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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
CHC
401
City Holding Co
West Virginia
$1.69M -$82.4K -1,516 -4%
LBC
402
Lowe Brockenbrough & Co
Virginia
$1.69M -$76.3K -1,404 -4%
PAS
403
Park Avenue Securities
New York
$1.69M -$10.9K -200 -0.6%
WSTAM
404
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M -$6.96K -128 -0.4%
SOAMC
405
Spirit of America Management Corp
New York
$1.68M -$574K -10,550 -25%
PP
406
Paloma Partners
Connecticut
$1.68M +$1.46M +26,833 +483%
CNBT
407
Canandaigua National Bank & Trust
New York
$1.67M +$292K +5,375 +20%
Squarepoint
408
Squarepoint
New York
$1.66M -$19.5M -358,274 -92%
V
409
Veritable
Delaware
$1.63M +$12.1K +223 +0.7%
FHB
410
First Hawaiian Bank
Hawaii
$1.62M +$179K +3,288 +12%
FCBT
411
First Citizens Bank & Trust
North Carolina
$1.62M +$543K +9,985 +47%
AWM
412
Apollon Wealth Management
South Carolina
$1.61M +$1.02M +18,708 +151%
PAM
413
Palisade Asset Management
Minnesota
$1.6M -$17.4K -320 -1%
SAM
414
Secure Asset Management
Michigan
$1.6M +$96.6K +1,777 +6%
SDIC
415
South Dakota Investment Council
South Dakota
$1.58M -$65.2K -1,200 -4%
BRG
416
Bay Rivers Group
Virginia
$1.57M -$65.7K -1,208 -4%
MCC
417
Money Concepts Capital
Florida
$1.56M -$740K -13,613 -31%
IPAM
418
ICICI Prudential Asset Management
India
$1.56M -$2.43M -44,615 -60%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55M +$19.5K +358 +1%
JFL
420
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.55M -$992K -18,250 -38%
CIAS
421
Capital Investment Advisory Services
North Carolina
$1.55M +$145K +2,667 +10%
TNB
422
Thomasville National Bank
Georgia
$1.51M -$75.1K -1,381 -5%
SC
423
SouthState Corp
Florida
$1.5M -$176K -3,245 -10%
OIM
424
Opus Investment Management
Massachusetts
$1.49M
TMAM
425
Tokio Marine Asset Management
Japan
$1.49M +$213K +3,922 +16%

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.