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DT Midstream

417 hedge funds and large institutions have $3.89B invested in DT Midstream in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

541% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $227K

16% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 124

2.16% more ownership

Funds ownership: 79.2%81.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 434417 (-17)

6% less capital invested

Capital invested by funds: $4.14B → $3.89B (-$244M)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

Holders
417
Holders Change
-17
Holders Change %
-3.92%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
144
Reduced
124
Closed
59
Calls
$1.46M
Puts
$227K
Net Calls
+$1.23M
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$283K -$159K -3,060 -35%
SIA
227
Strategic Investment Advisors
Michigan
$282K +$11.1K +214 +4%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$266K +$280K +5,396 New
US Bancorp
229
US Bancorp
Minnesota
$264K -$14.3K -275 -5%
SWM
230
Sculati Wealth Management
Michigan
$261K -$2.07K -40 -0.8%
TA
231
TFG Advisers
Michigan
$244K +$1.61K +31 +0.6%
SCM
232
Shelton Capital Management
Colorado
$240K -$11.2K -216 -4%
SFA
233
Sequoia Financial Advisors
Ohio
$238K +$8.96K +173 +4%
API
234
Advisor Partners II
California
$236K +$1.3K +25 +0.5%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$234K +$17.4K +336 +8%
PMFA
236
Plante Moran Financial Advisors
Michigan
$227K
KAS
237
Kestra Advisory Services
Texas
$226K -$141K -2,721 -37%
CL
238
CSS LLC
Illinois
$221K -$22.3K -431 -9%
JF
239
Jump Financial
Illinois
$213K +$224K +4,322 New
ZIM
240
Zacks Investment Management
Illinois
$206K +$216K +4,177 New
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$206K +$216K +4,175 New
SS
242
Simplicity Solutions
Minnesota
$205K +$215K +4,148 New
RFC
243
Regions Financial Corp
Alabama
$204K
QT
244
Quantbot Technologies
New York
$196K +$206K +3,980 New
KBC Group
245
KBC Group
Belgium
$188K -$17.4K -335 -8%
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$185K
ASN
247
Advisory Services Network
Georgia
$184K +$36.4K +703 +23%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$172K +$51K +984 +40%
HNB
249
Huntington National Bank
Ohio
$170K +$17.4K +335 +11%
CSS
250
Cubist Systematic Strategies
Connecticut
$137K -$1.35M -26,012 -90%

DTM Hedge Fund Activity: Q1 2023 in Review

417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DT Midstream (DTM) for Q1 2023, worth a combined $3.89B — down 5.9% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of DTM and 48 opened new positions — a net loss of 11 holders — while 124 trimmed existing stakes and 144 added.

The largest buyer was JP Morgan Chase, adding an estimated $74M. The largest seller was Capital Research Global Investors, cutting an estimated $79.2M.

  • 417 institutional investors held DT Midstream (DTM) as of Q1 2023, down from 434 in Q4 2022.
  • Funds reported $3.89B of DT Midstream stock for Q1 2023, down 5.9% quarter-over-quarter.
  • 48 funds opened new DT Midstream positions in Q1 2023 and 59 closed out, a net change of -11 holders.
  • The largest DT Midstream buyer in Q1 2023 was JP Morgan Chase, an estimated $74M added.
  • The largest DT Midstream seller in Q1 2023 was Capital Research Global Investors, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2023.