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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
KIA
351
KCM Investment Advisors
California
$3.31M -$978K -12,830 -22%
HFM
352
Hartford Financial Management
Connecticut
$3.31M +$39.4K +517 +1%
SWM
353
Spire Wealth Management
Virginia
$3.3M +$193K +2,525 +6%
X
354
Xponance
Pennsylvania
$3.28M -$293K -3,846 -8%
SGI
355
Summit Global Investments
Utah
$3.24M -$2.43M -31,878 -42%
EFIC
356
Eliot Finkel Investment Counsel
California
$3.2M +$239K +3,140 +8%
AMG
357
Advisors Management Group
Wisconsin
$3.19M +$21.9K +287 +0.7%
MCP
358
Martin Capital Partners
Oregon
$3.16M +$22.3K +293 +0.7%
PFS
359
Prospera Financial Services
Texas
$3.16M -$79.7K -1,045 -2%
CTC
360
Central Trust Company
Missouri
$3.13M -$22.1K -290 -0.7%
UCFA
361
United Capital Financial Advisors
Texas
$3.12M -$616K -8,077 -16%
GIM
362
Goelzer Investment Management
Indiana
$3.1M -$62.7K -822 -2%
SC
363
SouthState Corp
Florida
$3.09M -$5.95K -78 -0.2%
SDIC
364
South Dakota Investment Council
South Dakota
$3.08M
BCFS
365
Butensky & Cohen Financial Security
Florida
$3.07M +$25.5K +334 +0.8%
QC
366
Quadrature Capital
United Kingdom
$3.06M +$28.5K +374 +0.9%
Assenagon Asset Management
367
Assenagon Asset Management
Luxembourg
$3.06M -$4.07M -53,381 -56%
CGH
368
Crossmark Global Holdings
Texas
$3.05M +$7.63K +100 +0.2%
SFI
369
Siemens Fonds Invest
Germany
$3.03M +$90.1K +1,182 +3%
VLKIM
370
Van Lanschot Kempen Investment Management
Netherlands
$3.02M +$1.5M +19,735 +91%
CCG
371
Cypress Capital Group
Florida
$3.01M -$207K -2,721 -6%
BFS
372
Bradley Foster & Sargent
Connecticut
$2.98M -$480K -6,297 -13%
FVWA
373
Foster Victor Wealth Advisors
South Carolina
$2.95M +$187K +2,451 +6%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$2.94M +$117K +1,533 +4%
NMIMC
375
Northwestern Mutual Investment Management Company
Wisconsin
$2.93M +$266K +3,483 +10%

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.