We are live on ! Find out more
D icon

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
LW
251
Linscomb Wealth
Texas
$6.97M +$246K +3,225 +3%
MLICM
252
Metropolitan Life Insurance Company (MetLife)
New York
$6.94M -$231K -3,028 -3%
SI
253
Stephens Inc
Arkansas
$6.91M +$222K +2,912 +3%
Jacobs Levy Equity Management
254
Jacobs Levy Equity Management
New Jersey
$6.84M -$1.6M -20,985 -18%
FNT
255
First National Trust
Pennsylvania
$6.8M -$66.1K -867 -0.9%
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$6.76M +$566K +7,428 +9%
PAM
257
Panagora Asset Management
Massachusetts
$6.75M -$1.91K -25 -0%
JFL
258
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.74M -$103K -1,356 -1%
N
259
Natixis
France
$6.7M +$1.26M +16,460 +22%
KBC Group
260
KBC Group
Belgium
$6.54M -$6.83M -89,622 -50%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$6.49M +$503K +6,594 +8%
SAM
262
Silvercrest Asset Management
New York
$6.47M -$55.7K -731 -0.8%
VHAM
263
Van Hulzen Asset Management
California
$6.46M +$130K +1,700 +2%
MAM
264
Martingale Asset Management
Massachusetts
$6.35M -$9.3M -121,940 -58%
ISL
265
Ingalls & Snyder LLC
New York
$6.33M -$595K -7,805 -8%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$6.31M +$364K +4,772 +6%
CCM
267
Covington Capital Management
California
$6.3M -$474K -6,222 -7%
CG
268
Colony Group
Massachusetts
$6.3M -$10.8K -142 -0.2%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$6.3M +$6.57M +86,218 New
TCOV
270
Trust Company of Vermont
Vermont
$6.25M +$180K +2,361 +3%
NAM
271
Nissay Asset Management
Japan
$6.1M +$259K +3,402 +4%
AI
272
Atria Investments
North Carolina
$6.1M +$492K +6,454 +8%
SCM
273
Symons Capital Management
Pennsylvania
$6.05M -$471K -6,177 -7%
NC
274
Nicholas Company
Wisconsin
$5.99M +$3.43K +45 +0.1%
HIMCH
275
Hartford Investment Management Co (HIMCO)
Connecticut
$5.97M -$732K -9,603 -11%

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.