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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
HIP
376
HUB Investment Partners
Texas
$1.52M +$98.1K +2,101 +7%
DADC
377
D.A. Davidson & Co
Montana
$1.51M -$324K -6,932 -18%
CCWM
378
Cassaday & Co Wealth Management
Virginia
$1.5M -$97.2K -2,080 -6%
EF
379
Empirical Finance
Pennsylvania
$1.47M +$47.4K +1,015 +4%
BB
380
Berkshire Bank
Massachusetts
$1.46M -$68.4K -1,465 -5%
BRG
381
Bay Rivers Group
Virginia
$1.46M -$33.3K -713 -2%
NB
382
Norinchukin Bank
Japan
$1.46M -$19.8K -424 -1%
GFA
383
Gallagher Fiduciary Advisors
Illinois
$1.46M -$6.4K -137 -0.5%
CC
384
Courier Capital
New York
$1.44M -$364K -7,784 -21%
CCM
385
Chiron Capital Management
Florida
$1.43M +$369K +7,900 +37%
AA
386
Altman Advisors
Illinois
$1.42M +$812K +17,380 +152%
FCB
387
First County Bank
Connecticut
$1.42M +$178K +3,817 +15%
FTWA
388
Fifth Third Wealth Advisors
Ohio
$1.42M +$184K +3,940 +16%
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$1.41M -$24.2K -518 -2%
D.E. Shaw & Co
390
D.E. Shaw & Co
New York
$1.39M -$4.24M -90,662 -76%
BBVA
391
Banco Bilbao Vizcaya Argentaria
Spain
$1.39M +$143K +3,057 +12%
IC
392
IEQ Capital
California
$1.39M -$15.7K -337 -1%
SW
393
Simplicity Wealth
New Jersey
$1.39M +$1.32M +28,235 New
LBC
394
Lowe Brockenbrough & Co
Virginia
$1.39M -$184K -3,938 -12%
ACM
395
Ategra Capital Management
Virginia
$1.38M +$37.2K +796 +3%
BOSSRA
396
B.O.S.S. Retirement Advisors
Utah
$1.37M -$171K -3,666 -11%
MSAM
397
Moloney Securities Asset Management
Missouri
$1.37M +$118K +2,522 +10%
VCA
398
Verdence Capital Advisors
Maryland
$1.36M +$759K +16,256 +141%
AWM
399
Axxcess Wealth Management
California
$1.36M -$49.4K -1,058 -4%
PAM
400
Palisade Asset Management
Minnesota
$1.36M

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.