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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
ECM
376
Exchange Capital Management
Michigan
$2.92M -$75.5K -990 -2%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$2.91M +$607K +7,966 +25%
SIG
378
Sky Investment Group
Connecticut
$2.91M +$66.1K +867 +2%
VNIM
379
Vaughan Nelson Investment Management
Texas
$2.89M +$286K +3,750 +10%
TS
380
Third Security
Virginia
$2.85M +$153K +2,000 +5%
HKIM
381
Hayek Kallen Investment Management
Alabama
$2.85M -$32.7K -429 -1%
RJT
382
Raymond James Trust
Florida
$2.84M -$158K -2,070 -5%
SHA
383
Seneca House Advisors
Virginia
$2.84M -$1.11M -14,551 -27%
CI
384
Conning Inc
Connecticut
$2.82M -$60.2K -789 -2%
THWM
385
Taylor Hoffman Wealth Management
Virginia
$2.78M -$282K -3,692 -9%
SFA
386
Semmax Financial Advisors
North Carolina
$2.75M -$218K -2,856 -7%
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$2.75M +$790K +10,355 +38%
CA
388
Cetera Advisors
Colorado
$2.74M +$282K +3,703 +11%
EWM
389
Endurance Wealth Management
Rhode Island
$2.7M -$25.2K -331 -0.9%
SCP
390
Shorepoint Capital Partners
Massachusetts
$2.7M +$2.82M +36,943 New
CCM
391
Crossvault Capital Management
Texas
$2.66M +$5.72K +75 +0.2%
PA
392
Pinnacle Associates
New York
$2.64M -$145K -1,904 -5%
Verition Fund Management
393
Verition Fund Management
Connecticut
$2.61M +$2.72M +35,686 New
RCM
394
Radnor Capital Management
Pennsylvania
$2.59M +$184K +2,418 +7%
Allianz Asset Management
395
Allianz Asset Management
Germany
$2.58M -$706K -9,256 -21%
MFWM
396
Motley Fool Wealth Management
Virginia
$2.58M +$127K +1,664 +5%
MYAM
397
Meiji Yasuda Asset Management
Japan
$2.57M +$5.57K +73 +0.2%
ATC
398
Argent Trust Co
Tennessee
$2.56M -$19.8K -260 -0.7%
BU
399
BBVA USA
Alabama
$2.54M +$156K +2,042 +6%
SRC
400
Shufro Rose & Co
New York
$2.53M +$199K +2,610 +8%

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.