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DT Midstream

466 hedge funds and large institutions have $4.81B invested in DT Midstream in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,966% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $299K

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $4.39B → $4.81B (+$420M)

8% more funds holding

Funds holding: 430466 (+36)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 146

1.19% less ownership

Funds ownership: 82.52%81.33% (-1.2%)

Holders
466
Holders Change
+36
Holders Change %
+8.37%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
132
Reduced
146
Closed
31
Calls
$15.1M
Puts
$299K
Net Calls
+$14.8M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$25.5K +$5.57K +100 +32%
CWP
352
Concord Wealth Partners
Virginia
$25.1K
TIM
353
Tortoise Investment Management
New York
$23.5K +$10.5K +189 +96%
SAM
354
Smartleaf Asset Management
Massachusetts
$23K +$21.5K +386 New
EIM
355
Essex Investment Management
Massachusetts
$22.4K
RA
356
Rise Advisors
New York
$20.1K +$14.2K +255 +345%
AWM
357
Atticus Wealth Management
Florida
$19.4K
LI
358
LRI Investments
Florida
$19K +$17.3K +311 New
GWM
359
Geneos Wealth Management
Colorado
$18.8K +$835 +15 +5%
GRP
360
Global Retirement Partners
California
$17.1K -$56 -1 -0.4%
PS
361
Principal Securities
Iowa
$16.8K +$334 +6 +2%
AWM
362
AllSquare Wealth Management
New York
$16.7K
AFWM
363
Abich Financial Wealth Management
Virginia
$16.6K
SWA
364
SOA Wealth Advisors
New York
$15.8K +$167 +3 +1%
CA
365
Crewe Advisors
Utah
$15.5K
OC
366
Oakworth Capital
Alabama
$15.5K -$10.2K -184 -42%
VWM
367
Venturi Wealth Management
Texas
$15.5K
GGI
368
Godsey & Gibb Inc
Virginia
$15.3K
LCM
369
Logan Capital Management
Pennsylvania
$15.3K
T
370
Tidemark
California
$15.3K
CAM
371
Creekmur Asset Management
Illinois
$15.2K +$167 +3 +1%
VCM
372
Versant Capital Management
Arizona
$14.9K
SPIA
373
Steward Partners Investment Advisory
New York
$14.7K -$2.78K -50 -17%
AF
374
Allworth Financial
California
$14.5K -$835 -15 -6%
ANBT
375
American National Bank & Trust
Texas
$14.3K

DTM Hedge Fund Activity: Q1 2024 in Review

466 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DT Midstream (DTM) for Q1 2024, worth a combined $4.81B — up 9.6% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DTM positions and 31 closed out — a net gain of 38 holders — while 132 added to existing stakes and 146 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $40.6M. The largest seller was Morgan Stanley, cutting an estimated $54.9M.

  • 466 institutional investors held DT Midstream (DTM) as of Q1 2024, up from 430 in Q4 2023.
  • Funds reported $4.81B of DT Midstream stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 69 funds opened new DT Midstream positions in Q1 2024 and 31 closed out, a net change of +38 holders.
  • The largest DT Midstream buyer in Q1 2024 was Neuberger Berman Group, an estimated $40.6M added.
  • The largest DT Midstream seller in Q1 2024 was Morgan Stanley, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2024.