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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
AEPWM
401
Atlantic Edge Private Wealth Management
Florida
$2.47K +$2.48K +45 New
AW
402
Avion Wealth
Texas
$2K
AssetMark Inc
403
AssetMark Inc
California
$1.92K +$1.93K +35 New
RDFA
404
Ritter Daniher Financial Advisory
Ohio
$1.86K
TPCW
405
TD Private Client Wealth
New York
$1.86K
LFA
406
Legend Financial Advisors
Pennsylvania
$1.75K
FFA
407
Frazier Financial Advisors
Ohio
$1.64K +$1.65K +30 New
IRC
408
Investors Research Corp
Georgia
$1.37K
S
409
Sachetta
Massachusetts
$1.27K +$1.27K +23 New
AFG
410
Albion Financial Group
Utah
$1.26K
ZB
411
Zions Bancorporation
Utah
$1.21K
FBC
412
Fairfield, Bush & Co
Connecticut
$1.21K +$1.21K +22 New
FMP
413
Financial Management Professionals
Texas
$1K
AIM
414
Anchor Investment Management
South Carolina
$932
RWM
415
Ruedi Wealth Management
Illinois
$712
BGAI
416
Bruce G. Allen Investments
Colorado
$658 +$661 +12 New
MSWM
417
McGlone Suttner Wealth Management
Wisconsin
$658 +$661 +12 New
HIA
418
Harbor Investment Advisory
Maryland
$548
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$548 +$551 +10 New
PWMG
420
Prestige Wealth Management Group
New Jersey
$500
BF
421
BOK Financial
Oklahoma
$383
CJ
422
Caitlin John
Michigan
$280 +$275 +5 New
TC
423
Truvestments Capital
Florida
$274
TFM
424
TFC Financial Management
Massachusetts
$220
TWP
425
TFO Wealth Partners
Ohio
$219