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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
326
Strategic Wealth Partners
Ohio
$2.53M -$20.2K -371 -0.8%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$2.47M -$467K -8,589 -15%
GAM
328
Gotham Asset Management
New York
$2.47M +$586K +10,787 +29%
AOWM
329
Alpha Omega Wealth Management
Virginia
$2.46M +$27.8K +512 +1%
HFM
330
Hartford Financial Management
Connecticut
$2.38M +$191K +3,505 +8%
CA
331
Cetera Advisors
Colorado
$2.33M +$200K +3,683 +9%
BRWA
332
B. Riley Wealth Advisors
Florida
$2.32M +$262K +4,819 +12%
Nordea Investment Management
333
Nordea Investment Management
Sweden
$2.32M +$63.4K +1,167 +3%
ATC
334
Argent Trust Co
Tennessee
$2.31M +$205K +3,767 +9%
BFA
335
Bill Few Associates
Pennsylvania
$2.31M +$70.7K +1,300 +3%
BFIM
336
Beese Fulmer Investment Management
Ohio
$2.28M -$99.3K -1,827 -4%
VRM
337
Vectors Research Management
New York
$2.27M -$693K -12,747 -23%
VAS
338
Vestmark Advisory Solutions
Massachusetts
$2.27M -$23.6K -434 -1%
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$2.27M -$16K -295 -0.7%
MGP
340
Metis Global Partners
California
$2.26M +$948K +17,439 +67%
PI
341
PineBridge Investments
New York
$2.25M +$2.28M +41,854 +2,560%
Simplex Trading
342
Simplex Trading
Illinois
$2.24M -$1.69M -31,047 -42%
NC
343
NovaPoint Capital
Georgia
$2.23M +$21.7K +400 +0.9%
GLLW
344
Graves Light Lenhart Wealth
Virginia
$2.23M -$37.7K -693 -2%
DILIC
345
Dai-ichi Life Insurance Company
Japan
$2.21M -$5.1M -93,776 -69%
PCIA
346
Prime Capital Investment Advisors
Kansas
$2.21M +$1.55M +28,532 +203%
HPWA
347
Hall Private Wealth Advisors
North Carolina
$2.21M -$126K -2,319 -5%
SP
348
SWS Partners
Ohio
$2.16M +$83.2K +1,531 +4%
ECM
349
Exchange Capital Management
Michigan
$2.15M +$4.19K +77 +0.2%
HF
350
HRT Financial
New York
$2.14M +$2.25M +41,339 New

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.