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DT Midstream

430 hedge funds and large institutions have $4.39B invested in DT Midstream in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 142 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $329K

128% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 29

8% more funds holding

Funds holding: 399430 (+31)

5% more capital invested

Capital invested by funds: $4.19B → $4.39B (+$203M)

0.95% more ownership

Funds ownership: 81.57%82.52% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 142

Holders
430
Holders Change
+31
Holders Change %
+7.77%
% of All Funds
6.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
120
Reduced
142
Closed
29
Calls
$1.27M
Puts
$329K
Net Calls
+$942K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
301
Financial Perspectives
Minnesota
$33.7K
LC
302
Lindbrook Capital
California
$33.4K -$624K -11,339 -95%
KFS
303
Kelly Financial Services
Massachusetts
$32.7K +$55 +1 +0.2%
IGWM
304
ICA Group Wealth Management
Colorado
$31.5K +$31.7K +575 New
WTA
305
Washington Trust Advisors
Massachusetts
$30.7K
FHA
306
First Horizon Advisors
Tennessee
$28.2K -$23.8K -432 -46%
HPC
307
HM Payson & Co
Maine
$27.7K
GWSG
308
GPS Wealth Strategies Group
Colorado
$27.6K -$35.2K -639 -56%
HSA
309
Hussman Strategic Advisors
Maryland
$27.4K
SS
310
Sunbelt Securities
Texas
$27.4K
FFA
311
Farther Finance Advisors
California
$26.1K +$2.86K +52 +12%
CWM
312
Cranbrook Wealth Management
Michigan
$25.7K
PCFFS
313
Pacific Center for Financial Services
California
$25.2K
CCMI
314
Creative Capital Management Investments
California
$25K
WIA
315
Wetzel Investment Advisors
Indiana
$25K +$24.9K +453 New
HWA
316
HHM Wealth Advisors
Tennessee
$24.7K +$24.8K +450 New
OC
317
Oakworth Capital
Alabama
$23.9K
SA
318
Scarborough Advisors
Maryland
$23.9K +$24K +436 New
Allspring Global Investments
319
Allspring Global Investments
North Carolina
$23.5K -$5.62K -102 -19%
GWS
320
Glassman Wealth Services
Virginia
$23.3K -$55 -1 -0.2%
CWP
321
Concord Wealth Partners
Virginia
$22.5K
BWM
322
BKM Wealth Management
Wisconsin
$21.9K +$22K +400 New
SWM
323
Spire Wealth Management
Virginia
$21.2K +$275 +5 +1%
EIM
324
Essex Investment Management
Massachusetts
$20.1K
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.1K +$19K +345 New

DTM Hedge Fund Activity: Q4 2023 in Review

430 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DT Midstream (DTM) for Q4 2023, worth a combined $4.39B — up 4.8% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DTM positions and 29 closed out — a net gain of 37 holders — while 120 added to existing stakes and 142 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $104M. The largest seller was Zimmer Partners, cutting an estimated $74.3M.

  • 430 institutional investors held DT Midstream (DTM) as of Q4 2023, up from 399 in Q3 2023.
  • Funds reported $4.39B of DT Midstream stock for Q4 2023, up 4.8% quarter-over-quarter.
  • 66 funds opened new DT Midstream positions in Q4 2023 and 29 closed out, a net change of +37 holders.
  • The largest DT Midstream buyer in Q4 2023 was Deutsche Bank, an estimated $104M added.
  • The largest DT Midstream seller in Q4 2023 was Zimmer Partners, an estimated $74.3M sold.

Based on aggregated 13F filings for Q4 2023.