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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$237M +$5.05M +92,899 +2%
Goldman Sachs
27
Goldman Sachs
New York
$213M -$8.33M -153,151 -4%
LCOV
28
London Company of Virginia
Virginia
$206M -$7.37M -135,575 -3%
Wells Fargo
29
Wells Fargo
California
$198M +$10.9M +200,760 +6%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$196M -$540K -9,932 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$191M +$10.9M +200,907 +6%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$186M +$117M +2,154,029 +151%
UM
33
UniSuper Management
Australia
$184M +$193M +3,548,121 New
Cohen & Steers
34
Cohen & Steers
New York
$172M +$71.4M +1,313,853 +65%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$172M -$1.06M -19,561 -0.6%
PAMS
36
Pictet Asset Management (Switzerland)
Switzerland
$168M -$6.63M -121,978 -4%
UBS AM
37
UBS AM
Illinois
$162M
Swiss National Bank
38
Swiss National Bank
Switzerland
$156M -$15.8M -290,200 -9%
MAM
39
Magellan Asset Management
Australia
$151M -$3.88M -71,396 -2%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$116M +$91.8M +1,688,901 +310%
Citadel Advisors
41
Citadel Advisors
Florida
$115M +$120M +2,207,242 +32,364%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$109M -$17.2M -316,777 -13%
National Pension Service
43
National Pension Service
South Korea
$98.8M +$15.2M +279,510 +17%
Ameriprise
44
Ameriprise
Minnesota
$95.7M +$3.69M +67,905 +4%
DPIM
45
Duff & Phelps Investment Management
Illinois
$94.2M -$4.46K -82 -0%
RJA
46
Raymond James & Associates
Florida
$89.7M +$8.94M +164,492 +10%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$89M +$4.76M +87,644 +5%
TSW
48
Thompson Siegel & Walmsley
Virginia
$85.3M +$37.2M +684,161 +71%
Two Sigma Investments
49
Two Sigma Investments
New York
$81.8M +$64.1M +1,179,361 +295%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$80.6M +$1.87M +34,341 +2%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.