We are live on ! Find out more
D icon

Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
351
SG Americas Securities
New York
$3.41M -$717K -8,876 -15%
AIM
352
Anchor Investment Management
South Carolina
$3.4M -$233K -2,882 -6%
BFIM
353
Beese Fulmer Investment Management
Ohio
$3.37M +$135K +1,670 +4%
SOAMC
354
Spirit of America Management Corp
New York
$3.32M -$80.7K -1,000 -2%
Wolverine Trading
355
Wolverine Trading
Illinois
$3.31M +$3.76M +46,601 New
DIA
356
Dean Investment Associates
Ohio
$3.3M +$74K +917 +2%
PFS
357
Prospera Financial Services
Texas
$3.3M +$2.02M +25,073 +111%
EIP
358
Epoch Investment Partners
New York
$3.23M -$50.5M -625,366 -93%
WCM
359
Windward Capital Management
California
$3.23M +$24.3K +301 +0.6%
BFM
360
Boothbay Fund Management
New York
$3.21M +$2.43M +30,123 +185%
BCFS
361
Butensky & Cohen Financial Security
Florida
$3.16M +$219K +2,713 +6%
MCC
362
Money Concepts Capital
Florida
$3.11M +$996K +12,334 +38%
UCFA
363
United Capital Financial Advisors
Texas
$3.08M -$233K -2,886 -6%
VNIM
364
Vaughan Nelson Investment Management
Texas
$3.06M
SC
365
SouthState Corp
Florida
$3.06M -$9.93K -123 -0.3%
GLLW
366
Graves Light Lenhart Wealth
Virginia
$3.05M -$13.9K -172 -0.4%
HFM
367
Hartford Financial Management
Connecticut
$3.03M -$53K -656 -1%
S
368
Seeyond
France
$3M -$147K -1,819 -4%
CTC
369
Central Trust Company
Missouri
$2.99M -$39.7K -492 -1%
AMG
370
Advisors Management Group
Wisconsin
$2.98M -$24.9K -309 -0.7%
KBC Group
371
KBC Group
Belgium
$2.96M +$163K +2,021 +5%
TC
372
TownSquare Capital
Utah
$2.95M +$333K +4,126 +11%
BFS
373
Bradley Foster & Sargent
Connecticut
$2.94M +$15.3K +190 +0.4%
TF
374
TIAA FSB
Florida
$2.94M -$56.9K -705 -2%
BPA
375
Beacon Pointe Advisors
California
$2.93M -$77.1K -955 -2%

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.