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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
PGAM
251
Princeton Global Asset Management
New Jersey
$132K -$13K -250 -9%
PA
252
Parallel Advisors
California
$117K +$42.1K +812 +52%
LFG
253
Larson Financial Group
Missouri
$111K -$3.21K -62 -3%
CAL
254
Capital Advisors Ltd
Ohio
$109K +$518 +10 +0.5%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$106K +$7.46K +144 +7%
CFFP
256
Center for Financial Planning
Michigan
$104K +$9.64K +186 +10%
IWP
257
Icon Wealth Partners
Texas
$103K +$108K +2,078 New
SC
258
Stephens Consulting
Michigan
$96.8K
NSIM
259
North Star Investment Management
Illinois
$96K -$56.6K -1,092 -36%
C
260
Covestor
United Kingdom
$91K +$12.2K +235 +15%
SIC
261
SJS Investment Consulting
Ohio
$90.5K -$726 -14 -0.8%
CTC
262
Central Trust Company
Missouri
$84.2K
RWPA
263
Richard W. Paul & Associates
Michigan
$83.9K
S
264
SignatureFD
Georgia
$74.6K +$25K +482 +47%
GWSG
265
GPS Wealth Strategies Group
Colorado
$73.4K +$77.1K +1,487 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$60K -$3.68K -71 -6%
HI
267
Harbour Investments
Wisconsin
$58.1K +$9.85K +190 +19%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$58K +$4.87K +94 +9%
CA
269
Clearstead Advisors
Ohio
$57.3K
TWA
270
TCI Wealth Advisors
Arizona
$56.2K +$4.2K +81 +8%
QCG
271
Quadrant Capital Group
Ohio
$55.4K +$23K +444 +66%
IGWM
272
ICA Group Wealth Management
Colorado
$53.1K
GI
273
Gradient Investments
Minnesota
$52.4K -$13.2K -255 -19%
MA
274
MCF Advisors
Kentucky
$50.3K
BHWM
275
Beaird Harris Wealth Management
Texas
$45.9K

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.