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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
TCOT
376
Trust Company of Toledo
Ohio
$1.97M +$251K +4,619 +14%
RJT
377
Raymond James Trust
Florida
$1.97M +$59.5K +1,094 +3%
SPC
378
Sigma Planning Corp
Michigan
$1.94M -$329K -6,050 -14%
RIM
379
Redwood Investment Management
Arizona
$1.9M +$124K +2,277 +7%
PCA
380
Providence Capital Advisors
North Carolina
$1.89M +$30K +552 +2%
MLICM
381
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M -$45.7K -841 -2%
UB
382
UMB Bank
Missouri
$1.88M +$32.3K +595 +2%
CNFG
383
Creegan & Nassoura Financial Group
New Hampshire
$1.88M -$16.3K -300 -0.8%
FCB
384
First County Bank
Connecticut
$1.88M +$82.4K +1,516 +4%
SFI
385
Siemens Fonds Invest
Germany
$1.87M -$53.9K -992 -3%
CAM
386
Cresset Asset Management
Illinois
$1.85M +$1.17M +21,433 +151%
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$1.84M +$231K +4,242 +14%
PA
388
Profund Advisors
Maryland
$1.8M -$166K -3,054 -8%
MFWM
389
Motley Fool Wealth Management
Virginia
$1.8M +$122K +2,249 +7%
RCM
390
Raleigh Capital Management
North Carolina
$1.8M +$156K +2,861 +9%
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$1.79M +$654K +12,026 +54%
SSB
392
Sandy Spring Bank
Maryland
$1.78M -$45K -828 -2%
CI
393
Conning Inc
Connecticut
$1.78M -$46.2K -850 -2%
BCV
394
Banque Cantonale Vaudoise
Switzerland
$1.78M
NW
395
NewEdge Wealth
Pennsylvania
$1.77M +$7.77K +143 +0.4%
CCWM
396
Cassaday & Co Wealth Management
Virginia
$1.77M -$37.1K -683 -2%
WBC
397
Westpac Banking Corp
Australia
$1.75M -$3.77M -69,299 -67%
LS
398
Leelyn Smith
Illinois
$1.72M -$23.5K -432 -1%
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$1.71M +$114K +2,096 +7%
BB
400
Berkshire Bank
Massachusetts
$1.7M +$49.3K +906 +3%

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.