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Dominion Energy

1,223 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 476 increasing their positions, 480 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $426M | Put options by funds: $197M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

7% more capital invested

Capital invested by funds: $29.1B → $31.2B (+$2.14B)

1.83% more ownership

Funds ownership: 73.96%75.79% (+1.8%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 480

1% less funds holding

Funds holding: 1,2341,223 (-11)

Holders
1,223
Holders Change
-11
Holders Change %
-0.89%
% of All Funds
17.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
117
Increased
476
Reduced
480
Closed
114
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
351
Tidal Investments
Wisconsin
$1.77M +$147K +3,138 +10%
Two Sigma Investments
352
Two Sigma Investments
New York
$1.77M -$14.9M -318,813 -90%
SDIC
353
South Dakota Investment Council
South Dakota
$1.76M +$187K +4,000 +13%
VWMG
354
Virginia Wealth Management Group
Virginia
$1.75M +$532K +11,397 +47%
SWP
355
Stratos Wealth Partners
Ohio
$1.75M +$39.8K +852 +2%
William Blair & Company
356
William Blair & Company
Illinois
$1.75M -$12.9K -277 -0.8%
FCBT
357
First Citizens Bank & Trust
North Carolina
$1.74M +$71.1K +1,521 +4%
PAS
358
Park Avenue Securities
New York
$1.74M -$6.12K -131 -0.4%
LCWP
359
Legacy Capital Wealth Partners
Arkansas
$1.71M +$1.39M +29,710 New
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$1.69M +$278K +5,960 +21%
CI
361
Conning Inc
Connecticut
$1.68M
CGH
362
Crossmark Global Holdings
Texas
$1.68M -$63.4K -1,357 -4%
BFM
363
Boston Financial Management
Massachusetts
$1.66M +$914K +19,560 +138%
MLICM
364
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M -$14.5K -311 -0.9%
FSA
365
Financial Security Advisor
Virginia
$1.64M -$54.7K -1,170 -3%
BHPW
366
Beverly Hills Private Wealth
California
$1.64M +$633K +13,544 +69%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$1.61M +$188K +4,014 +14%
MCC
368
Money Concepts Capital
Florida
$1.6M +$25.2K +539 +2%
SSB
369
Sandy Spring Bank
Maryland
$1.59M +$116K +2,485 +8%
RCM
370
Raleigh Capital Management
North Carolina
$1.57M -$240K -5,143 -14%
VRM
371
Vectors Research Management
New York
$1.54M -$481K -10,300 -25%
PA
372
Profund Advisors
Maryland
$1.54M -$122K -2,601 -8%
CTC
373
Central Trust Company
Missouri
$1.53M -$133K -2,855 -8%
TMAM
374
Tokio Marine Asset Management
Japan
$1.53M +$144K +3,085 +11%
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$1.52M +$154K +3,304 +12%

D Hedge Fund Activity: Q1 2024 in Review

1,223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2024, worth a combined $31.2B — up 7.4% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new D positions and 114 closed out — a net gain of 3 holders — while 476 added to existing stakes and 480 trimmed.

The largest buyer was Vanguard Group, adding an estimated $569M. The largest seller was Morgan Stanley, cutting an estimated $340M.

  • 1,223 institutional investors held Dominion Energy (D) as of Q1 2024, down from 1,234 in Q4 2023.
  • Funds reported $31.2B of Dominion Energy stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 117 funds opened new Dominion Energy positions in Q1 2024 and 114 closed out, a net change of +3 holders.
  • The largest Dominion Energy buyer in Q1 2024 was Vanguard Group, an estimated $569M added.
  • The largest Dominion Energy seller in Q1 2024 was Morgan Stanley, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2024.