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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

1.1% more ownership

Funds ownership: 73.33%74.43% (+1.1%)

5% less funds holding

Funds holding: 740703 (-37)

8% less capital invested

Capital invested by funds: $18B → $16.6B (-$1.45B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

68% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $45.5M

Holders
703
Holders Change
-37
Holders Change %
-5%
% of All Funds
12.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
269
Reduced
229
Closed
79
Calls
$14.6M
Puts
$45.5M
Net Calls
-$30.9M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.69B +$87.6M +677,802 +3%
BlackRock
2
BlackRock
New York
$2.1B +$144M +1,111,992 +7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.01B +$103M +800,640 +5%
State Street
4
State Street
Massachusetts
$1.19B +$48.2M +372,903 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$510M +$78.2M +605,522 +16%
Capital World Investors
6
Capital World Investors
California
$506M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$442M +$13.4M +104,065 +3%
Ameriprise
8
Ameriprise
Minnesota
$322M +$4.22M +32,655 +1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$263M +$74.6M +577,589 +34%
Invesco
10
Invesco
Georgia
$251M +$13.8M +106,839 +5%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$232M +$17.5M +135,132 +7%
Boston Partners
12
Boston Partners
Massachusetts
$227M +$11.9M +91,887 +5%
Franklin Resources
13
Franklin Resources
California
$226M -$2.87M -22,246 -1%
Northern Trust
14
Northern Trust
Illinois
$222M -$658K -5,094 -0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$191M -$705K -5,459 -0.3%
Legal & General Group
16
Legal & General Group
United Kingdom
$185M -$18.5M -142,888 -8%
Morgan Stanley
17
Morgan Stanley
New York
$175M +$11.7M +90,432 +6%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$158M -$7.31M -56,593 -4%
N
19
Natixis
France
$149M +$5.51M +42,684 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$148M +$12.9M +99,679 +8%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$144M +$171K +1,323 +0.1%
Charles Schwab
22
Charles Schwab
California
$120M +$3.7M +28,610 +3%
Jennison Associates
23
Jennison Associates
New York
$113M +$4.23M +32,744 +3%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$106M +$8.15M +63,126 +7%
Bank of America
25
Bank of America
North Carolina
$104M -$11.3M -87,514 -9%

DTE Hedge Fund Activity: Q3 2022 in Review

703 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2022, worth a combined $16.6B — down 8.1% from $18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of DTE and 51 opened new positions — a net loss of 28 holders — while 229 trimmed existing stakes and 269 added.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Wellington Management Group, exiting entirely with an estimated $337M sold.

  • 703 institutional investors held DTE Energy (DTE) as of Q3 2022, down from 740 in Q2 2022.
  • Funds reported $16.6B of DTE Energy stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 51 funds opened new DTE Energy positions in Q3 2022 and 79 closed out, a net change of -28 holders.
  • The largest DTE Energy buyer in Q3 2022 was BlackRock, an estimated $144M added.
  • The largest DTE Energy seller in Q3 2022 was Wellington Management Group, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.