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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
BNP Paribas Asset Management
301
BNP Paribas Asset Management
France
$4.69M +$213K +2,787 +5%
AFG
302
Albion Financial Group
Utah
$4.67M +$22.1K +290 +0.5%
CIA
303
Capital Investment Advisors
Georgia
$4.59M +$225K +2,953 +5%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$4.55M +$84.6K +1,110 +2%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$4.55M
FSA
306
Franklin Street Advisors
North Carolina
$4.5M -$696K -9,134 -13%
AAS
307
Avantax Advisory Services
Texas
$4.5M +$670K +8,781 +17%
CCP
308
Corient Capital Partners
California
$4.39M +$77.6K +1,018 +2%
CAM
309
Carret Asset Management
New York
$4.36M -$61K -800 -1%
CB
310
Community Bank
New York
$4.31M -$279K -3,660 -6%
MHI
311
Miller Howard Investments
New York
$4.29M -$518K -6,790 -10%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$4.25M -$399K -5,235 -8%
CS
313
Candriam SCA
Luxembourg
$4.18M
EMPI
314
Elo Mutual Pension Insurance
Finland
$4.11M
BF
315
BOK Financial
Oklahoma
$4.09M +$4.27M +55,974 New
SWP
316
Stratos Wealth Partners
Ohio
$4.08M -$299K -3,922 -7%
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.08M -$67.5K -885 -2%
Barrow, Hanley, Mewhinney & Strauss
318
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.04M -$130K -1,704 -3%
NCM
319
Narwhal Capital Management
Georgia
$4.02M -$83.6K -1,097 -2%
TF
320
TIAA FSB
Florida
$4M -$79.1K -1,037 -2%
FNFDCM
321
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.97M -$21K -275 -0.5%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$3.94M -$33.4K -438 -0.8%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$3.86M -$97.1K -1,273 -2%
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$3.85M -$68.6K -900 -2%
UB
325
UMB Bank
Missouri
$3.83M -$67.8K -889 -2%

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.