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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$5.52M +$222K +3,053 +4%
Barrow, Hanley, Mewhinney & Strauss
302
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.28M
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$5.25M -$1.64M -22,572 -25%
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$5.24M -$393K -5,413 -7%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$5.15M +$132K +1,820 +3%
NB
306
Norinchukin Bank
Japan
$5.09M +$17.6K +242 +0.4%
Allianz Asset Management
307
Allianz Asset Management
Germany
$5.09M +$3.03M +41,762 +165%
JG
308
Jefferies Group
New York
$5.02M +$918K +12,638 +24%
BAM
309
Bruderman Asset Management
New York
$5M +$114K +1,571 +2%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$5M +$53K +729 +1%
OCM
311
One Capital Management
California
$4.96M +$251K +3,455 +6%
S
312
Seeyond
France
$4.86M +$605K +8,330 +15%
SHA
313
Seneca House Advisors
Virginia
$4.84M +$102K +1,408 +2%
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$4.74M +$3.58M +49,244 +373%
KIA
315
KCM Investment Advisors
California
$4.74M +$140K +1,921 +3%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$4.73M -$545K -7,500 -11%
CB
317
Community Bank
New York
$4.73M +$92.3K +1,271 +2%
DHFB
318
Dixon Hubard Feinour & Brown
Virginia
$4.67M +$2.12M +29,124 +93%
IAA
319
Independent Advisor Alliance
North Carolina
$4.66M -$636K -8,759 -12%
CAM
320
Carret Asset Management
New York
$4.61M +$1.02K +14 +0%
PI
321
PGGM Investments
Netherlands
$4.58M -$2.61M -35,928 -37%
OPTFSNA
322
Old Point Trust & Financial Services N A
Virginia
$4.58M +$113K +1,550 +3%
SWP
323
Stratos Wealth Partners
Ohio
$4.57M -$570K -7,854 -12%
BWL
324
Bogart Wealth LLC
Virginia
$4.5M +$1.51M +20,723 +54%
UB
325
UMB Bank
Missouri
$4.49M -$886K -12,194 -17%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.