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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Pinnacle Associates
New York
$2.36M +$85.8K +1,063 +3%
TCOT
427
Trust Company of Toledo
Ohio
$2.33M +$18K +223 +0.7%
O
428
Ossiam
France
$2.32M -$2.16M -26,742 -44%
F
429
F3Logic
Minnesota
$2.31M -$174K -2,155 -6%
BCM
430
BTC Capital Management
Iowa
$2.31M +$54.2K +671 +2%
V
431
Veritable
Delaware
$2.28M -$45.6K -565 -2%
FBT
432
First Bank & Trust
South Dakota
$2.27M +$223K +2,764 +9%
VPIM
433
Vanguard Personalized Indexing Management
California
$2.27M +$560K +6,932 +27%
MFWM
434
Motley Fool Wealth Management
Virginia
$2.25M +$62.8K +778 +2%
GIM
435
Goelzer Investment Management
Indiana
$2.22M -$112K -1,388 -4%
PAS
436
Park Avenue Securities
New York
$2.22M +$282K +3,489 +12%
PAM
437
Palisade Asset Management
Minnesota
$2.21M
AC
438
Allstate Corporation
Illinois
$2.21M -$25.9K -321 -1%
TAM
439
Tealwood Asset Management
Minnesota
$2.2M -$27.9K -345 -1%
NW
440
NewEdge Wealth
Pennsylvania
$2.19M -$1.03M -12,737 -29%
SDIC
441
South Dakota Investment Council
South Dakota
$2.19M
BRG
442
Bay Rivers Group
Virginia
$2.18M -$64.8K -803 -2%
SYBT
443
Stock Yards Bank & Trust
Kentucky
$2.17M +$61.5K +762 +2%
AAM
444
Advisors Asset Management
Colorado
$2.16M +$48.4K +599 +2%
BI
445
Bramshill Investments
Florida
$2.16M +$2.52M +31,214 New
GRP
446
Global Retirement Partners
California
$2.14M +$199K +2,470 +9%
Rafferty Asset Management
447
Rafferty Asset Management
New York
$2.14M +$1.82M +22,550 +269%
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M -$379K -4,694 -13%
SB
449
Simmons Bank
Arkansas
$2.1M +$9.61K +119 +0.4%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.06M +$171K +2,117 +8%

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.