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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
ISB
451
Iowa State Bank
Iowa
$2.3M -$1.89M -25,971 -46%
BRG
452
Bay Rivers Group
Virginia
$2.28M +$81.9K +1,128 +4%
MC
453
Moors & Cabot
Massachusetts
$2.27M -$277K -3,817 -11%
CIAS
454
Capital Investment Advisory Services
North Carolina
$2.27M +$56.2K +774 +3%
QSS
455
Quantitative Systematic Strategies
Florida
$2.27M -$2.69M -37,086 -55%
F
456
F3Logic
Minnesota
$2.27M -$345K -4,743 -14%
SFA
457
Semmax Financial Advisors
North Carolina
$2.26M +$104K +1,434 +5%
JHCP
458
Jackson Hole Capital Partners
Oklahoma
$2.25M +$153K +2,109 +8%
SCM
459
Schnieders Capital Management
California
$2.25M -$84.1K -1,158 -4%
AMI
460
Amica Mutual Insurance
Rhode Island
$2.24M -$123K -1,698 -5%
WC
461
Wexford Capital
Florida
$2.23M -$4.9M -67,438 -70%
CCT
462
Chemung Canal Trust
New York
$2.23M -$2.1M -28,933 -50%
CI
463
Cigna Investments
Connecticut
$2.21M +$20.3K +280 +1%
OIM
464
Opus Investment Management
Massachusetts
$2.19M
HI
465
Harbour Investments
Wisconsin
$2.18M +$2.08M +28,682 New
OQS
466
Occudo Quantitative Strategies
Florida
$2.17M +$2.08M +28,602 New
PAS
467
Park Avenue Securities
New York
$2.17M +$130K +1,795 +7%
JWCA
468
J.W. Cole Advisors
Florida
$2.17M +$298K +4,102 +17%
CFA
469
Carroll Financial Associates
North Carolina
$2.16M -$5.38K -74 -0.3%
CHC
470
City Holding Co
West Virginia
$2.16M -$71.8K -988 -3%
CWM
471
Chronos Wealth Management
Florida
$2.16M +$38.9K +535 +2%
PWA
472
Phoenix Wealth Advisors
North Carolina
$2.16M +$19.4K +267 +0.9%
SCP
473
Shorepoint Capital Partners
Massachusetts
$2.16M +$31.9K +439 +2%
VRM
474
Vectors Research Management
New York
$2.16M +$161K +2,220 +8%
HC
475
HNP Capital
New York
$2.14M +$161K +2,218 +9%

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.