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DTE Energy

712 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $21.9M

0.69% more ownership

Funds ownership: 74.79%75.48% (+0.69%)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

8% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 77

3% less funds holding

Funds holding: 731712 (-19)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
712
Holders Change
-19
Holders Change %
-2.6%
% of All Funds
11.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
248
Reduced
250
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5B -$79.3M -736,976 -3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.04B +$333M +3,098,203 +18%
BlackRock
3
BlackRock
New York
$1.78B -$138M -1,280,965 -7%
State Street
4
State Street
Massachusetts
$992M -$41.1M -381,926 -4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$763M +$377M +3,505,431 +84%
Ameriprise
6
Ameriprise
Minnesota
$509M +$78M +724,561 +16%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$463M +$81.2M +754,659 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$439M +$10.1M +94,216 +2%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$298M +$323M +3,000,926 New
Capital World Investors
10
Capital World Investors
California
$237M
Invesco
11
Invesco
Georgia
$221M +$14.8M +137,960 +7%
Morgan Stanley
12
Morgan Stanley
New York
$212M +$2.91M +27,025 +1%
Franklin Resources
13
Franklin Resources
California
$210M +$158K +1,466 +0.1%
Northern Trust
14
Northern Trust
Illinois
$191M +$3M +27,891 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$177M -$25.9M -240,744 -12%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$163M -$2.64M -24,537 -1%
Legal & General Group
17
Legal & General Group
United Kingdom
$153M -$5.08M -47,241 -3%
Boston Partners
18
Boston Partners
Massachusetts
$151M +$171K +1,591 +0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$150M -$6.71M -62,405 -4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$122M +$2.93M +27,216 +2%
Jennison Associates
21
Jennison Associates
New York
$122M -$163K -1,515 -0.1%
Charles Schwab
22
Charles Schwab
California
$117M +$945K +8,783 +0.7%
Bank of America
23
Bank of America
North Carolina
$112M +$10.8M +99,999 +10%
Cohen & Steers
24
Cohen & Steers
New York
$97.4M -$1.73M -16,096 -2%
DPIM
25
Duff & Phelps Investment Management
Illinois
$91.8M -$851K -7,913 -0.8%

DTE Hedge Fund Activity: Q3 2023 in Review

712 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2023, worth a combined $15.5B — down 8.9% from $17B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DTE and 71 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 248 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $377M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $167M sold.

  • 712 institutional investors held DTE Energy (DTE) as of Q3 2023, down from 731 in Q2 2023.
  • Funds reported $15.5B of DTE Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 71 funds opened new DTE Energy positions in Q3 2023 and 77 closed out, a net change of -6 holders.
  • The largest DTE Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M added.
  • The largest DTE Energy seller in Q3 2023 was Point72 Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.