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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
SWP
326
Stratos Wealth Partners
Ohio
$4.23M -$153K -2,037 -4%
IPAM
327
ICICI Prudential Asset Management
India
$4.19M +$4.02M +53,374 New
TRCT
328
Tower Research Capital (TRC)
New York
$4.18M +$2.04M +27,102 +104%
BCCM
329
Bridge Creek Capital Management
Massachusetts
$4.17M +$50.9K +677 +1%
VWA
330
Visionary Wealth Advisors
Illinois
$4.11M +$194K +2,575 +5%
AIM
331
Anchor Investment Management
South Carolina
$4.1M -$12.3K -164 -0.3%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$4.03M -$116K -1,542 -3%
XF
333
XML Financial
Maryland
$4.03M +$218K +2,902 +6%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$3.99M +$37.6K +500 +1%
NEAM
335
New England Asset Management
Connecticut
$3.98M +$335K +4,450 +10%
SAM
336
Synergy Asset Management
Washington
$3.98M +$1.24M +16,470 +48%
PLFAM
337
Pineno Levin & Ford Asset Management
Virginia
$3.95M +$97.1K +1,291 +3%
WAM
338
Wallington Asset Management
Indiana
$3.93M +$57.2K +760 +2%
TFA
339
Toth Financial Advisory
Virginia
$3.92M -$79.2K -1,052 -2%
SWM
340
Spire Wealth Management
Virginia
$3.91M +$350K +4,654 +10%
Mariner
341
Mariner
Kansas
$3.89M +$306K +4,070 +9%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$3.88M -$256K -3,400 -6%
KBC Group
343
KBC Group
Belgium
$3.81M -$3.09M -41,112 -46%
KRS
344
Kentucky Retirement Systems
Kentucky
$3.81M -$13.2K -175 -0.4%
BFIM
345
Beese Fulmer Investment Management
Ohio
$3.76M -$20.2K -268 -0.6%
AOWM
346
Alpha Omega Wealth Management
Virginia
$3.76M +$13.4K +178 +0.4%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$3.73M +$150K +1,992 +4%
SSB
348
Sandy Spring Bank
Maryland
$3.71M +$106K +1,407 +3%
TF
349
TIAA FSB
Florida
$3.69M -$586K -7,793 -14%
GLLW
350
Graves Light Lenhart Wealth
Virginia
$3.68M -$67.3K -894 -2%

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.