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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
CIC
401
Canal Insurance Company
South Carolina
$2.52M
BPA
402
Beacon Pointe Advisors
California
$2.52M +$1.35M +17,644 +104%
PAM
403
Palisade Asset Management
Minnesota
$2.52M
PA
404
Profund Advisors
Maryland
$2.5M -$44.4K -582 -2%
SAM
405
Synergy Asset Management
Washington
$2.49M +$2.6M +34,139 New
TAM
406
Tealwood Asset Management
Minnesota
$2.49M +$2.6M +34,065 New
SM
407
Sciencast Management
New Jersey
$2.48M +$430K +5,639 +20%
VRM
408
Vectors Research Management
New York
$2.47M +$198K +2,597 +8%
BCM
409
Brookstone Capital Management
Illinois
$2.46M +$510K +6,694 +25%
SPC
410
Sigma Planning Corp
Michigan
$2.42M -$855K -11,218 -25%
MC
411
Moors & Cabot
Massachusetts
$2.41M +$107K +1,406 +4%
PS
412
Pensionfund Sabic
Netherlands
$2.41M
CWM
413
Chronos Wealth Management
Florida
$2.41M +$226K +2,968 +10%
TCOT
414
Trust Company of Toledo
Ohio
$2.4M +$16.6K +218 +0.7%
S
415
Seeyond
France
$2.4M -$2.35M -30,809 -48%
ZB
416
Zions Bancorporation
Utah
$2.4M +$907K +11,894 +57%
HC
417
HNP Capital
New York
$2.38M +$95.5K +1,252 +4%
CA
418
Commerzbank Aktiengesellschaft
Germany
$2.37M +$117K +1,530 +5%
SB
419
Simmons Bank
Arkansas
$2.35M -$71.3K -935 -3%
BRWM
420
B. Riley Wealth Management
Tennessee
$2.35M -$476K -6,246 -16%
CPIA
421
Cornell Pochily Investment Advisors
New York
$2.35M -$34.4K -451 -1%
V
422
Veritable
Delaware
$2.33M -$226K -2,970 -9%
BRG
423
Bay Rivers Group
Virginia
$2.33M +$142K +1,859 +6%
DADC
424
D.A. Davidson & Co
Montana
$2.33M +$8.23K +108 +0.3%
F
425
F3Logic
Minnesota
$2.32M +$225K +2,955 +10%

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.