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DTE Energy

740 hedge funds and large institutions have $18B invested in DTE Energy in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 288 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $8.76M

39% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 207

2% more funds holding

Funds holding: 722740 (+18)

0.1% less ownership

Funds ownership: 73.42%73.33% (-0.1%)

4% less capital invested

Capital invested by funds: $18.8B → $18B (-$787M)

Holders
740
Holders Change
+18
Holders Change %
+2.49%
% of All Funds
12.47%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
84
Increased
288
Reduced
207
Closed
57
Calls
$12.6M
Puts
$8.76M
Net Calls
+$3.88M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.88B -$37.6M -288,108 -1%
BlackRock
2
BlackRock
New York
$2.17B +$82.8M +634,933 +4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.11B -$151M -1,157,882 -6%
State Street
4
State Street
Massachusetts
$1.27B +$27.1M +207,796 +2%
Capital World Investors
5
Capital World Investors
California
$558M +$55.3M +424,100 +11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$485M -$3.86M -29,603 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$474M +$13M +99,604 +3%
Ameriprise
8
Ameriprise
Minnesota
$350M -$109M -833,382 -23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$337M -$9.05M -69,376 -3%
Invesco
10
Invesco
Georgia
$263M -$17.7M -135,943 -6%
Franklin Resources
11
Franklin Resources
California
$252M -$491M -3,761,512 -65%
Northern Trust
12
Northern Trust
Illinois
$245M -$4.35M -33,366 -2%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$238M +$23.9M +183,021 +11%
Boston Partners
14
Boston Partners
Massachusetts
$238M +$34.4M +263,606 +16%
Legal & General Group
15
Legal & General Group
United Kingdom
$222M +$3.38M +25,889 +2%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$217M +$116M +893,121 +109%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$211M +$10.3M +78,659 +5%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$181M -$3.35M -25,697 -2%
Morgan Stanley
19
Morgan Stanley
New York
$181M +$88M +674,885 +90%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$159M -$405K -3,105 -0.2%
N
21
Natixis
France
$157M +$151M +1,154,632 +1,313%
JP Morgan Chase
22
JP Morgan Chase
New York
$150M -$110M -842,572 -42%
Charles Schwab
23
Charles Schwab
California
$129M -$4.52M -34,656 -3%
Bank of America
24
Bank of America
North Carolina
$126M +$52.7M +404,208 +69%
Millennium Management
25
Millennium Management
New York
$125M -$9.05M -69,404 -7%

DTE Hedge Fund Activity: Q2 2022 in Review

740 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2022, worth a combined $18B — down 4.2% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new DTE positions and 57 closed out — a net gain of 27 holders — while 288 added to existing stakes and 207 trimmed.

The largest buyer was Natixis, adding an estimated $151M. The largest seller was Franklin Resources, cutting an estimated $491M.

  • 740 institutional investors held DTE Energy (DTE) as of Q2 2022, up from 722 in Q1 2022.
  • Funds reported $18B of DTE Energy stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 84 funds opened new DTE Energy positions in Q2 2022 and 57 closed out, a net change of +27 holders.
  • The largest DTE Energy buyer in Q2 2022 was Natixis, an estimated $151M added.
  • The largest DTE Energy seller in Q2 2022 was Franklin Resources, an estimated $491M sold.

Based on aggregated 13F filings for Q2 2022.