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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.13B -$130M -1,081,350 -4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.59B -$178M -1,477,941 -7%
BlackRock
3
BlackRock
New York
$2.18B +$6.33M +52,529 +0.3%
State Street
4
State Street
Massachusetts
$1.32B +$79.9M +662,569 +7%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$799M -$16.1M -133,271 -2%
Ameriprise
6
Ameriprise
Minnesota
$745M +$29.3M +242,663 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$615M +$545K +4,517 +0.1%
Capital World Investors
8
Capital World Investors
California
$393M +$27.8M +230,914 +8%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$349M +$7.82M +64,880 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$325M -$65.2M -540,466 -18%
Boston Partners
11
Boston Partners
Massachusetts
$298M +$4.99M +41,426 +2%
Morgan Stanley
12
Morgan Stanley
New York
$273M +$8.81M +73,102 +4%
ClearBridge Investments
13
ClearBridge Investments
New York
$268M -$22.3M -185,012 -8%
Franklin Resources
14
Franklin Resources
California
$257M -$19.5M -161,786 -7%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$256M -$20.3M -168,472 -8%
Northern Trust
16
Northern Trust
Illinois
$224M -$9.69M -80,350 -4%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$214M -$179K -1,483 -0.1%
JP Morgan Chase
18
JP Morgan Chase
New York
$212M -$19.9M -164,998 -9%
Invesco
19
Invesco
Georgia
$211M -$58.6M -485,635 -23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$185M +$2.58M +21,385 +2%
Bank of America
21
Bank of America
North Carolina
$176M -$24.9M -206,188 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$166M -$780K -6,469 -0.5%
Charles Schwab
23
Charles Schwab
California
$164M +$1.8M +14,937 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$146M -$4.79M -39,762 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$127M -$7.04M -58,356 -6%

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.