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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
251
First National Trust
Pennsylvania
$7.37M +$48.1K +639 +0.7%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$7.27M -$8.39M -111,488 -55%
MLICM
253
Metropolitan Life Insurance Company (MetLife)
New York
$7.27M -$192K -2,546 -3%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$7.14M -$129K -1,710 -2%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$7.06M +$272K +3,620 +4%
TCOV
256
Trust Company of Vermont
Vermont
$7.02M +$288K +3,821 +4%
HPWA
257
Hall Private Wealth Advisors
North Carolina
$7M -$755K -10,039 -10%
SOAMC
258
Spirit of America Management Corp
New York
$6.83M -$677K -9,000 -9%
PAM
259
Panagora Asset Management
Massachusetts
$6.8M -$435K -5,781 -6%
NAM
260
Nissay Asset Management
Japan
$6.79M +$217K +2,885 +3%
SAM
261
Silvercrest Asset Management
New York
$6.78M -$178K -2,367 -3%
MAM
262
Martingale Asset Management
Massachusetts
$6.73M -$97.8K -1,300 -1%
AI
263
Atria Investments
North Carolina
$6.72M +$158K +2,095 +3%
ISL
264
Ingalls & Snyder LLC
New York
$6.69M -$112K -1,486 -2%
MHI
265
Miller Howard Investments
New York
$6.69M +$1.99M +26,402 +45%
William Blair & Company
266
William Blair & Company
Illinois
$6.6M +$1.23M +16,298 +24%
SA
267
Strategic Advisors
New York
$6.6M +$4.17M +55,398 +193%
CCM
268
Covington Capital Management
California
$6.6M -$173K -2,300 -3%
M
269
MOTCO
Texas
$6.56M +$130K +1,728 +2%
4WM
270
44 Wealth Management
Oregon
$6.5M +$5.94M +78,887 +2,072%
BWL
271
Bogart Wealth LLC
Virginia
$6.48M +$419K +5,573 +7%
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$6.39M -$562K -7,467 -8%
NC
273
Nicholas Company
Wisconsin
$6.38M -$52.7K -700 -0.9%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$6.34M -$430K -5,715 -7%
CG
275
Colony Group
Massachusetts
$6.32M -$438K -5,821 -7%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.