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$2.1M -$146K -1,359 -6%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$2.09M +$238K +2,208 +12%
CIC
207
Cornercap Investment Counsel
Georgia
$2.07M +$13.7K +127 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2M +$2.17M +20,189 New
CB
209
Commerce Bank
Missouri
$1.98M +$4.95K +46 +0.2%
HFS
210
Hantz Financial Services
Michigan
$1.94M +$83.2K +773 +4%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$1.9M +$230K +2,141 +13%
Truist Financial
212
Truist Financial
North Carolina
$1.88M -$197K -1,827 -9%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$1.87M -$196K -1,823 -9%
TRCT
214
Tower Research Capital (TRC)
New York
$1.86M +$393K +3,654 +24%
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$1.86M +$17.8K +165 +0.9%
QC
216
Quadrature Capital
United Kingdom
$1.84M -$4.45M -41,376 -69%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$1.83M -$199K -1,851 -9%
Schroder Investment Management Group
218
Schroder Investment Management Group
United Kingdom
$1.8M -$684K -6,357 -26%
1832 Asset Management
219
1832 Asset Management
Ontario, Canada
$1.77M +$154K +1,431 +9%
Allianz Asset Management
220
Allianz Asset Management
Germany
$1.76M -$35.4K -329 -2%
TRSOTSOK
221
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$1.72M -$381K -3,539 -17%
MHI
223
Miller Howard Investments
New York
$1.72M -$145K -1,352 -7%
HNB
224
Huntington National Bank
Ohio
$1.66M -$243K -2,256 -12%
LSA
225
L & S Advisors
California
$1.63M +$1.76M +16,401 New

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.