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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
BlackRock
1
BlackRock
New York
$657M +$6.33M +113,762 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M -$3.5M -62,880 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M +$27.9M +501,326 +15%
EIP
4
Energy Income Partners
Connecticut
$198M -$12.8M -230,409 -7%
State Street
5
State Street
Massachusetts
$194M +$5.49M +98,657 +3%
Deutsche Bank
6
Deutsche Bank
Germany
$174M +$5.04M +90,627 +3%
Goldman Sachs
7
Goldman Sachs
New York
$172M -$21.4M -384,643 -12%
Mitsubishi UFJ Trust & Banking
8
Mitsubishi UFJ Trust & Banking
Japan
$144M +$2.08M +37,463 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$124M +$9.35M +168,003 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$107M +$3.33M +59,831 +4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$96.3M
First Trust Advisors
12
First Trust Advisors
Illinois
$89M -$3.74M -67,162 -4%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$80.9M -$11.2M -200,440 -13%
Franklin Resources
14
Franklin Resources
California
$78.4M -$17.5M -315,115 -20%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$76.2M -$197K -3,535 -0.3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$73.7M +$40.6M +730,066 +153%
Norges Bank
17
Norges Bank
Norway
$73.6M +$4.48M +80,592 +7%
Invesco
18
Invesco
Georgia
$69.4M +$15.3M +275,395 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$68.9M -$4.15M -74,527 -6%
Morgan Stanley
20
Morgan Stanley
New York
$68.3M -$54.9M -985,998 -47%
TCA
21
Tortoise Capital Advisors
Kansas
$58.9M +$5.35M +96,128 +11%
WHRC
22
W.H. Reaves & Co
New Jersey
$56.5M -$708K -12,730 -1%
Charles Schwab
23
Charles Schwab
California
$53.5M +$1.86M +33,406 +4%
KACA
24
Kayne Anderson Capital Advisors
California
$44.1M -$2.73M -48,972 -6%
Northern Trust
25
Northern Trust
Illinois
$42.7M -$3.67M -65,991 -9%

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.