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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
426
Argent Trust Co
Tennessee
$2.56M +$39K +537 +2%
SB
427
Simmons Bank
Arkansas
$2.55M -$55.3K -761 -2%
V
428
Veritable
Delaware
$2.55M -$79K -1,088 -3%
BCM
429
BTC Capital Management
Iowa
$2.55M -$37.5K -516 -2%
Wolverine Trading
430
Wolverine Trading
Illinois
$2.54M +$2.45M +33,668 New
RCM
431
Radnor Capital Management
Pennsylvania
$2.53M -$176K -2,418 -7%
PS
432
Pensionfund Sabic
Netherlands
$2.51M
SAM
433
Shell Asset Management
Netherlands
$2.48M -$4.72M -65,047 -67%
VNIM
434
Vaughan Nelson Investment Management
Texas
$2.47M +$202K +2,775 +9%
Wealthfront Advisers
435
Wealthfront Advisers
California
$2.47M +$80.3K +1,106 +4%
CA
436
Cetera Advisors
Colorado
$2.46M +$16.2K +223 +0.7%
CPIA
437
Cornell Pochily Investment Advisors
New York
$2.45M -$103K -1,421 -4%
PG
438
Pendal Group
Australia
$2.45M +$2.34M +32,215 New
MFWM
439
Motley Fool Wealth Management
Virginia
$2.44M +$53.2K +732 +2%
SRC
440
Shufro Rose & Co
New York
$2.43M -$28.7K -395 -1%
DADC
441
D.A. Davidson & Co
Montana
$2.42M +$42.1K +579 +2%
SW
442
SVB Wealth
Massachusetts
$2.41M -$7.55M -103,874 -77%
TCOT
443
Trust Company of Toledo
Ohio
$2.4M -$87.8K -1,209 -4%
Mirae Asset Global Investments
444
Mirae Asset Global Investments
South Korea
$2.39M -$226K -3,106 -9%
HPC
445
HM Payson & Co
Maine
$2.39M -$113K -1,562 -5%
CNBTD
446
Citizens National Bank Trust Department
Mississippi
$2.37M +$37.4K +515 +2%
LIM
447
Leavell Investment Management
Alabama
$2.37M -$384K -5,282 -14%
MWNA
448
Marshall Wace North America
New York
$2.35M -$80.2M -1,104,406 -97%
PRC
449
Pearl River Capital
Michigan
$2.34M +$2.24M +30,786 New
NC
450
NovaPoint Capital
Georgia
$2.31M +$25.7K +354 +1%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.