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Dominion Energy

1,349 hedge funds and large institutions have $37B invested in Dominion Energy in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 502 increasing their positions, 488 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $373M | Put options by funds: $168M

114% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $31.1B → $37B (+$5.92B)

6% more funds holding

Funds holding: 1,2731,349 (+76)

3% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 488

0.86% more ownership

Funds ownership: 75.69%76.55% (+0.86%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
1,349
Holders Change
+76
Holders Change %
+5.97%
% of All Funds
19.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
165
Increased
502
Reduced
488
Closed
77
Calls
$373M
Puts
$168M
Net Calls
+$205M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Capital Investment Advisors
Georgia
$4.31M +$11.5K +211 +0.3%
DZ Bank
252
DZ Bank
Germany
$4.28M +$1.67M +30,647 +71%
BCCM
253
Bridge Creek Capital Management
Massachusetts
$4.25M -$29.1K -532 -0.7%
MML Investors Services
254
MML Investors Services
Massachusetts
$4.2M -$1.4M -25,651 -26%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$4.17M +$54.6K +1,000 +1%
CAM
256
Cresset Asset Management
Illinois
$4.15M +$85.3K +1,562 +2%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$4.15M -$9.29K -170 -0.2%
RVM
258
Robinson Value Management
Texas
$4.14M +$17.9K +327 +0.5%
SL
259
Salomon & Ludwin
Virginia
$4.14M -$77.4K -1,416 -2%
OAM
260
Occidental Asset Management
California
$4.04M +$3.82M +69,976 New
AWM
261
Axxcess Wealth Management
California
$4.01M -$650K -11,904 -15%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$4.01M -$96K -1,758 -2%
OC
263
Oppenheimer & Co
New York
$4.01M +$704K +12,890 +23%
SP
264
Stablepoint Partners
Massachusetts
$4M +$40.1K +734 +1%
CA
265
Carson Advisory
Georgia
$3.97M +$49.1K +898 +1%
MGP
266
Metis Global Partners
California
$3.97M +$912K +16,695 +32%
RC
267
Resolution Capital
Australia
$3.96M +$2.22M +40,570 +145%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$3.95M +$476K +8,706 +15%
MWAM
269
Manhattan West Asset Management
California
$3.92M +$227K +4,157 +7%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$3.9M +$233K +4,272 +7%
IAA
271
Independent Advisor Alliance
North Carolina
$3.9M +$332K +6,078 +10%
BMCM
272
Bryn Mawr Capital Management
Pennsylvania
$3.87M -$312K -5,709 -8%
LOAMS
273
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.83M +$1.1M +20,201 +44%
GIBU
274
Gulf International Bank (UK)
United Kingdom
$3.82M -$154K -2,825 -4%
TI
275
TrueMark Investments
Illinois
$3.79M +$3.58M +65,591 New

D Hedge Fund Activity: Q3 2024 in Review

1,349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2024, worth a combined $37B — up 19% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new D positions and 77 closed out — a net gain of 88 holders — while 502 added to existing stakes and 488 trimmed.

The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Federated Hermes, cutting an estimated $188M.

  • 1,349 institutional investors held Dominion Energy (D) as of Q3 2024, up from 1,273 in Q2 2024.
  • Funds reported $37B of Dominion Energy stock for Q3 2024, up 19% quarter-over-quarter.
  • 165 funds opened new Dominion Energy positions in Q3 2024 and 77 closed out, a net change of +88 holders.
  • The largest Dominion Energy buyer in Q3 2024 was BlackRock, an estimated $284M added.
  • The largest Dominion Energy seller in Q3 2024 was Federated Hermes, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2024.