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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$8.81M +$3.53M +46,310 +62%
AIMCA
227
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.64M -$3.8M -49,800 -30%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$8.55M +$349K +4,579 +4%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$8.54M +$878K +11,520 +11%
ODCM
230
Old Dominion Capital Management
Virginia
$8.29M +$41.5K +544 +0.5%
Holocene Advisors
231
Holocene Advisors
New York
$8.27M -$56.4M -739,273 -87%
CAN
232
Cetera Advisor Networks
California
$8.18M +$1.16M +15,241 +16%
DILIC
233
Dai-ichi Life Insurance Company
Japan
$8.15M -$181K -2,376 -2%
SCA
234
Stonebridge Capital Advisors
Minnesota
$8.13M -$7.24M -94,952 -46%
II
235
IFM Investors
Australia
$8.02M +$470K +6,158 +6%
EIA
236
Edgemoor Investment Advisors
Maryland
$7.97M -$1.14M -15,005 -12%
Squarepoint
237
Squarepoint
New York
$7.75M -$2.23M -29,189 -22%
MOACM
238
Mutual of America Capital Management
New York
$7.75M +$61.4K +805 +0.8%
WFG
239
Wills Financial Group
Virginia
$7.62M -$90.4K -1,185 -1%
IIM
240
Intact Investment Management
Quebec, Canada
$7.47M
BFA
241
Bragg Financial Advisors
North Carolina
$7.37M +$246K +3,228 +3%
TCA
242
Tortoise Capital Advisors
Kansas
$7.34M +$39.4K +517 +0.5%
HPWA
243
Hall Private Wealth Advisors
North Carolina
$7.24M +$1.23M +16,176 +19%
CA
244
Callahan Advisors
Texas
$7.19M +$404K +5,301 +6%
H
245
HoyleCohen
California
$7.19M -$156K -2,042 -2%
MML Investors Services
246
MML Investors Services
Massachusetts
$7.17M +$1.02M +13,356 +16%
GAM
247
Gotham Asset Management
New York
$7.11M -$6.22M -81,534 -46%
LMIM
248
Lockheed Martin Investment Management
Maryland
$7.08M -$209K -2,735 -3%
SOAMC
249
Spirit of America Management Corp
New York
$7.01M -$328K -4,300 -4%
WBC
250
Westpac Banking Corp
Australia
$7M +$756K +9,912 +12%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.