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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$277M -$11.5M -151,174 -4%
Charles Schwab
27
Charles Schwab
California
$277M +$6.32M +82,876 +2%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$272M +$3.41M +44,656 +1%
Swiss National Bank
29
Swiss National Bank
Switzerland
$233M -$7.31M -95,900 -3%
Boston Partners
30
Boston Partners
Massachusetts
$224M -$774K -10,154 -0.3%
UBS AM
31
UBS AM
Illinois
$223M +$5.91M +77,502 +3%
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$204M -$30.5M -399,649 -13%
GFA
33
Gallagher Fiduciary Advisors
Illinois
$201M -$114M -1,500,000 -35%
N
34
Nuveen
North Carolina
$192M +$5.27M +69,062 +3%
VanEck Associates
35
VanEck Associates
New York
$183M +$15M +196,368 +8%
PPA
36
Parametric Portfolio Associates
Washington
$181M +$3.13M +40,985 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$179M -$8.98M -117,751 -5%
MAM
38
Magellan Asset Management
Australia
$173M +$152M +1,988,054 +524%
Goldman Sachs
39
Goldman Sachs
New York
$165M -$78.9M -1,034,415 -31%
APG Asset Management
40
APG Asset Management
Netherlands
$162M -$16.3M -213,298 -8%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$162M +$81.2M +1,064,892 +96%
Capital World Investors
42
Capital World Investors
California
$157M -$1.9M -24,949 -1%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$157M -$131M -1,723,337 -45%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$150M -$4.4M -57,681 -3%
DPIM
45
Duff & Phelps Investment Management
Illinois
$146M -$448K -5,870 -0.3%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$140M -$268K -3,511 -0.2%
Ameriprise
47
Ameriprise
Minnesota
$139M -$19.7M -258,452 -12%
MBA
48
Maple-Brown Abbott
Australia
$135M -$3.23M -42,330 -2%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$133M +$21.5M +281,779 +18%
UBS Group
50
UBS Group
Switzerland
$131M +$17.2M +225,074 +14%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.