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DTE Energy

726 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 263 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 247

0.57% more ownership

Funds ownership: 74.09%74.66% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $17.8B → $16.9B (-$961M)

6% less funds holding

Funds holding: 769726 (-43)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

58% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $51.8M

Holders
726
Holders Change
-43
Holders Change %
-5.59%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
63
Increased
263
Reduced
247
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.57B +$45.3M +404,068 +2%
BlackRock
2
BlackRock
New York
$2.12B -$45.3M -404,730 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.73B -$18M -160,575 -1%
State Street
4
State Street
Massachusetts
$1.08B -$26M -232,099 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$437M +$8.81M +78,630 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$379M +$108M +962,628 +39%
Ameriprise
7
Ameriprise
Minnesota
$326M +$17.6M +156,688 +6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$299M -$58.3M -520,645 -16%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$299M +$305M +2,727,234 New
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$285M +$49.3M +440,056 +20%
Capital World Investors
11
Capital World Investors
California
$262M -$74.4M -664,100 -22%
Millennium Management
12
Millennium Management
New York
$254M -$6.9M -61,573 -3%
Invesco
13
Invesco
Georgia
$238M -$419K -3,739 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$232M +$8.48M +75,749 +4%
Franklin Resources
15
Franklin Resources
California
$216M -$93.4K -834 -0%
Northern Trust
16
Northern Trust
Illinois
$209M -$5.43M -48,510 -2%
ZP
17
Zimmer Partners
New York
$185M +$23.6M +210,300 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$181M -$7.07M -63,092 -4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$173M +$5.23M +46,737 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$171M +$972K +8,682 +0.6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$168M -$7.24M -64,676 -4%
Boston Partners
22
Boston Partners
Massachusetts
$166M -$55.5M -495,233 -25%
Jennison Associates
23
Jennison Associates
New York
$134M +$8.84M +78,905 +7%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$134M -$7.05M -62,979 -5%
Bank of America
25
Bank of America
North Carolina
$133M +$16M +142,750 +13%

DTE Hedge Fund Activity: Q1 2023 in Review

726 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2023, worth a combined $16.9B — down 5.4% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DTE and 63 opened new positions — a net loss of 19 holders — while 247 trimmed existing stakes and 263 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $87.1M.

  • 726 institutional investors held DTE Energy (DTE) as of Q1 2023, down from 769 in Q4 2022.
  • Funds reported $16.9B of DTE Energy stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 63 funds opened new DTE Energy positions in Q1 2023 and 82 closed out, a net change of -19 holders.
  • The largest DTE Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $305M added.
  • The largest DTE Energy seller in Q1 2023 was JP Morgan Chase, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2023.