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Dominion Energy

1,434 hedge funds and large institutions have $39.5B invested in Dominion Energy in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 547 increasing their positions, 548 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.58% more ownership

Funds ownership: 64.19%66.77% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 99

0% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 548

3% less capital invested

Capital invested by funds: $40.8B → $39.5B (-$1.29B)

1% less funds holding

Funds holding: 1,4511,434 (-17)

34% less call options, than puts

Call options by funds: $163M | Put options by funds: $248M

Holders
1,434
Holders Change
-17
Holders Change %
-1.17%
% of All Funds
24.96%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
99
Increased
547
Reduced
548
Closed
99
Calls
$163M
Puts
$248M
Net Calls
-$85.1M
Net Calls Change
-$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$290M +$28.5M +369,814 +10%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$285M +$85.3M +1,104,770 +40%
Charles Schwab
28
Charles Schwab
California
$273M +$9.52M +123,398 +3%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$271M +$20.4M +263,719 +8%
Wells Fargo
30
Wells Fargo
California
$264M -$1.24M -16,025 -0.4%
Goldman Sachs
31
Goldman Sachs
New York
$242M +$71.6M +927,894 +39%
Swiss National Bank
32
Swiss National Bank
Switzerland
$242M -$42.6M -552,400 -14%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$235M -$8.4M -108,876 -3%
Boston Partners
34
Boston Partners
Massachusetts
$226M -$4.99M -64,641 -2%
UBS AM
35
UBS AM
Illinois
$219M -$32.5M -420,986 -12%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$189M -$32.2M -417,336 -14%
N
37
Nuveen
North Carolina
$188M -$1.56M -20,208 -0.8%
PPA
38
Parametric Portfolio Associates
Washington
$179M +$8.27M +107,095 +5%
APG Asset Management
39
APG Asset Management
Netherlands
$173M -$4.03M -52,242 -2%
VanEck Associates
40
VanEck Associates
New York
$170M +$34.8M +450,532 +24%
Capital World Investors
41
Capital World Investors
California
$160M +$12.6M +162,822 +8%
Ameriprise
42
Ameriprise
Minnesota
$156M -$293K -3,795 -0.2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$155M -$48.8M -631,630 -23%
DPIM
44
Duff & Phelps Investment Management
Illinois
$147M -$1.07M -13,864 -0.7%
Citadel Advisors
45
Citadel Advisors
Florida
$142M -$42M -544,319 -22%
MBA
46
Maple-Brown Abbott
Australia
$139M +$32.5M +421,230 +29%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$138M +$23.9M +309,154 +20%
AC
48
Alleghany Corporation
New York
$131M
AllianceBernstein
49
AllianceBernstein
Tennessee
$122M -$2.42M -31,301 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$117M -$2.04M -26,413 -2%

D Hedge Fund Activity: Q2 2021 in Review

1,434 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2021, worth a combined $39.5B — down 3.1% from $40.8B a quarter earlier.

Fund positioning in D was balanced in Q2 2021: 99 funds opened new positions, 99 closed out, 547 added to existing stakes and 548 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $407M. The largest seller was Fidelity Investments, cutting an estimated $370M.

  • 1,434 institutional investors held Dominion Energy (D) as of Q2 2021, down from 1,451 in Q1 2021.
  • Funds reported $39.5B of Dominion Energy stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 99 funds opened new Dominion Energy positions in Q2 2021 and 99 closed out, a net change of 0 holders.
  • The largest Dominion Energy buyer in Q2 2021 was T. Rowe Price Associates, an estimated $407M added.
  • The largest Dominion Energy seller in Q2 2021 was Fidelity Investments, an estimated $370M sold.

Based on aggregated 13F filings for Q2 2021.