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DTE Energy
DTE

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753 → 786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15% → 76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$222M
2
ClearBridge Investments
ClearBridge Investments
New York
+$190M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$33.9M
5
Bank of America
Bank of America
North Carolina
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$253M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$123M
3
Cohen & Steers
Cohen & Steers
New York
-$95.9M
4
State Street
State Street
Massachusetts
-$63M
5
ECM
ExodusPoint Capital Management
New York
-$62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCB
201
Morton Community Bank
Illinois
$2.89M +$185K +1,715 +7%
QCM
202
QRG Capital Management
Illinois
$2.82M +$1.07M +9,890 +65%
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$2.76M +$97K +899 +4%
IA
204
Icon Advisers
Colorado
$2.72M +$2.65M +24,600 New
Cerity Partners
205
Cerity Partners
New York
$2.69M +$646K +5,985 +33%
US Bancorp
206
US Bancorp
Minnesota
$2.68M -$127K -1,178 -5%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$2.66M +$80.6K +747 +3%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$2.65M +$567K +5,256 +29%
AWM
209
Avitas Wealth Management
California
$2.64M +$21.5K +199 +0.9%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.63M -$83.8K -777 -3%
NAM
211
Nissay Asset Management
Japan
$2.63M +$47.6K +441 +2%
GJWM
212
Gilliland Jeter Wealth Management
Arkansas
$2.51M – – –
KAS
213
Kestra Advisory Services
Texas
$2.5M +$699K +6,474 +41%
EWM
214
Executive Wealth Management
Michigan
$2.45M +$55.1K +511 +2%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$2.37M – – –
DILIC
216
Dai-ichi Life Insurance Company
Japan
$2.37M +$2.28M +21,141 New
AI
217
Arvest Investments
Arkansas
$2.33M -$285K -2,643 -11%
CWM
218
CIBC World Markets
New York
$2.32M -$627K -5,807 -22%
CB
219
Commerce Bank
Missouri
$2.26M -$13.6K -126 -0.6%
LI
220
LMCG Investments
Massachusetts
$2.26M -$423K -3,918 -16%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$2.25M +$5.29K +49 +0.2%
CIC
222
Cornercap Investment Counsel
Georgia
$2.21M -$22.9K -212 -1%
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$2.2M +$387K +3,589 +22%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$2.1M +$87.7K +813 +5%
CAN
225
Cetera Advisor Networks
California
$2.09M +$446K +4,137 +28%
7 8
9
10 11

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.