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Dominion Energy

1,223 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 476 increasing their positions, 480 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $426M | Put options by funds: $197M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

7% more capital invested

Capital invested by funds: $29.1B → $31.2B (+$2.14B)

1.83% more ownership

Funds ownership: 73.96%75.79% (+1.8%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 480

1% less funds holding

Funds holding: 1,2341,223 (-11)

Holders
1,223
Holders Change
-11
Holders Change %
-0.89%
% of All Funds
17.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
117
Increased
476
Reduced
480
Closed
114
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Capital Investment Advisors
Georgia
$3.72M -$181K -3,865 -5%
OPTFSNA
252
Old Point Trust & Financial Services N A
Virginia
$3.67M -$83.3K -1,784 -2%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$3.64M -$432K -9,246 -11%
BCCM
254
Bridge Creek Capital Management
Massachusetts
$3.6M +$200K +4,292 +6%
PGFC
255
Peapack-Gladstone Financial Corp
New Jersey
$3.56M -$79.8K -1,709 -2%
JF
256
Jump Financial
Illinois
$3.53M +$3.09M +66,147 +1,171%
RVM
257
Robinson Value Management
Texas
$3.52M -$903K -19,339 -21%
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$3.52M -$1.52M -32,557 -31%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$3.5M +$3.33M +71,227 New
MWAM
260
Manhattan West Asset Management
California
$3.49M +$382K +8,175 +13%
GIBU
261
Gulf International Bank (UK)
United Kingdom
$3.41M +$18K +386 +0.6%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$3.34M -$167K -3,585 -5%
RC
263
RBO & Co
California
$3.29M -$849K -18,181 -21%
Simplex Trading
264
Simplex Trading
Illinois
$3.25M +$3.09M +66,105 New
TTWM
265
TCV Trust & Wealth Management
Virginia
$3.19M -$320K -6,856 -10%
XF
266
XML Financial
Maryland
$3.16M -$490K -10,488 -14%
CA
267
Carson Advisory
Georgia
$3.16M +$265K +5,674 +10%
QCM
268
Quantinno Capital Management
New York
$3.15M +$1.71M +36,517 +132%
KRS
269
Kentucky Retirement Systems
Kentucky
$3.13M -$159K -3,404 -5%
KBC Group
270
KBC Group
Belgium
$3.12M +$385K +8,241 +15%
IAA
271
Independent Advisor Alliance
North Carolina
$3.12M +$43.5K +931 +1%
CAM
272
Cresset Asset Management
Illinois
$3.1M +$686K +14,676 +30%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$3.09M
BMCM
274
Bryn Mawr Capital Management
Pennsylvania
$3.05M +$182K +3,894 +7%
SC
275
Sagefield Capital
Texas
$3.05M +$1.2M +25,592 +70%

D Hedge Fund Activity: Q1 2024 in Review

1,223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2024, worth a combined $31.2B — up 7.4% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new D positions and 114 closed out — a net gain of 3 holders — while 476 added to existing stakes and 480 trimmed.

The largest buyer was Vanguard Group, adding an estimated $569M. The largest seller was Morgan Stanley, cutting an estimated $340M.

  • 1,223 institutional investors held Dominion Energy (D) as of Q1 2024, down from 1,234 in Q4 2023.
  • Funds reported $31.2B of Dominion Energy stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 117 funds opened new Dominion Energy positions in Q1 2024 and 114 closed out, a net change of +3 holders.
  • The largest Dominion Energy buyer in Q1 2024 was Vanguard Group, an estimated $569M added.
  • The largest Dominion Energy seller in Q1 2024 was Morgan Stanley, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2024.