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DTE Energy

722 hedge funds and large institutions have $18.8B invested in DTE Energy in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $16.6B → $18.8B (+$2.21B)

3% more funds holding

Funds holding: 703722 (+19)

1.53% more ownership

Funds ownership: 71.89%73.42% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 222

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $17.9M

Holders
722
Holders Change
+19
Holders Change %
+2.7%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
241
Reduced
222
Closed
66
Calls
$17.1M
Puts
$17.9M
Net Calls
-$740K
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.04B +$173M +1,420,586 +7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.36B +$271M +2,222,887 +14%
BlackRock
3
BlackRock
New York
$2.18B -$106M -866,366 -5%
State Street
4
State Street
Massachusetts
$1.29B +$30M +245,923 +3%
Franklin Resources
5
Franklin Resources
California
$760M -$61.2M -502,048 -8%
Capital World Investors
6
Capital World Investors
California
$526M
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$510M +$435M +3,562,612 +1,217%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$481M +$12.4M +101,772 +3%
Ameriprise
9
Ameriprise
Minnesota
$474M +$15.7M +128,724 +4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$361M -$12.7M -104,140 -4%
Invesco
11
Invesco
Georgia
$292M +$34.4M +281,718 +15%
JP Morgan Chase
12
JP Morgan Chase
New York
$268M -$86.5M -709,221 -26%
Northern Trust
13
Northern Trust
Illinois
$260M +$3.7M +30,373 +2%
Legal & General Group
14
Legal & General Group
United Kingdom
$228M +$2.56M +21,015 +1%
PAMS
15
Pictet Asset Management (Switzerland)
Switzerland
$225M -$3.76M -30,853 -2%
Boston Partners
16
Boston Partners
Massachusetts
$214M +$30.6M +250,907 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$210M +$12.2M +99,965 +7%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$192M -$799K -6,548 -0.4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$166M +$28.6M +234,478 +23%
Millennium Management
20
Millennium Management
New York
$140M +$27.5M +225,683 +27%
Charles Schwab
21
Charles Schwab
California
$139M +$3.42M +27,998 +3%
Jennison Associates
22
Jennison Associates
New York
$113M
Swiss National Bank
23
Swiss National Bank
Switzerland
$111M +$12.5M +102,700 +14%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$108M +$81.4M +667,058 +448%
Morgan Stanley
25
Morgan Stanley
New York
$99.5M -$4.35M -35,639 -5%

DTE Hedge Fund Activity: Q1 2022 in Review

722 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2022, worth a combined $18.8B — up 13% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DTE positions and 66 closed out — a net gain of 31 holders — while 241 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was Zimmer Partners, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held DTE Energy (DTE) as of Q1 2022, up from 703 in Q4 2021.
  • Funds reported $18.8B of DTE Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 97 funds opened new DTE Energy positions in Q1 2022 and 66 closed out, a net change of +31 holders.
  • The largest DTE Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $435M added.
  • The largest DTE Energy seller in Q1 2022 was Zimmer Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2022.